Cost-saving focus Position TSI as a cost-efficient alternative to traditional severance through the SUB Plan structure, highlighting potential client savings of 25% to 45% while preserving employee income.

Compliance and risk Emphasize TSI’s access to RVI Group’s regulatory, accounting, and valuation resources to reassure prospects about compliance, reporting accuracy, and governance when implementing residual value insurance-backed programs.

SMB to mid-market Target mid-sized employers in financial services and related sectors with 11-50 employees who seek scalable, customizable severance alternatives that align with company culture and budgeting needs.

Integrated tech Leverage TSI’s tech stack (HubSpot, WordPress, Google Cloud, Office 365) to streamline outreach, client onboarding, policy management, and analytics—demonstrating efficiency gains to prospective buyers.

Strategic partnerships Highlight opportunities to co-market with allied providers and leverage shareable case studies (e.g., Milestones Day School collaborations and AdvancingMilestones partnerships) to build credibility and expand reach.