Partner Programs

Partner With Allsup

Support your members, employees, clients, and retirees through retirement transitions — with Allsup's proven expertise behind you.

Why Partner

What Every Partner Gets

🏆

Expert Credibility

30+ years of retirement expertise you can offer under your brand.

🔧

Turnkey Programs

Ready-to-launch workshops, webinars, and resources — no heavy lift.

📊

Reporting & Analytics

Engagement dashboards and outcome reporting for every program.

🤝

Dedicated Support

A dedicated partner success team from launch through ongoing operations.

How It Works

Simple to Launch. Easy to Scale.

01

Discovery Call

We learn about your members, employees, or clients and identify the right program fit.

02

Program Design

We build or adapt a co-branded program in 2–4 weeks — no heavy internal resources required.

03

Launch

Your program goes live with full marketing support, training, and a dedicated partner manager.

04

Measure & Scale

You receive regular reporting on engagement and outcomes — and we grow together.

All Partner Programs

Find Your Program

Expected Outcomes

What Success Looks Like

🏦
Credit Union
40%

of members engage with Medicare resources in year one

🏢
Employer
85%

of turning-65 employees feel more confident after workshops

🤝
Broker Partner
3x

higher client retention among clients receiving Medicare support

Pilot Program

Start with a 90-Day Pilot

Low commitment. High signal. Designed to prove value before you scale.

Pilot Includes

  • Co-branded program design
  • 2–4 educational webinars or workshops
  • Dedicated partner success manager
  • Member/employee engagement tracking
  • Monthly performance reporting
  • 90-day outcome summary

Request a Pilot