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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.
Digital Reach Online Solutions is a creative digital agency offering a wide range of data-focused digital solutions for SMBs & enterprise companies alike with a focus on medical, SaaS, eCommerce, manufacturing, and nonprofits. Whether youre looking for a full funnel strategy, demand gen, brand awareness, to climb Googles rankings, or automate your business, email marketing, and workflows, weve got you covered. Our technical prowess and approach is what our clients love most. We craft digital solutions that deliver with value and always aim for the sweet spot that balances user experience with boosted business outcomes. Give us a call any day of the week, we love to talk shop!