Group Benefits (6)

The 3-Hour Protection Plan for Busy Business Owners

How to Secure Your Family and Business Income—Without Interrupting Your Workday

Helping overlooked business owners build bulletproof protection for everything they’ve worked so hard to build.

 

What’s at Risk?

  • 1 unexpected illness = 3 months without revenue
  • 70% of small biz owners have no income protection
  • One event could drain savings, stall payroll, and jeopardize your family’s home

The Kaizen Method (3-Hour Setup)

  1. 30-Minute Discovery Call – Understand your priorities
  2. 30-Minute Plan Design – Custom quote walkthrough
  3. 2-Hour Policy Issuance – Review & Sign

Your Action Plan

  • Book your free 15-minute consult with Martelli
  • Bring your EIN, annual revenue, and one personal financial goal

The Small Biz Group Benefits Starter Kit

Retain Top Talent Without Breaking the Bank

Why Benefits Matter More Than Ever

  • 54% of employees say they’d leave a job for better benefits
  • Health & financial benefits are now the #1 retention factor

What You Can Offer (At Any Budget)

  • Health, Dental, Vision
  • Life, Disability, Accident
  • Paid Leave Solutions

The 2-Week Setup Plan

  1. Needs Assessment
  2. Quick Quote Plan
  3. Enrollment Support & Ongoing Broker Access

FAQs from Real Owners

  • “Do I need to pay 100%?”
    • No, we customized it to your desired approached
  • What’s the minimum group size?
    • 4, is our minimun participation requirement
  • How fast can I get started?
    • Book your strategy call now to and we will help get you guys onboarded in the most optimized time

Kaizen Difference

  • Local broker, real-time communication
  • Plan builds in 72 hours or basic plan

Pregnancy Income Planner: Get Paid While Bonding With Baby

How to Create a Personal Maternity Leave Plan That Pays You

 

The Problem No One Talks About

  • Maternity leave isn’t guaranteed or paid for most women
  • Many discover too late that savings won’t be enough

 

The 3-Step Pregnancy Income Plan

  1. Book a 15-minute income planning consult
  2. Explore disability & maternity payout options
  3. Choose a timeline that aligns with your due date

Emotional Reassurance

  • You deserve time to rest, bond, and recover
  • This plan ensures your peace of mind

What You’ll Receive

  • Simple quote for monthly coverage
  • Timeline for payout windows
  • Ongoing check-ins & support through birth