RetireStack serves thousands of Americans planning retirement. When a visitor uses our tools and expresses interest in professional guidance, we match them to a qualified partner — by specialty and region — and make a warm introduction.
Every lead you receive has already self-qualified. They've used the tools, done the research, and raised their hand.
They run a FERS pension estimate, model TSP rollover scenarios, price LTC coverage, or compare retirement communities. Real intent, not casual browsing.
When they express interest in professional guidance, our matching logic routes them to the right partner type — federal advisor or LTC specialist — in their geography.
You receive a brief on the lead's profile and intent. They receive your intro. No cold outreach — the connection is made in context of the tool they already used.
Whether you specialize in federal retirement planning or long-term care insurance, there's a lead stream built for your practice.
ChFEBC, CFP, and CSRS/FERS specialists who advise federal employees on pension optimization, TSP strategy, and benefit elections.
Federal employee, ages 50–62, planning retirement within 1–5 years. TSP balance $200K–$1M+. Often within 5 years of FERS MRA. Active users, not window shoppers.
Carriers and independent agents specializing in long-term care insurance, hybrid life/LTC policies, and care cost planning.
Pre-retirees and recent retirees, ages 50–70, actively researching LTC coverage options. Have modeled care costs, compared policies, and expressed intent to purchase or consult.
We work with each partner to find the arrangement that fits their volume and conversion model. The intro call is where we figure out what makes sense.
Pay a fixed fee per qualified lead delivered. Rate is set based on specialty, region, and typical conversion value. Predictable cost, no surprises.
Prefer performance-based? We can structure a share on converted leads. Details discussed on intro call. Works well for partners with strong close rates.
All leads are self-qualified through tool usage before referral. No cold lists, no scraped contacts. If a lead doesn't meet the agreed profile, we make it right.
RetireStack is a vertical platform — every visitor is here specifically for retirement planning. The intent density is why leads convert.
Partner testimonials coming soon.
We're onboarding our founding partner cohort now. If you're reading this, you're early — and that's a good thing.
Part of the Stack Network.
RetireStack is operated by Steeled Inc., the team behind StackNetwork.ai — a family of vertical AI platforms serving specific professional communities.
Tell us about your practice. We review every application and respond within 2 business days to schedule an intro call.