Group Advisors
Referral Partner Program

Refer Employers. Earn Ongoing Commissions with Group Advisors

Become a Referral Partner with Group Advisors and earn a commission for each enrolled employee, at the rate set in your partner agreement. Introduce employers to a Section 125 Cafeteria Plan wellness program designed so there is no out-of-pocket cost to the employer or the employee.

Earn
A commission per enrolled employee
Recurring Commissions
While your client stays enrolled, at the rate in your agreement
Simple Introduction
We handle the heavy lifting

Affiliate Portal

Pipeline tracking
Commission reports
Sub-affiliate and team tools
Follow-ups
Ongoing commissions

Quick Start Process

Here is what joining actually involves:

Step 1
Apply and speak with our team
Step 2
Sign the partner agreement
Step 3
Complete payout setup
Step 4
Make your first referral

Why Partner with Group Advisors?

You make the introduction. We handle the heavy lifting: the sales process, the onboarding, and the client support.

Bring Clients Something Useful

A Section 125 Cafeteria Plan wellness program designed so there is no out-of-pocket cost to the employer or the employee.

Diversify Your Service Portfolio

Add the program to what you already offer. No delivery work and no build cost falls to you.

Ongoing Commissions

Earn a commission per enrolled employee, at the rate in your partner agreement, while your client stays enrolled.

Hands-Off Implementation

Make the introduction and we take it from there. Implementation typically takes 30 to 45 days and is guided step by step.

Referral Pipeline Tracking

Use the affiliate portal to see where each referral stands, work your follow-ups, and read your commission reports.

Build a Team

Add sub-affiliates and set their payout amounts yourself. Payouts to your team come out of your own commission.

Who Makes an Ideal Referral Partner for Our Program?

The program fits professionals and firms who already work closely with employers on payroll, benefits, and financial decisions.

Insurance Brokers & Benefits Advisors

Advisors who already talk to employers about their benefits programme.

  • Your clients already ask about payroll costs and benefits
  • Runs alongside their existing insurance and their existing broker
  • You make the introduction; we run the sales process
  • The program is not insurance and does not replace their coverage

Tax Credit & Business Funding Experts

Advisors who work on tax incentives, grants, and funding for businesses.

  • You already discuss payroll taxes with these clients
  • Section 125 sits next to the work you already do
  • A reason to go back to clients after a one-off engagement
  • No filing or advisory work falls to you

Growth Coaches & Business Strategists

Mentors and consultants who help companies scale and improve operations.

  • Payroll cost comes up in almost every engagement
  • Complements your advisory work rather than competing with it
  • Each employer gets a proposal from their own payroll census
  • You introduce; we handle onboarding and support

Business & Management Consultants

Strategic advisors helping companies improve performance and operations.

  • Fits engagements where payroll cost is already on the table
  • Adds to your service model without adding delivery work
  • The employer sees estimates built from their real census
  • We take the client from introduction through go-live

Fractional CFO Services

Part-time finance leaders handling financial planning for several businesses.

  • You already own the payroll and FICA conversation
  • Projected employer savings are shown before program fees
  • Estimates come from the client census, labelled as estimates
  • No operational load on your engagement

CPAs & Accounting Professionals

Firms and advisors guiding clients on tax planning and financial efficiency.

  • Section 125 is already familiar territory for your clients
  • Complements the advisory work you do all year
  • We prepare the plan documents; the employer stays the plan sponsor
  • You are not asked to advise on the plan itself

Legal & Compliance Advisors

Consultants guiding businesses on regulatory and operational matters.

  • Your clients ask about payroll and benefits structure
  • The program operates under Section 125 of the Internal Revenue Code
  • We prepare the plan documents and guide each compliance step
  • Adds non-legal value to your advisory portfolio

Payroll Service Providers

Businesses that handle payroll processing and workforce payments.

  • Payroll deduction is the mechanism, so the topic is already yours
  • We read payroll data by upload or with your help
  • We do not run payroll and do not write deductions back
  • You make the introduction and we take it from there

PEOs & HR Outsourcing Providers

Organizations offering HR and workforce services to employer clients.

  • Sits alongside the HR services you already deliver
  • No change to the employer existing insurance or broker
  • US HealthCenter handles employee support and communication
  • Implementation typically takes 30 to 45 days

If you already advise business owners, CFOs, HR managers, or finance leads, the introduction is a natural one. You earn a commission per enrolled employee at the rate set in your partner agreement.

Tools, Training & Sales Support

What you actually get when you join: the affiliate portal, a referral link, optional training, and a Group Advisors rep who can run the client meeting with you.

Your Portal, Link & Training

When you join you get an affiliate portal and a shareable referral link. A short training module is available if you want it. Your commission rate, as agreed, is shown in the portal read-only.

What You Get

Affiliate Portal

Your pipeline, follow-ups, commission reports, and agreed rate

Shareable Referral Link

Clients who sign up through your link are attributed to you

Training Modules

A short optional training, about 20 minutes

Sub-Affiliate Tools

Build a team and set their payout amounts yourself

Sales Support on Your Referrals

You do not have to present the program yourself. Book the appointment from your portal and a Group Advisors sales rep can run the meeting with you. We take the client from that meeting through onboarding and go-live.

How Support Works

Book the appointment
Booking from your portal is what sends the client their invite
A rep can present with you
A Group Advisors sales rep can run the client meeting alongside you
We run the client onboarding
Proposal, plan documents, and implementation are handled by us
US HealthCenter supports employees
Our administration partner communicates with employees directly

How Partners Work With Us

The referral partner program in plain terms: what it costs, what you sign, how you are paid, and what you can see.

Free to join

There is no cost to become a Group Advisors referral partner.

Agreement and payout setup

You sign a partner agreement and complete payout setup before commissions are paid.

Commissions per enrolled employee

You earn a commission for each enrolled employee, at the rate set in your agreement.

Portal visibility

The affiliate portal shows your referral pipeline, your commission reports, and your agreed rate.

Optional short training

A training module of about 20 minutes is available if you want it.

Build a team

You can add sub-affiliates and set their payout amounts, which come out of your own commission.

Commission rates are set in your partner agreement. Group Advisors does not publish a standard rate and does not promise any level of earnings.

Ready to Get Started?

Free to join. Sign the partner agreement and share your first referral the same day.

Book a Call

Schedule a call with our partner team to learn more and get started.

Apply Online

Complete our simple online application to join the partner program.

Call Us Directly

Call our team to ask questions about the partner program.

(407) 391-1355

Partner Team

📧 info@groupadvisors.com
📞 (407) 391-1355

Partner Support

📧 info@groupadvisors.com
📞 (407) 391-1355
We reply within one business day