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Sense Financial  Affiliate Program

Earn $100 per successful referral
After 5 successful referrals: Earn $200 per successful referral

The $200 rate begins with the sixth successful referral.
Maintain the $200 rate with at least 3 successful referrals within a 12-month period.

Become an Affiliate

Sense Financial initially launched its affiliate program in 2011, with very positive results. We are now expanding the program and would like to invite you to participate.

As a Sense Financial affiliate, you can earn up to $200 for every successful referral while helping your family, friends or clients access self-directed retirement solutions designed for alternative investing. We handle the consultation, education and setup process, so you can add value to your relationships without becoming an expert in self-directed retirement plans.

Referral Benefits

How It Works

Resources

Referral Benefits 

Referral Fee

For each successful referral, you’ll receive $100. After five successful referrals, your referral fee increases to $200 per new client.

 The $200 rate begins with the sixth successful referral. To maintain the increased rate, you must provide at least 3 successful referrals within a 12-month period. 

Add Value for Your Referrals

Help your referrals discover retirement options they may not have known were available. 

Our team will educate them on self-directed retirement plans and help them determine whether one of our solutions fits their needs.

Discounted Pricing

Affiliate partners receive access to preferred pricing for both their referrals and their own Sense Financial plan.

Email us for current affiliate pricing: contact@sensefinancial.com

Simple Process

With the Affiliate Program at Sense Financial, there is no upfront investment and no specialized retirement-plan expertise required. Make the introduction and our team will handle the education, consultation, and setup process.

Back Office Support

Our experienced team handles client questions and guides your referrals through the process from initial consultation through plan setup. You make the introduction; we’ll take it from there.

Expand the Services You Can Offer

By introducing referrals to us, you can expand the solutions available to them while remaining their trusted advisor. Depending on your business, you may also have opportunities to provide ongoing tax, real estate, or other professional services related to assets held within their self-directed retirement plan.

How It Works

Identify Someone Who May Benefit

Many investors are unaware that retirement funds can be used for alternative investments through self-directed retirement plans. If you have friends, family or clients who may benefit from a Solo 401k or Checkbook IRA, simply introduce them to our team. 

Make the Introduction

The easiest way to make a referral is to introduce us by email at brett@sensefinancial.com. We’ll take it from there.

Receive Referral Payment

Once your referral becomes a paying Sense Financial client, we’ll process your referral payment.

Resources

Solo 401k Presentation

Solo 401k Brochure

Checkbook IRA Brochure

Quick Tip Videos

Become an Affiliate Today! 

To become an affiliate, the process is simple. Complete our Affiliate Agreement Form and start referring your contacts to us!

Affiliate Agreement Form

You don’t need to become an expert in self-directed retirement plans to offer your friends, family or clients another valuable resource. Simply introduce them to Sense Financial. Our team will explain their options, answer their questions, and guide them through the setup process.

Have questions about our Affiliate Program? Our experienced team is happy to help. Call us at (949) 272-8785 or email contact@sensefinancial.com