REFER & REWARD

Partner with Wealth Axle

Wealth Axle is here to help you stay informed for your employer clients and participants.

Here you can find our resources all in one place.

The Wealth Axle Professional Partnership Program

At WealthAxle, we act as a seamless extension of your team—handling implementation, compliance, and employee education with white-glove service. You maintain the primary relationship. We bring the strategy, execution, and support.

This is a true partnership model:
✅ You stay at the center of the client relationship
✅ We deliver results under your umbrella
✅ You earn a 20% referral fee on every successful consulting arrangement

Whether your client needs group benefits, HRAs, or help navigating health insurance options, you don’t have to turn them away, or try to DIY it.

Let’s win together.

Shared Lead Generation

We can supply you with an embeddable widget for your website. All leads generated will be tagged to your business and converted leads credited to you. Together we nurture the pipeline.

How We Partner with Tax, Accounting & Bookkeeping Firms

Grow Your Firm By Partnering with Wealth Axle

As a trusted advisor managing accounting and payroll, you’re in a powerful position to help your clients save money and stay compliant. By partnering with Wealth Axle, you can integrate Health Reimbursement Arrangements (HRAs) seamlessly into your payroll services—creating a new revenue opportunity and adding a high-value benefit to your existing offerings.

Together, we make it easy for your clients to offer affordable, flexible health benefits while you strengthen your role as a strategic partner. We handle the insurance side and you handle the books. It’s a win for your clients, and a win for your firm.

How We Partner with Real Estate Firms

Support the Move. Strengthen the Relationship.
Whether your client is buying, selling, or relocating a facility, it’s the perfect time to reassess how they care for their team. By partnering with Wealth Axle, you can offer a strategic connection that helps business owners reduce their health benefit costs and simplify compliance—right when they’re making big decisions.

Our white-glove health benefits consulting fits seamlessly into your service stack, and as a thank-you, we offer 20% of our consulting fee for every successful referral.

You help them move buildings, we help them build smarter businesses. Let’s partner for better client outcomes.

How We Partner with other Financial Professionals Advisors, Insurance Agents

At Wealth Axle, we partner with financial advisors, insurance agents, and other service-based professionals to help you confidently address group health benefits without taking on the complexity yourself. Whether your client is a high-net-worth business owner or a growing small business, we act as an extension of your team, delivering white-glove implementation, compliance, and support while you remain the central relationship.

You bring the opportunity and we bring the strategy, service, and execution.

And with a 20% referral fee on every successful consulting engagement, it’s a partnership that pays.

Marketing Collateral & Client Engagement Materials

Download any of the marketing collateral below to share with your clientele

Educational Resources

Need more information? We have it!

Videos & Previous Webinars

Coming Soon!