Give your people a wealth team, at no cost to you.
For real estate brokerages, mortgage lenders, title companies and businesses that want to do more for their people. Your agents, clients or employees get real help with health costs, wills and trusts, taxes and retirement.
Built for groups that take care of their people
Real estate brokerages
Give your agents health coverage, retirement and tax help that most 1099s never get.
See if you qualify →Mortgage lenders & title companies
Give your team and your clients a wealth team that helps them pay off homes faster and build wealth.
See if you qualify →Employers & aligned businesses
For businesses that want to do more for their employees, without adding cost to the budget.
See if you qualify →A full wealth team, one easy link
We review the benefits you offer today, then give your people access to our services at a discount or at no charge as part of the program.
Lower health costs
We look for ways to cut health insurance costs for your people and your business.
See if you qualify →Wills & trusts
Wills and trusts for your employees, set up through our independent legal partner.
See if you qualify →Business entity structure
The right legal entity and setup, reviewed with our tax and legal partners.
See if you qualify →Free financial strategy reviews
Every member of your team can get a free financial strategy review.
See if you qualify →Tax sessions at program pricing
Tax sessions with our independent tax partner at fixed program pricing.
See if you qualify →Guaranteed income
Guaranteed lifetime income options for retirement, through licensed team members.
See if you qualify →Simple to start, no cost to you
Intro call with Andrew
We learn about your people and what they need most.
We set up access
A simple link, a lunch-and-learn, or a page just for your group.
Your people get help
They get one team for health, income, taxes and debt. You get a benefit that keeps them around.
Meet the partner team
Andrew Payne
Partner · Head of Partner Program. Built for the home industry: realtors, mortgage brokers, title companies and more.
Garrett Alcorn
President · Senior Wealth Strategist
See if your company can join
Tell us a little about your company and Andrew will reach out to set up a quick intro. If you tick "news and updates", we email about once a month and you can unsubscribe anytime.
Prefer to talk first? Book a call with Andrew.
Talk with Andrew about partnering
A quick call to see if the program is a fit for your group.
Free call. No cost, no obligation. Trouble seeing times? Open the booking page.
Services are provided by TruPath Wealth and independent licensed professionals. Participation is voluntary: no one in your organization is steered to or required to use any provider or product, and TruPath pays no referral fees to partner organizations. For education only.