Why Every Broker Needs A Fiduciary Co-Pilot | with Charlie Gragg
"I relate it to one of the Wizard of Oz characters... I've seen behind the curtain. I know how it's all put together."
What happens when a man who spent nearly five decades inside every corner of the self-funded industry decides his final act is to give the playbook away?My guest this week is Charlie Gragg, a true first-generation veteran of self-funding. Charlie started in the late 1970s underwriting stop-loss cases on napkins from payphone booths, went on to run his own TPA, and has now semi-retired into a role he believes the industry desperately needs: the fiduciary co-pilot.He won't take…
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