Become a SecureSave partner

Help your clients launch an emergency savings program

We make it easy for our partners to make emergency savings a key part of their product lineup and a new growth opportunity with their clients.  

Contact our team
Help your clients launch an emergency savings program.

Who partners with SecureSave  

Referral

Independent advisors, accountants, consultants

  • Simple opt-in agreement
  • Easy to set up
  • Referral reimbursement

Contracted

Recordkeepers, Benefit Brokers

  • Signed contracts
  • Co-branding opportunities
  • Refer directly
  • Referral reimbursement

Distribution

Financial institutions

  • Signed contracts
  • Co-branding opportunities
  • System integration options
  • Sell or refer directly

Why make emergency savings a key part of your growth strategy?

Employees love it

Employers are looking for it

Generate new revenue

Win new accounts



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 referrals@securesave.com or fill out our web form.