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Clarity. Confidence. Results.

Employee Benefits Guidance for Small to Mid-Sized Businesses

Healthcare decisions are complicated. Your benefits guidance doesn’t have to be. Wortman Strategies helps employers and individuals understand their options, so coverage works when it’s needed most.

Services

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Employee Benefits
Strategy

I work alongside small and mid-sized employers to evaluate, design, and support benefits programs that balance cost, coverage, and employee value, year-round, not just renewal.

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Professional Employer Organization

Not sure whether a Professional Employer Organization or traditional group coverage is the right fit? I help employers understand the tradeoffs so you can make a confident, informed decision. 

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Employee Education
& Transitions

Benefits only work when employees understand them. I offer education and transition support that helps employers and HR teams make better use of the coverage they've already invested in.

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Individual &
Family Coverage

From standalone dental and vision plans to transitional coverage options for those between jobs or approaching a major life change, I help individuals find coverage that fits their real situation.

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Ancillary
Benefits

Dental, vision, life, disability, and supplemental coverage options that round out a complete benefits strategy for employers and individuals. 

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Results That Last

A Different Kind of Benefits Advisor

Most people encounter insurance during stressful moments—open enrollment, a job change, or a health event—when decisions feel urgent and options feel overwhelming.

I built Wortman Strategies on a simple belief: people make better decisions when they're educated, not pressured. Employers deserve a partner who provides guidance year-round, not just at renewal.

With more than 30 years of healthcare experience, I bring real-world perspective to every conversation. I have worked alongside patients, providers, and healthcare organizations. I understand how the system works, not just how it looks on paper.

Who I Work With

For Employers

Strategic benefits guidance, plan evaluation, and ongoing support so you can offer competitive coverage without the guesswork.

For Employees

Clear explanations of your benefits, transition support, and help navigating coverage changes at various stages of your career.

For Individuals

Personalized guidance for retirement transitions and other life changes that affect your coverage.

How It Works

A Simple, Pressure-Free Process

✓ We Talk – A no-obligation conversation about your situation and what you're trying to figure out. No pressure, no sales pitch — just a real conversation.

✓ We Strategize – I review your options and explain the tradeoffs in plain language, drawing on real healthcare experience — not just plan brochures.

✓ You Decide – You make an informed decision with clarity and confidence — on your timeline, not mine.

I Don’t Work for a Carrier.
I Work for You.

Schedule a Conversation