And get more sales, bigger opportunities, and larger cases.

“Owning a business isn’t just about working for a paycheck. Running a business can be both exciting and terrifying. And it’s the only job that gets harder the better you get at it. It’s an entirely different mindset.”

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Size of the small business market in the U.S

0 %

want to stop working in their businesses in the next 10 years, but only 20% have written plans to transfer ownership.

0 %

of business owners don’t have a formal exit strategy.

0 %

of small business owners have no exit strategy at all.

0 %

of small-business owners say inflation is their biggest business challenge right now.


Appeal to the unique motivations of business owners.

Springboard Your Way to New Clients

Want to tap into the business owner market? No problem.  

Gain access to a proven method for approaching prospective clients with conversations that convert. Give customized strategies that grow the business owner’s vision and solve pain points. Learn to ask the right questions so clients get clarity and avoid financial chaos. 

Dive Deeper with Current Clients

Already have business owner clients? Great.  

Further unlock your client’s business with a turn-key system that dives into all aspects of helping clients with their business. Uncover the pain points your clients didn’t know they had and give solutions that work with their goals and plans.


Adequate funding for retirement

Long-term care

Paying for long-term care costs

Estate planning

Efficiently passing on assets

executive compensation

Recruit, reward and retain employees

Retirement plans

Aligning retirement plans with business objectives

key person protection

Protecting the business from loss of a key employee

business succession

Transfer the business to others at a fair price


Joshua Rhem

VP of Life Sales

Keith Schettino

VP of Life Sales

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