Affiliate Program

We initially launched our affiliate program in 2011 and had very positive results. Currently, we are expanding it and would like to invite you to participate. If you know or work with other investors, you can earn commissions, offer them discounts and/or provide value-added services to your own offerings.

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.

After 5 successful referrals, the fee will increase to $200 for each new client. To maintain the increased rate, you must provide at least 3 referrals within a 12-month period.

2. Services to your clients

By referring clients to us, not only will you 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 refer 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.
Referral Process

Once you signed the Affiliate Agreement, you are ready to start referring clients to us and enjoy all the benefits as an Affiliate Partner.

Here is how the referring process works:

Step 1: Talk to your clients about us

Many of our clients have found the Solo 401k and Self-directed IRA LLC great solutions. These plans, however, are relatively unknown to many investors. Therefore, the greatest service you can do to your clients and other investors you know is to educate them on these self-directed retirement options.

Marketing materials: To assist you with this step, we have many resources available, including brochures, articles, educational videos and presentations. Feel free to refer to our website for more resources.
Website: If you have a website and would like to promote our service on your website or blog page, feel free to reach out to us. We will be glad to assist you to create a webpage about us and our services.

Step 2: Referring clients to us

Once you refer a client to us, we will create a profile for this client in our Client Relationship Management system and assign your name as the referral source. This way we can track the progress and this ensure that you will get paid if/when referral becomes a client. In order to do so we need at least an email address and also a phone number would be great. Once you have a potential lead, you can refer them to us in two easy way:

Email: The easiest way to let us know about your lead is to introduce us to your client via email (please copy Dmitriy at dmitriy@sensefinancial.com).

Web contact form: If you have a website and can set up a contact form, feel free to let us know and set up a notification to our email. This is a great way to automate the referring process. We will take care of the potential leads and credit you when they become clients with us.

Step 3: Referral Payment

Referral payments are made after we settle the transaction with the new client.

Please let us know in advance your preferred payment method.
Resources
Affiliate Agreement Form

Add-on Services for Professionals

If your profession goes hand in hand with self-directed IRA/401k investing, adding our services to your own offerings helps you create additional value for your clients by allowing them to fully utilize a self-directed IRA or 401k for alternative investments.

This, in turn, creates value for you by enhancing your status as a trusted advisor to your clients, by direct profit on the self-directed IRA itself, by supporting upsells of additional services from you – or any combination of these.

Realtors
CPAs
Tax Attorneys
Financial Planners
Real Estate Investment Providers and Operators

Let Us Do the Research

Why aren’t more professionals in these industries serving this growing market?

Simple: they don’t want to become an expert on E.R.I.S.A. code or retirement accounts, but instead want to focus on their core business.

Researching even a dozen out of hundreds of self-directed IRA companies can be tedious enough, let alone reading thousands of pages of tax code and becoming confident enough to support your clients and their self-directed IRAs.

We get it – that is exactly why we have created our back office support program for these professionals.

Stephen

“I recommend services Sense Financial offers and refer our clients to them. Each client received the best possible service. Every entrepreneur should be aware of the self-directed Solo 401k Plans they offers and I will continue recommend their services.”

Stephen Hall – CEO, Robert Hall & Associates Tax Consultants

Discounted Prices for Affiliates on Our Services

Special Offers to Your Referrals

Back Office Support from Our IRA/401k Experts

Back Office Support

Our back office support works seamlessly with your business.

When you or your clients have questions, you can rest assured that one of our representatives will be there to answer them. Have your client come into your office and get all of their questions answered over a conference call, or tell your friend that they can get a discount from us by simply mentioning your name.

If you know someone with a retirement account, chances are they will benefit from knowing us.

You don’t have to buy into a franchise opportunity, you don’t have to make a significant investment, and you don’t even have to become an expert on self-directed IRAs/401ks.

Marketing Materials

Take Part in This Multi-Trillion Dollar Industry

We've Done the Research - So You Don't Have to!

Marketing Materials

Your clients may have questions about how to self-direct their IRA or 401k, how they work, what structure to use or perhaps there are questions they haven’t even thought of to ask.

Don’t send them down the road of researching hundreds of companies on their own. Instead, give them your own material based on our research.

As our affiliate, you benefit from thousands of man-hours of research with our product. We will put your company logo and contact information on all of our marketing material and you will have valuable information to give to your clients.

State of the art website
Educational Articles
Webinars
Live Events
Educational Videos
And More!

Offering a self-directed IRA or Solo 401k to your clients can add significant value to your business and will separate you from your competitors. With our affiliate program, you can do this without becoming an expert on the subject or even changing your business model. As a Sense Financial affiliate, all you have to do is say “yes” when a customer asks if you know how to use retirement funds for alternative IRA investments. We will pick it up from there.

Get Started Today.

Complete our affiliate agreement to offer added value to other investors and stay competitive in your field!

Affiliate Agreement

Our expert team is always ready to answer your questions! Give us a call at (949) 272-8785. You can email us at contact@sensefinancial.com

Sense Financial Affiliate Program

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 an affiliate, you can earn up to $200 for every successful referral. If you know or work with other investors, this program gives you the opportunity to earn commissions while also offering your clients or contacts exclusive discounts and/or providing additional value through your own products and services.

Referral Benefits

Resources

Become an Affiliate

Referral Process

Talk to your clients about us

Many of our clients have found the Solo 401k and Self-directed IRA LLC great solutions. These plans, however, are relatively unknown to many investors. Therefore, the greatest service you can do to your clients and other investors you know is to educate them on these self-directed retirement options.

Referring clients to us

Once you have a potential lead, you can refer them to us!

The easiest way to let us know about your lead is to introduce us to your client via email (dmitriy@sensefinancial.com)

Referral Payment

Referral payments are made after we settle the transaction with the new client.

Please let us know in advance your preferred payment method.

Referral Benefits

Referral fee

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

After 5 successful referrals, the fee will increase to $200 for each new client. To maintain the increased rate, you must provide at least 3 referrals within a 12-month period.

Services to your clients

By referring clients to us, not only will you 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.

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.

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.

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 refer clients to us.

Additional benefits

By referring your clients, you will enhance your status as a trusted advisors to your clients and have the opportunity to provide services to the newly created IRA or Solo 401k, such as offering tax services or investment products.

Affiliate Program 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 clients to us!

Affiliate Agreement Form