Affiliate partners

    Refer Wealth Vista. Earn recurring commission.

    For creators, communities, professionals and firms who want to point people at better retirement and estate planning without running the plans themselves.

    How the program works

    Get your link

    Sign up and receive a unique referral link and partner dashboard.

    Refer clients or peers

    Share it with clients, colleagues, your audience or your firm's network.

    Earn commission

    Receive recurring commission on every paid subscription that starts from your link.

    Track everything

    Clicks, sign-ups, conversions and payouts, visible in your dashboard.

    Apply to join

    Tell us where to reach you and we'll send the partner terms and your link.