Financial Planning, Coaching & Wealth Management

couple with financial planner

Financial Planning, Coaching & Wealth Management

As a financial planner, making sure that your clients have a long and bright financial future is essential. You can help protect that future by providing identity theft and credit report monitoring. Partner with us to bring industry-leading identity theft and credit protection to your clients. You can bring value to your relationships with your clients at no cost to you. In fact, you can earn residual monthly commissions for every client that you enroll.*

We make it easy to partner with us!

You receive:

  • A Dedicated Account Manager
  • Custom Offers for Your Clients
  • Partner Portal
  • Custom Links
  • Marketing Collateral
  • Residual Income*

Commission and non-commission programs are available.

How Does Identity Protection and Credit Monitoring Help Your Clients?

Identity theft is on the rise. It is also one of the top crimes that Americans are most wary about. Partner with us to provide your clients with the following benefits;
  • Identity Theft and Credit Monitoring
  • Real-Time Fraud Alerts
  • Dark Web Monitoring
  • $1 Million in Identity Theft Insurance**
  • Credit Reports and Scores
Offering your clients the most innovative technology against identity theft can help bring your clients peace of mind and improve your relationships with them, allowing you to retain your customers and build new ones. BECOME A PARTNER  

Why Provide Credit Reports and Scores to Your Clients?

Financial planners know how important credit reports and scores can be for clients. After all, your credit report and score practically dictate all of your financial practices. Real-time monitoring of credit reports can provide an excellent overview of where a client stands financially as well as provide the first signs of identity theft if there is suspicious activity. With real-time alerts for new activities on credit reports, a credit score simulator tool and other services, your clients can rest assured that they have the best identity theft and credit monitoring protection available. BECOME A PARTNER

Become a Partner

We utilize powerful digital tools to actively monitor, report and protect the identity and credit status of our customers and can do the same for yours while you earn a residual monthly commission.*

*Terms and conditions apply.

**$1,000,000 ID Theft Coverage – provides up to $1,000,000 in coverage for: funds stolen by unauthorized electronic funds transfer from an account in your name, legal fees, miscellaneous expenses, and up to $1,500 per week (five weeks maximum) for wages lost while resolving a stolen identity event. Family members means the enrollee’s children under the age of twenty-four (24) who permanently live in the same residence as the enrollee at the time of the stolen identity event. Underwritten by AIG.

Source: Identity Theft Resource Center