Start Your Evaluation

Select Your Evaluation Path

Whether you are a business owner seeking tax indemnification & R&D credits or an agent looking to present these solutions to clients, choose your path below.

For Business Owners

Evaluate your organization for Section 125 employee-benefit tax indemnity programs and R&D tax credit savings.

100% Tax Indemnified Solutions
Average $1,500/employee FICA savings
Compliant 15-Minute Business Survey

Business Evaluation

For Agents & Advisors

Join our agent network to offer proprietary Section 125 tax indemnity and R&D credit programs to your commercial clients.

Dedicated Affiliate Link & Tracking Portal
Generous Recurring Override Commissions
Full Turnkey Underwriting & Legal Support

Agent Information & Waitlist