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Offer financial wellness to your Medicare clients

 

Health and wealth go hand in hand in retirement.  The Brokerage Inc. has partnered with Retirable to provide your clients with our financial wellness benefits while growing your client relationships, retention, and revenue. For free!

 

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Apply to start referring your clients!

Together, we can give your clients:

Dedicated financial fiduciaries

Your clients' dedicated advisor will help them manage their investments, spend smarter, and navigate key financial decisions to help with their financial success.

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Free planning consultations

We make it easy for clients to start through a free, no-obligation financial consultation to make sure we are a good fit for their needs.

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Retirement income specialists

All advisors are directly employed by Retirable and U.S. based, licensed fiduciaries, specializing in holistic retirement planning and income generation.

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Industry low fees

We only charge 0.75% on the first $500k of assets, and nothing on anything above. There is no minimum savings requirement enabling us to help all your clients.

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What's Next?

Our partnerships team will send more information about how to start referring clients to Retirable

Medical Insurance

Deepen Relationships

Provide your clients with a holistic health and wealth retirement solution with our complementary benefits

Boost Retention

Boost Annual Renewals

We’ll build your AEP renewals into client financial plans so they know where to turn ahead of each season.

Increase Revenue

Increase Revenue 

To make this decision even easier, you’ll receive regular payouts for qualified introductions and more.

© 2022 Retirable Inc. All rights reserved.

Legal

Retirable, Inc. ('Retirable') is an SEC registered investment advisor. By using this website, you accept our Terms and Conditions and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

For more information, see our Form ADV Part II and other disclosures.