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!



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.


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.


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.


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.