Refer with confidence.
Get paid for it.
We lead with compliance documentation — not a savings pitch. Your clients receive a fully compliant §125 plan backed by a tax-counsel opinion letter and §213(d) substantiation. You receive a recurring referral relationship protected by a non-circumvention guarantee in writing.
Four relationships,
structured to fit.
Each partnership is built to extend the work you already do for your clients — never to compete with it.
Our partners value discretion. We keep their identities private at their request, in line with our privacy policy — no partner names or logos are displayed publicly without explicit written consent.
You already advise clients on benefit design. A §125 preventive healthcare plan is a natural extension — a tax-strategy layer that sits alongside existing coverage without displacing it. You refer, we implement, and you earn a monthly residual on every active employer.
Your clients trust you with payroll and tax strategy. When you identify an employer with 30+ W-2 employees, a §125 referral is a direct extension of your advisory role — one carrying a documented legal opinion letter, so you present it as a documented, compliant tax position, not a sales pitch.
Professional employer organizations manage payroll and HR for hundreds of employers at once. A single PEO relationship can activate the program across an entire client roster — with payroll integration handled by our team, so the administrative lift on your side stays minimal.
You process payroll for employers who qualify. Because our program runs through payroll, you sit closer to implementation than almost any other referral source. The §125 deduction appears on employee paystubs each cycle — so your clients see the savings every time they run payroll.
Three commitments we put in writing — not in a sales conversation.
A plan documented to the letter of the code
Every employer we onboard receives a tax-counsel legal opinion letter and full §213(d) substantiation. Not a generic plan document — a complete, substantiated compliance package aligned to IRS §125 and §213(d). When you refer a client, you hand them something they can share with their own attorney with confidence.
Paid monthly, every cycle
Partner compensation is paid monthly for each active employer. No upfront fees and no enrollment minimums to clear before you see income. As long as the employer stays enrolled, you are paid.
Your client stays your client
The non-circumvention guarantee is written into your agreement, not stated informally. We will not contact your clients outside the scope of plan administration, and we will never position ourselves to replace your advisory relationship.
Interested in partnering with us?
Complete the form and a member of our team will follow up within one business day. All inquiries are kept strictly confidential.
Inquiry received
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Book a partner intro call
A 15-minute conversation to walk through how the program works, what partners typically earn, and whether your client roster is a fit.