The Waypoint Company

The Waypoint Company The Waypoint Company is the leader of the Health and Wealth Care industry. Waypoint is the result of 40 years of research and working with clients.

Waypoint Strategic Advisors specializes in financial life and comprehensive wealth planning. Waypoint has the right to remove anything or anyone from this site for any reason.

Annual Enrollment Period will be here before you know it.The pharmacies and agents who wait until the last minute are of...
05/26/2026

Annual Enrollment Period will be here before you know it.

The pharmacies and agents who wait until the last minute are often the ones scrambling for leads, training, systems, and support when October hits.

Now is the time to decide:

➡️ Start your own pharmacy-focused insurance agency
➡️ Join our Medicare Referral Program
➡️ Build new revenue streams BEFORE AEP arrives
➡️ Put systems in place while there’s still time to prepare

Every week you wait is less time to:

✔️ Get licensed and contracted
✔️ Learn the Medicare landscape
✔️ Build community awareness
✔️ Prepare your pharmacy and team
✔️ Position yourself for a stronger AEP season

We’re hosting a live webinar this Thursday at 6 PM Central to walk through:

• How the agency model works
• How the referral program works
• What support and resources we provide
• What pharmacies should be doing NOW to prepare for AEP

Seats are limited. If you’ve been thinking about making a move, this is the time to get started.

Register here:
https://us06web.zoom.us/meeting/register/hWF3ZxenQJenrPJRaybY_Q

05/25/2026
03/04/2026

🚨 Don’t Let Your Pharmacy Rob Your Future 🚨

You’ve spent years building your pharmacy. Serving patients.
Working long hours. Fighting declining reimbursements.

But here’s the question many pharmacy owners never stop to ask:

Is your pharmacy building your future… or quietly robbing it?

Too many pharmacy owners are so focused on surviving shrinking margins that they never build the systems needed to protect their long-term financial future.

The Problem
• PBMs continue squeezing reimbursements
• Owners reinvest everything back into the business
• Retirement planning gets pushed to the side
• High investment and plan fees quietly erode wealth

Over time, these issues compound.

The result?

Many pharmacy owners reach retirement realizing their pharmacy never created the financial freedom they expected.

The Solution: Build Financial Power Around Your Pharmacy
There are three major opportunities pharmacy owners often overlook that can dramatically improve their financial future.

1️⃣ Own or Partner in an Insurance Agency

Your pharmacy already has the relationships. Instead of sending patients to outside agents, you can:

✔ Refer patients for Medicare and health plans
✔ Earn referral or commission income
✔ Build recurring residual income
✔ Create a new retirement income stream

Over time, renewal commissions can become a powerful long-term asset.

2️⃣ Optimize Your Benefits

Most pharmacy owners are overpaying for benefits or using structures that are not designed for business owners.

By optimizing your benefits strategy, you can:

✔ Improve employee retention
✔ Reduce unnecessary costs
✔ Reallocate savings toward retirement and investments

3️⃣ Lower Investment Costs

Many retirement plans and investment accounts quietly charge excessive fees.

Lowering these costs can significantly impact long-term wealth.

Even a 1% reduction in fees over time can mean hundreds of thousands of dollars more at retirement.

Imagine This:

Your pharmacy continues serving patients while you also build:

• Insurance renewal income
• Lower benefit costs
• More efficient investment strategies
• A stronger retirement plan

That’s how you stop your pharmacy from robbing your future and start using it to build your financial independence.

💡 Your pharmacy should support your future — not sacrifice it.

If you want to learn how pharmacy owners are implementing these strategies, email [email protected] or text "pharmacy" to 843-810-3983.


Some pharmacy friends doing good work at the NC State Capital today. Thank you, Sen Blue for hearing us out.
04/02/2025

Some pharmacy friends doing good work at the NC State Capital today. Thank you, Sen Blue for hearing us out.

Dispense Times Podcast is back with a powerful episode featuring Ben Coakley from Waypoint Strategic Advisors!  We dive ...
02/24/2025

Dispense Times Podcast is back with a powerful episode featuring Ben Coakley from Waypoint Strategic Advisors!

We dive into:
✅ The "Every Dollar Counts" campaign — helping pharmacies boost cash flow
✅ Transforming pharmacies into Medicare agencies for new revenue streams
✅ Battling PBMs and securing pharmacy independence

This is a must-listen for pharmacy owners ready to take charge of their financial future.

👉 Watch now: https://youtu.be/rOkaZn-Bs68?si=Qjoki4nNDDrh9qFq

Dispense Times Podcast with Waypoint Strategic AdvisorsWelcome to the Dispense Times Podcast, where we dive deep into the business of independent pharmacies ...

02/12/2025

We are excited to announce that planning is underway for Pharmacy Legislative Day! Mark your calendars for April 2, 2025 — this is an event you won’t want to miss. As pharmacists, technicians, residents, and students, you embody the strength of our profession and hold the power to amplify our collective voice in the halls of the legislature. It’s crucial that our representatives grasp the vital issues we face. Please stand with us and make your presence felt in Raleigh. This is your opportunity to make a meaningful impact and ensure our voices are heard!

02/12/2025

We're just over a week away from Pharmacy Day at the Capitol. Join us on February 20th and make your voice heard! https://www.kphanet.org/dac2025

🌟Happy National Pharmacist Day from Waypoint Rx!🌟Today, we celebrate the incredible pharmacists who are the backbone of ...
01/12/2025

🌟Happy National Pharmacist Day from Waypoint Rx!🌟

Today, we celebrate the incredible pharmacists who are the backbone of healthcare, providing essential care, guidance, and support to our communities every single day.

At Waypoint Rx, we recognize the vital role pharmacists play in ensuring the safe and effective use of medications. Whether it’s helping patients manage chronic conditions, providing expert advice, or being a trusted resource, pharmacists are truly at the heart of the healthcare system.

A huge thank you to all the pharmacists for your dedication, compassion, and commitment to improving lives. We’re proud to support the pharmacy community in any way we can!

To learn more about how we support pharmacists and pharmacy owners, visit us at waypointus.com.

💡 Did You Know? Many businesses overpay on credit card processing fees without realizing it.The Waypoint Company helps y...
12/26/2024

💡 Did You Know? Many businesses overpay on credit card processing fees without realizing it.

The Waypoint Company helps you evaluate your current fees, uncover hidden charges, and negotiate better rates so you can:
📉 Reduce costs
💰 Increase profitability
⚙️ Streamline payment processing

You work hard for your business—let us help you keep more of what you earn.

💼 Ready to take control of your credit card processing fees? Let’s talk: https://waypointus.com/lowering-your-credit-card-processing-fees/

Cut your credit card processing fees with Waypoint RX Pharmacy’s solutions. Improve your payment processing efficiency and save on transaction costs.

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10570 Dorchester Road
Summerville, SC
29485

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