HomeBusiness Alliance: Referral Partner

Business Alliance: Referral Partner

The LifeCycle 401k referral partner program
Any LifeCycle 401k customer who lists you as the "How did you hear about us?" source when ordering their LifeCycle 401k plan can earn you money.

You earn a referral commission of $200 for each third-party company that adopts a LifeCycle 401k plan that names you as the "How did you learn about us?" source in our order form. Contact us for details.
You can choose to decline the commission and instead have us give the customer a $200 rebate on
their purchase.
If you are an FINRA Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions, you MUST select the customer rebate option.

Being a LifeCycle 401k Referral Partner is easy. You can simply mention LifeCycle 401k in a conversation, e-mail someone our web address or place a link to our website in your website.

To be eligible for Referral Partner income, you must already be registered with us as a Referral Partner when we receive the order mentioning you as the referral source. Register today.

Earn money - effortlessly
Earning Referral Partner income is easy...

ANY third-party company that, in ordering a LifeCycle 401k plan, names you as the "How did you learn about us?" source in our order form earns you the referral commission.
You can choose to decline the commission and instead let the customer have a $200 rebate on its LifeCycle 401k purchase.

Here are some ways Referral Partners can spread the word about LifeCycle 401k:

Place a link to the LifeCycle 401k website in your website.
Contact us if you need any logos or other artwork.
Mention LifeCycle 401k in your e-mail blasts.
Say as little or as much about LifeCycle 401k as you like to inspire people to visit our website and adopt a LifeCycle 401k self-service 401k plan. Be certain your audience knows who is sending them the ad so they know who to mark down in the "How did you hear about us?" section of our order form.
Please note that we DO NOT condone spam e-mail, fax or other campaigns
Please read the Referral Partner Agreement's section regarding spamming.
Run LifeCycle 401k ads in your newsletter or trade group publication.
Newsletter and/or trade group publications, particularly ones geared to small businesses or small business owners, are an excellent way to introduce people to LifeCycle 401k.
Good old fashioned word of mouth.
Sometimes simply telling someone about a useful product like LifeCycle 401k is enough to peak their interest and get them to visit our web site. If they are in the market for a cost-effective yet option-rich 401k plan, there is a good chance they will find LifeCycle 401k or one of our affiliated products ideal.

Everyone is eligible to be a LifeCycle 401k referral partner
Companies, partnerships, nonprofit associations, individuals.... They're all eligible to be 401k Easy Referral Partners.

We have a special referral partner program for nonprofit associations that allows them rewards that won't conflict with their nonprofit status. Visit the Nonprofit Association Referral Partner Program for details.
You do not need to be affiliated with the finance or retirement benefits industries to be a Referral Partner.
You do not need any 401k or retirement plan knowledge to be a Referral Partner. Just direct people to our website; it contains all the explanations and expertise, and we're easy to contact if people have any questions.
People with connections to small businesses or small business associations are particularly encouraged to join our Referral Partner Program. While LifeCycle 401k is completely scalable for use by companies of any size, it is particularly suited to businesses that employ 250 or fewer people. These businesses have largely been ignored by the traditional retirement benefits industry, and they are the most in need of affordable, quality retirement benefit options.

To gain a basic understanding of LifeCycle 401k (if you want such before approaching people about our customized product/service)...

Visit our Product Features, Pricing and Price Comparisons and Investments sections for key information about LifeCycle 401k.
The online Product Demos provide the ultimate hands-on product experience. The demo is a fully functioning version of the LifeCycle 401k software customized for a fictitious company plan.

Referral partner "responsibilities"
There are none. In signing on to be a Referral Partner you in no way commit yourself to generating any referral business for LifeCycle 401k.

You pay nothing and make no commitment to generating any sales in joining our Referral Partner Program.
Please read the Nonprofit Association Referral Partner Agreement before submitting your Referral Partner Application. Contact us if you have any questions.

Sign up for the program
To become a LifeCycle 401k Referral Partner and earn $200 for EACH company adopting a LifeCycle 401k plan that names you as the "How did you learn about us?" source in our order form.

First, read the Referral Partner Agreement.
All Referral Partner applicants must agree to the terms of the Agreement for their Referral Partner Applications to be acceptable.
Second, complete and submit your LifeCycle 401k Referral Partner Application (below).
You will receive an e-mail confirmation (or other, if you don't have e-mail) that you have been added to our Referral Partner Program and are eligible for the rights and benefits thereof as soon as your completed application has been processed. Once you receive this written confirmation, you will be eligible to earn referral commissions (or have customers you refer be eligible for the $200 rebate).
If you later decide you want to change any aspect of your Application...
If you later decide you want to change any aspect of your Application (such as a designation to have commissions deferred to the customer as a rebate), please contact us IN WRITING (e-mail transmission OK). Any change to your Application will not become effective until we notify you of its acceptance in writing.

Referral partner application

LifeCycle 401k REFERRAL PARTNER APPLICATION
Initial Application or Change to Previously-Submitted Application Initial application
Change(s) to previously submitted application
Company Name
Type of Business
Contact Person
Title
E-mail Address
Phone Number
 - 
Fax Number
 - 
Company Address
City
Zip
State
Web Address
Commission-Rebate Formula Do you wish to have any commission earned paid to you or rebated to the customer?
Pay commission    Rebate commission amount to customer

Are you an NASD Registered Representative or other government-regulated person or entity enjoined or prohibited by any association or professional rules from collecting undisclosed commissions?
Yes    No
Referral Partner Agreement I, the applicant in this Nonprofit Association Referral Partner Application, hereby accept the terms of the Referral Partner Program Agreement on this   day of   .
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