Become the Benefits Leader Employers are Searching For

Join the advisors doing benefits differently: delivering 20-40% savings, improved health outcomes, and real competitive advantage for their clients.

Why join the Advisor Program?

Health Rosetta Advisors are a mission-aligned community leading innovative plan design, reclaiming wasted dollars, improving health outcomes, and building a healthcare economy grounded in transparency and trust.

Access the resources, education, and network to stand out as a trusted advisor and deliver exceptional results.

Tools to Win Business

Plan Grader™ identifies health plan strengths and weaknesses, making it your secret weapon in sales conversations.

RosettaProtect keeps you ahead of compliance coverage so you can focus on plan building.

Ready-to-use resources, templates, and frameworks position you as the expert and help you win more business.

Community to Establish Credibility

Learn from 200+ advisors who share strategies openly.

Tap into a peer network that is actively solving the challenges you're facing.

Build genuine relationships with advisors focused on collaborating, not competing.

Access a community that celebrates wins together and lifts each other up.

Education to Deliver Results

Ongoing education on what's working and actionable strategies from industry leaders.

Stay ahead with the latest industry updates while tapping into expert insights on innovative plan design.

Case studies showing how advisors are saving clients millions in healthcare costs while delivering better health outcomes.

Advisor Program applications will open in February 2026. We welcome one cohort each year.

"Is this for me?"

Mission-aligned givers and doers thrive here. We value people who share openly, help others succeed, and are committed to changing healthcare for the better.
All book of business sizes welcome. Whether you're serving small, mid-size, or large client bases there's a place for you. In fact, some strategies work better with smaller clients. Though there are fewer strategies for fully-insured groups under 50, if you're committed to the transition, we can help guide you.
You don't need to be a traditional broker. You do need expertise to lead plan design and purchasing. We've welcomed physicians, account managers, PTs, hospital CEOs, and even a former White House policy advisor who have all successfully transformed their careers.
Self-funding experience not required. Many advisors join our program without prior self-funding experience. What matters most is being mission-aligned with a passion to drive change. The program will fast-track your learning.

If you're tired of the status quo and ready to lead differently, you belong here.

What Advisors Are Saying

Applying to the Health Rosetta was one of the most impactful decisions I made in my professional career. This organization is packed full of forward-thinking leaders making a significant dent in the status quo.

Louis Bernardi
Louis Bernardi Employee Benefit Strategist BritePath

Health Rosetta continues to be the best investment I've made in my employee benefits career. Our HR team, advisor members, and vendor partners are truly exceptional.

Kristine Scheer rosie
Kristine Scheer CEO K2 Strategic

When I transitioned careers in 2016, I knew I wasn’t wired like many of my peers in the benefits industry. I wanted to do things differently, but I needed a community of like-minded people to fuel my fire. That’s when I learned about Health Rosetta. What a game-changer.

Cristy Gupton
Cristy Gupton President Custom Benefits Solutions

The Investment

Program Investment

 

Application Fee: $98

First Year: $3,495 (includes 2026-2027)

Annual Renewal: $1,695/year (starts 2028)

Time Commitment

 

Monthly Education: 1 hour/month

Annual Conference: 3 days in-person (RosettaFest)

Community: Self-directed. Engage as much or as little as you'd like.

Simple Application Process

Complete The Basics. Tell us about your practice, experience, and complete profile information.
Submit Your Pathway Requirements.

Benefits Advisors: Complete a Plan Grader™ assessment for one of your client plans. The Fundamentals education course can be completed in parallel or after acceptance.

Clinicians & Career Switchers: If you don't have a client plan to assess, complete our Fundamentals education course instead (typically 6-10 hours).

Interview (Select Applicants). Our team reviews all applications. Some applicants may be invited for a brief 30-minute conversation to learn more about your goals and delve deeper into the application.
Review & Decision. Applications are reviewed within one week. Once accepted, you'll receive an invitation to complete onboarding and join the community.

Applications will open February 2026

Applications open once per year. Get notified when applications open for the 2026 cohort.