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DecisionPoint Services

Developing Your Decision making wisdom

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Peace of mind in constant distractions

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QuickCheck™

Helps benefit plan managers and plan advisors:

  • Engage employees and their varied money personalities
  • Increase utilization of all benefits and resources
  • Increase the wellness impact of existing education and training programs
  • Improve plan ROI

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QuickCheck™ pillars of transparency

No Sales Zone

Easy, Simple, Quick

No Sales Zone

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Decades of financial expertise and knowledge, none of the financial service product sales. 

Straight Talk

Easy, Simple, Quick

No Sales Zone

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Untangling financial confusion and throwing away industry jargon; powers up understanding, confidence, and action.

Easy, Simple, Quick

Easy, Simple, Quick

Promote Offered Plan Benefits

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 To move the mind to a point of willingness to listen; keep it simple stupid.

Promote Offered Plan Benefits

Promote Offered Plan Benefits

Promote Offered Plan Benefits

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Allow an independent 3rd party to amplify existing benefits and programming; no need to change anything. A huge need to connect all the dots. 

Validate Financial Decisions

Promote Offered Plan Benefits

Validate Financial Decisions

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Everyone wants someone they can trust to bounce ideas and decisions off of without anxiety of a product sale or manipulation.

Develop Decision Confidence

Promote Offered Plan Benefits

Validate Financial Decisions

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 Gain insight with the right information, gather tools to protect your best interests, and realize your capacity to make sound financial decisions. 

Decision Making confidence and skill in under 60 minutes

Financial Decision Making

People make thousands of decisions on a daily basis. The human's sub-conscious mind handles the vast majority of decisions some 7-10 seconds before we are aware of our decisions. 

DecisionPoint focuses on developing decision making confidence and skill in every person we come into contact with to protect them, their money and their best interests when working toward their definition of financial well being. 

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We've taken product sales out of the recipe

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Focus on developing the ability to make sound financial decisions

  • Simplifies decision events and choices. 
  • Empowers confidence with the right information.
  • Shares professional and industry best practices and perspectives.
  • Improves individual financial management skills and offers tools that protect individual best interests.

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Relevant Information Turbo Charges the State of Informed Awareness

  • Amplifies the importance of existing educational and wellness programs.
  • Increases utilization of offered benefits.
  • Creates decision making safe zones and prohibits soliciting financial service products to employees.
  • Offers employees due diligence skills and tools before they buy financial products, solutions and services. 
  • Improves employee engagement and receptivity to new tools and resources.


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Discerning the good, the bad and the ugly

  • The Information Age is a wondrous and challenging time to make decisions.
  • A google search of "life insurance" returns over a billion search results. Where do you begin and How much information is enough information to make a decision?
  • We translate industry jargon and concepts into understandable and usable strategies.
  • Straight, honest, and transparent talk at the level the audience can understand. 

We would enjoy hearing from you and answer any questions

As an employer and sponsor of qualified benefits, you go to great lengths in offering valuable benefits and resources for employees to access and use. 


As a plan advisor, consultant, or administrator you work diligently to bring forward thinking and cost saving strategies, services, and tools to your benefit plan clients. 


DecisionPoint Services brings it all together for plan  participants like never before. Our programs turn on the lights of individual decision-making. We don't solicit, we empower. We don't manage conversations toward products, we deliver clarity through straight talk from experts with decades of experience. 


Our comprehensive experience and knowledge helps guide participants to the right benefit, resource, and tool to achieve individual goals. We serve the plan, its providers and the participants. Our data shows that nearly 6 out of 10 participants following a QuickCheck™ request follow-up contact and seek next step actions to complete their self-selected action items.   


QuickCheck™ programming and services can assist in engaging benefit plan participants, engage or re-engage all types of money personalities, and boost the percentage of your employees actively engaged in improving their financial health. 

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