Partner Program

Earn Referral Fees From Retirement-Ready Clients — Partner With RetireStack

We qualify the leads. You close the deals. Apply in 60 seconds and start earning referral fees from business owners and retirees who are ready to act.

Apply as a Partner → See What You'd Earn

RetireStack sends pre-qualified leads to financial advisors, M&A brokers, SBA lenders, and annuity providers — and pays referral fees when those leads convert. No license required from RetireStack. Partners include M&A brokers (5–10% of commission), SBA lenders (1% of funded loans), and annuity lead aggregators ($20–200/lead). Apply in 60 seconds and receive your unique tracking link within 24 hours.

How It Works

Three steps from application to your first referral fee.

RetireStack Attracts Traffic

We draw retirement-ready pre-retirees and business owners through calculators, guides, and tools — 10,000+ monthly visitors who are actively planning their financial future.

We Qualify the Leads

Behavioral signals and intake forms identify which stage each visitor is in. Only leads with clear intent get referred — no tire-kickers, no unqualified inquiries.

You Earn the Referral Fee

Referred leads close with you. You report the closing; RetireStack invoices a pre-agreed referral fee. Commission paid within 30 days of closing confirmation.

Commission Calculator

See what your referral fee income could look like based on your deal flow.

Partner Type

Deal Size ($)

Your Commission Rate: 8%

5%10%

Estimated Referral Fee Income

$16,000

On a $2M deal at 8% commission ($160K), RetireStack's referral fee is $8,000–$16,000 (5–10% of your commission).

Partner Types

RetireStack works with four categories of financial professionals.

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M&A Brokers

5–10% of your commission

We send business owners thinking about selling — typically $500K–$10M exits. You close the deal. Earn a referral fee equal to 5–10% of your commission on close.

Apply as M&A Broker →

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SBA Lenders

1% of funded loan amount

We send SMB owners seeking acquisition financing, working capital, or SBA 7(a) buyout loans. You fund the loan. RetireStack earns 1% of the funded loan amount as a referral fee.

Apply as SBA Lender →

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Annuity Providers

$20–$200 per qualified lead

We send retirees and pre-retirees optimizing retirement income — many coming directly off our annuity calculator. You write the annuity contract. Pay a per-lead referral fee on qualified submissions.

Apply as Annuity Partner →

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Reverse Mortgage Originators

Per-funded-loan fee

We send homeowners 62+ exploring home equity strategies and HECM options. You originate the reverse mortgage. Earn a flat per-funded-loan referral fee negotiated at onboarding.

Apply as Reverse Mortgage Partner →

Frequently Asked Questions

How does RetireStack qualify leads? ›

We use behavioral signals and intake forms to identify which stage of planning each visitor is in. We only refer leads that have expressed clear intent — e.g., a business owner who completed our exit readiness calculator, or a federal employee who finished our FERS income gap analysis.

What does a referral look like? ›

A URL with your partner code appended. We track clicks, lead submissions, and conversions in the commission dashboard. When a visitor clicks your referral link and converts, the event is logged to your pipeline in real-time.

When do I get paid? ›

After your referred client closes. Commission paid within 30 days of closing confirmation. You submit a closing notice with deal details; RetireStack invoices based on the agreed referral rate.

Do I need a license? ›

No. RetireStack handles all consumer-facing compliance. You just need to be licensed in your own business — e.g., a licensed M&A broker, SBA-authorized lender, or licensed insurance agent.

What's the minimum volume? ›

No minimum. We work with solo brokers and institutional lenders equally. There are no monthly fees, no commitments, and no quotas. You earn when leads convert.

Can I track my leads? ›

Yes. Partner dashboard shows clicks, leads, conversions, and pending/paid commissions in real-time. You receive a unique referral code and tracking link when your application is approved.