Ready to learn more? Join us LIVE this Thursday at 4:30 PM CST/5:30 PM EST
Identify clients who could benefit from retirement income or protection planning.
Our experienced Retirement Advisors manage the entire multi-meeting process, from creating and delivering the client’s customized “ON-TRACK RETIREMENT PLAN” to handling the application and transfer process.
Earn 50% of the commission on every closed case — plus production value credit toward your business growth.
The Elevate Program is a structured referral partnership that allows you to introduce clients to our retirement planning team for advanced planning needs—without you having to become a retirement specialist. You stay in your lane, your client gets expert guidance, and you participate in the revenue when appropriate.
Yes—100%. You remain the primary relationship holder. Our role is to support your client in specific retirement planning areas, not replace you. We view ourselves as an extension of your practice, not a competitor.
No. We do not market to, cross-sell, or prospect your client outside the scope of the referral. Any future planning discussions occur with transparency and in collaboration with you.
Elevate works best for clients approaching or in retirement who have questions around income planning, market risk, taxes, Social Security, Medicare decisions, legacy & long-term care planning, or rollover strategies. If the conversation is getting more complex than your core offering, it’s usually a great Elevate fit.
We make it simple. You introduce the program and make a warm introduction. From there, we handle scheduling, education, and planning—while keeping you informed at key milestones so you’re never out of the loop.
The first meeting is an On-Track Retirement Review—a non-product, educational conversation focused on clarity, gaps, and priorities. There is no pressure and no obligation. The goal is to help the client understand where they stand and what decisions may be coming.
Compensation is referral-based and paid when business is written, following compliance guidelines. The structure allows you to participate in commissions without needing to write, service, or manage the retirement product yourself.
That’s very common. Our role is not to disrupt existing relationships but to help the client evaluate whether their current strategy still fits their goals. Many reviews simply provide confirmation and peace of mind.
You’ll receive updates at key points in the process, and you’re always welcome to join calls when appropriate. Transparency and communication are core expectations within the Elevate Program.
Our retirement team operates with a fiduciary mindset, a proven process, and a strong track record of working alongside referring professionals. The Elevate Program was built specifically to protect your relationships, enhance your value, and help your clients make confident retirement decisions.
These agents didn’t have time to become retirement experts — but they didn’t want to leave money on the table either.
You’re already sitting with the right clients.
Let’s help you earn more — without working more.
A Community of Trusted Partners and Leaders In The Insurance Marketing Organization (IMO) Industry.
