Life, Inc. Partner Program
Expand your business and your revenue by offering a 401(k) solution to your clients. The Life, Inc. Partner Program is a partnership where you maintain control of the client relationship, and we handle the rest.
Partner with a 401(k) firm you can trust.
Life, Inc. Retirement Services is dedicated to offering customized retirement plans along with a high-level of support to your clients.
“Robo” 401(k) solutions are one size fits all. Our dedicated 401(k) experts will work with your clients to help find a solution that fits their business, not the other way around.
Our Services
Proactive Planning
Your client’s business is unique. Their retirement plan should fit their goals.
Our 401(k) experts advice your clients when changes should be made to maximize the benefits of offering a retirement plan.
Compliance
Your client’s aren’t in the 401(k) business.
That;s why we handle the administration and compliance for your clients.
We file their 5500, manage employee notices and the annual testing.
Investment Management
We act as fiduciary on the retirement plan for your clients.
Life, Inc. handles the investment management, enrollment and education for your client’s employees.
How do we support you?
Custom Landing Page
You’ll recieve a personalized landing page to assist in referring your clients.
Each page has guides along with our Retirement Plan Evaluator tool to help educate your clients.
Sales Concepts & Ideas
As a partner of Life, Inc., you’ll be included in our Partner Program newsletter.
We share sales conepts and ideas with you to help find the best way to grow your new revenue stream.
Easy Access
At any time, you’ll acces to one of our 401(k) experts.
Whether to speak with a client or educate you on what’s available, we here to help at any point of the process.
Reach out to learn more about the Partner Program.
A member of our team will explain the process and revenue share of joining our Partner Program.