Affiliate Program Benefits

As an affiliate partner of Sense Financial, you are entitled to many benefits and privileges. We strive to provide the most comprehensive support and excellent services to help you succeed. Here are some of the benefits you will enjoy with our Affiliate Program:

1. Referral fee

For each successful referral, we will be glad to offer you a referral fee. This fee is $100 per each new client.

2. Services to your clients

By referring clients to us, not only you will earn a referral fee, you will be doing a service to your clients.

Many investors are still unaware of the self-directed retirement options available to them and are missing out on potential earning opportunities. By introducing them to better retirement planning solutions, you are guiding your clients toward a better financial future.

We have helped hundreds of investors all over the country and received great feedback from our clients. With us, your clients will receive outstanding service and support from our experienced team.

3. Discounted pricing

As an affiliate partner, you are able to offer a discount to your client and stay competitive in the market.

We also offer a discounted rate to you. If you are looking to set up a self-directed Solo 401k or IRA for yourself, you will also be able to sign up for our service at a discounted price.

4. Simple process

With the Affiliate Program at Sense Financial, there is no complicated franchising paperwork, no investment upfront, and no experience on the subject required.

5. Back office support

Our back office staff is available to answer any question your clients may have and facilitate the process from the beginning till the end. All you have to do is referring clients to us.

Our experienced team has years of experience working with retirement planning and researching IRS rules and regulations. Leave the hard work to us. Referring your clients to us is a great way to free up your time and effort while still providing added service to your clients.

6. Additional benefits

Many of our partners are real estate investment providers, tax consultants, accountants, attorneys, and financial planners. They have found our self-directed IRA and Solo 401k services a great additional offering that goes hand-in-hand with their core services.

By referring your clients to our experienced team, you will enhance your status as a trusted advisors to your clients.

Once your client has set up a self-directed retirement account, you will also have the opportunity to provide services to the newly created IRA or Solo 401k, such as offering tax services or investment products.