Brokers & Advisors

Why offer ESAs

To reduce employee financial stress for your clients

For you

• Be viewed as an expert and trusted advisor
• Provide clients with preferred pricing for a new, impactful benefit
• Win new accounts and deepen your relationships with clients
• Low-lift, flexible sales process with variable level of involvement

For your clients

• Keep employees engaged in a healthy savings habit that reduces retirement plan leakage
• Use it as a recruitment and retention tool in a tight labor market
• Low-cost benefit that provides impactful financial results for employees
• White glove implementation support for an easy-to-administer benefit for HR and payroll teams

People with adequate emergency savings are 70% more likely to contribute to DC retirement plan

People with access to emergency savings are 10x more likely to be focused at work

Check out our 3-minute demo video

See a quick overview of the employer portal and the employee app. If you have additional questions after viewing the demo, you'll be able to request additional information.

Watch the demo

Why SecureSave

The category-leading emergency saving solution

SecureSave is a high impact solution that delivers results

• Immediate influence on financial well-being
• Clients' employees can start saving immediately
• Start any time of year
• Not tied to any open enrollment period
• Strengthens existing client retirement plans
• A necessary complement to 401(k), 403(b), or pension plans
• Simple enrollment takes just a few minutes
• Easy signup process designed to drive high adoption rates
• Employer match & bonus capability
• Clients have the ability to match and provide flexible non-ERISA incentive structure

Learn more

60%

Adoption

Industry-leading adoption rates1

$76

Average monthly savings

25.7% of employees contribute more than they need to match1

87%

Savings retention

The vast majority of funds stay in employees' ESAs each month1

What does a typical partnership look like?

A partnership with SecureSave can offer you the following...

• Referral Partner Program
  Where your business sends leads over to SecureSave and receives preferred pricing
• Standard Referral Agreement
  A co-signed agreement where the referring company receives revenue share if the lead purchases SecureSave
• Revenue Share Opportunity
  Based on clients who launch SecureSave, partner receives a percentage of program revenue earned

What partners get from SecureSave

• Dedicated SecureSave relationship manager and onboarding specialist
  Experts from our team as both your main point of contact and providing support to your clients during implementation
• Custom reporting for you and your clients
  Understand the impact of your clients' emergency savings programs with detailed reporting
• Sales and Marketing support
  Co-branded content with SecureSave marketing team and sales support from SecureSave's sales team

Partner with SecureSave

Join our partner program, then start referring companies.

Our partnerships team will provide a discount for your clients. We’ll also discuss other ways we can partner with you, including asset management custody arrangements, product integrations, and bundling.

For more information, please email us at info@securesave.com or fill out our web form.