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SBP's partnership with Managed Wealth Financial extends the PROTECT pillar of the Save.Build.Protect. framework by connecting employer-partner employees with licensed financial professionals who specialize in 21st-century wealth-building strategies.
Managed Wealth Financial, operating with elite insurance networks for over 25 years, provides families and individuals with personalized financial education and planning services — including tax-advantaged wealth accumulation, debt management, insurance protection, and asset preservation strategies.
Where Quantum addresses immediate benefit costs and TripValet adds lifestyle value, Managed Wealth Financial addresses the deeper, long-term financial security needs of employees and independent business developers who are ready to take control of their financial future.
SBP team members serve as a referral and introduction channel, identifying employees within the employer-partner network who are candidates for personalized financial planning. This warm referral structure leverages the trust already established through the SBP benefit relationship, significantly reducing the cost of client acquisition for Managed Wealth Financial while generating referral-based commission income for SBP.
Through existing employer relationships, SBP identifies employees ready for personalized financial planning.
SBP makes a trusted referral to Managed Wealth Financial's licensed professionals — no cold calls, no pressure.
Licensed advisors create a customized financial strategy covering insurance, savings, debt reduction, and wealth building.
SBP earns referral commissions on enrolled clients and financial product placements — a B2C commissioned residual stream.
Comprehensive insurance strategies tailored to individual and family needs — life, disability, and supplemental coverage through elite carrier networks.
Wealth accumulation strategies that leverage tax-advantaged vehicles, helping employees build long-term financial security while minimizing tax burden.
Structured debt management plans and asset preservation strategies that protect what employees have already built while accelerating their path to financial freedom.
Employees gain access to licensed financial professionals at zero upfront cost. The value is delivered before any financial commitment.
SBP earns referral commissions on enrolled clients and insurance/financial product placements — creating a sustainable B2C residual revenue stream.
The trust established through existing SBP employer relationships dramatically reduces client acquisition costs and increases conversion rates for Managed Wealth Financial.
Qualified individuals within the employer network can join the Managed Wealth Financial team, generating additional income opportunity for SBP's referral pipeline.
Connect your employees with licensed financial professionals who specialize in personalized wealth-building and protection strategies.
Enroll Your CompanyLuxury travel incentives that drive employee retention — Dream Certificates quarterly, Cruise Certificate at 12 months.
50/50 passive real estate partnerships in top growth markets. ~$1K/mo cash flow per property.
Section 125 pre-tax health benefits. Employers save $600–900/employee/year. Zero cost to implement.