If you’re a licensed financial advisor, you understand the importance of insurance. Not only is it important to do estate planning and cover liabilities, but it is crucial to plan for premature, unexpected, or catastrophic declines of health. Our biggest asset our ability to earn an income. Our health is our biggest asset yet living benefits have some lowest rates of market penetration of any financial product.
Financial advisors have an impossible job, you’re expected to be an expert in everything finance related, which is unrealistic. Financial planning teams dominate the market for high-net-worth individuals for this reason. Personal financial planning is too vast of a subject for one person to know everything. For the outliers who do, you will need to prove this on a case-by-case basis because the onus is always on the financial advisor to know their product, know their client, and make the most suitable recommendation.
Licensed Affiliate Payouts
The more referrals you make, the more passive commission you earn! The following are our payouts
Our Affiliate Platform
Leverage our expertise in health insurance to complete the service offering to your clients. Our affiliate system will manage our relationship in a customizable way by accounting for referrals, ensuring compensation, but also a allowing to exclude business lines.
Our platform is designed to simplify cross marketing between license insurance advisors. Our link section is continuously growing to offer a variety marketing options including affiliate links with different landing pages, embeddable forms, banners, affiliate numbers, and affiliate phone numbers for elite affiliate brokers. You can also email us referrals and they will get tracked by the system.
Our Client Experience
Once a referral is received, we will reach out to your client however they chose, whether by email or by phone. A Red Helm Insurance advisor will provide them with market research and a recommendation relevant to their request. Red Helm will then follow up until they no longer require the coverage, or the insurance policy is placed. When the policy gets placed, the affiliate broker will see the closed transaction on our affiliate portal and will be credited their commission.
Test our services by getting a customized health benefit plan quote from one of our advisors to better get to know our process.
Find Out For Yourself
Our Insurance Carriers
All quotes are provided by Red Helm Insurance Ltd. FSRA license #37440M, an independent brokerage specializing in health benefits. While all effort is made to ensure accuracy, quotes, rates, and plan details may be subject to review or change without prior notice. Plan eligibility is not guaranteed and may be subject to a medical questionnaire or other eligibility criteria. By submitting your information in our quote request form, you are accepting the terms and conditions of our website and are accepting that we communicate with you electronically for the purpose of solicitation.