Stop Cold Calling.
Start Closing.
We deliver pre-qualified incorporated business owners who are actively looking to reduce their corporate tax bill — straight to your calendar.
The Hardest Part of Selling Corporate Life Insurance Isn't the Product.
It's finding the right client. Incorporated business owners paying significant corporate taxes are the ideal candidate for corporate-owned life insurance tied to tax savings strategies. But they're hard to find, hard to reach, and hard to warm up. Most agents spend more time prospecting than closing. We solve that.
Without Corporate Policy Leads
- Cold calling
- Unqualified prospects
- Wasted appointments
- Inconsistent pipeline
With Corporate Policy Leads
- Warm inbound leads
- Pre-qualified on tax paid and incorporation status
- Educated prospects ready to talk
- Consistent monthly pipeline
Three Steps. Zero Cold Calls.
We Identify
We run targeted campaigns to find incorporated business owners paying $40K+ in corporate taxes annually across the top US markets.
We Educate
We warm them up to the concept of using corporate life insurance as a legal tax savings strategy — before they ever speak to you.
We Deliver
Pre-qualified, motivated leads are booked directly into your calendar. You show up and do what you do best.
This Is Built for One Type of Professional.
Licensed life insurance agents and brokers who specialize — or want to specialize — in corporate-owned life insurance and tax savings strategies for business owners.
The Leads We Deliver Match This Exact Profile:
Incorporated
C-Corp, S-Corp, or LLC taxed as S-Corp
$40,000+ in Annual Corporate Taxes
Minimum threshold for meaningful tax savings
Actively Seeking
Legal tax reduction strategies
Decision Maker
The business owner, not an employee
Nationwide
All top US markets covered
Revenue and tax thresholds may vary by industry and margin profile.
We Operate in the Highest-Value Markets in the Country.
Additional states available on request.
Ready to See What a Consistent Pipeline Looks Like?
Book a free 15-minute call. We'll walk you through the lead qualification process, the volume available in your target states, and whether this is the right fit for your practice.