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For agents Find an agent JLFG

Schedule a call with JLFG

Pick the conversation that fits. All free, no obligation. We're a small team — every meeting is with Jon directly until further notice.

For licensed insurance agents
Recruiting · new agents

One Blue Ocean Concept

45 min · Mon-Fri 8a-2p ET · Jon + Lorena

A 45-min session with Jon Lynch + Lorena to walk through The One Blue Ocean Concept end-to-end — carrier shelf, contract levels, first-90-days plan, and how the $11.99 leads flow. Virtual on Google Meet or in-person at Brickell Key, Miami.

Book 45-min consultation →
Recruiting · active

JLIG agent intro call

15 min

Already licensed + actively producing? Quick intro for active agents exploring the JLIG recruiting platform — carrier appointments, override structure, lead flow.

Book 15-min intro →
For small businesses + brokers
Lending · borrowers

Working capital consultation

30 min

Small business owner exploring capital? We discuss your monthly revenue, time in business, use of proceeds, and which products (MCA, line of credit, term loan, equipment financing, SBA) fit your situation. No fees, no obligation.

Book 30-min consultation →
Partnership · brokers

Broker partnership intro

30 min

MCA brokers + ISOs: discuss Lending by JLFG sub-broker comp (5-7% of advance), the Working Capital Moment cross-sell into JLIG insurance, deal-flow expectations, and broker onboarding.

Book 30-min intro →
Partnership · funders

Funder partnership intro

45 min

Institutional funders + MCA capital providers: walk your funding box, industry/geo restrictions, deal flow we can deliver, ISO Agreement / NCND structure, and reporting requirements.

Book 45-min discovery →
Post-funding · WCM

Jon-direct: $500K+ Working Capital follow-up

30 min

Reserved for businesses who recently funded $500K+ through Lending by JLFG. Review post-funding insurance + protection needs (key-person, BOP, workers comp, life). Auto-booked by the JLFG Working Capital Moment cross-sell pipeline.

Book 30-min review →
Don't see what you need? Email [email protected] or call (786) 777-8869.
Email link short-cut: https://insurance.jonlynchfinancial.com/book redirects per event type (e.g. /book/blue-ocean, /book/lending, /book/broker, /book/funder).