Partners
White-label partner management and performance
Total Partners
12
5 white-label, 4 referral, 3 affiliate
Partner Revenue
$462K
18.5%
vs last quarterPartner Agents
45
across all partner organizations
Leads Generated
1,635
22.3%
vs last quarterPartner Organizations
RS
Retirement Solutions Inc
activeWhite Label • 12 agents • Since Mar 2024
Leads
456
Revenue
$125,000
GY
Golden Years Advisory
activeReferral • 8 agents • Since Jun 2024
Leads
312
Revenue
$89,500
SL
SecureLife Partners
activeWhite Label • 15 agents • Since Jan 2024
Leads
524
Revenue
$156,800
LF
Legacy Financial Group
pendingAffiliate • 6 agents • Since Nov 2025
Leads
198
Revenue
$52,400
HW
Horizon Wealth
activeReferral • 4 agents • Since Sep 2024
Leads
145
Revenue
$38,200
Partners by Type
12
Total
White Label
5Referral
4Affiliate
3Top Performing Partners
1
SecureLife Partners
524 leads
$156,800
2
Retirement Solutions Inc
456 leads
$125,000
3
Golden Years Advisory
312 leads
$89,500