“I actually stole one of the ADU guys free plans… I want something roughly this size… they would come back with a quote on exactly that plan”

“LSA is like pretty expensive, like 50 to 60 a lead... some leads are a 600 sq ft apartment for $75.”

“Enter a little bit of information… click run a quote… it’ll tell you the best plans… your current plan may show up as the third choice… that’s a flag that says there may be something better”

“We not only stress test to show families how their retirement plan holds up in a variety of scenarios... when people see that their plan still works when bad things happen, that's when fear starts to fade.”

“Collective Medical Technologies ... helps providers and payers take better care of their patients using real-time data and collaborative care planning tools”