Corporate Retirement

Keep retirement conversations in your relationship — not lost to an outside firm.

When your business-owner clients ask about company retirement plans, you no longer have to turn it away or hand the relationship to someone outside your office. Connect them to our vetted retirement partner network and stay at the center of the relationship.

Express interest
You keep the client relationship. You're credited on the business. We handle carrier access, placement, and the back office.
The Opportunity in Your Book

Business owners regularly ask their trusted advisor about setting up or improving a company retirement plan. Without a place to send it, that conversation — and often the broader relationship — walks out the door. A vetted partner network lets you say “yes,” keep the relationship, and remain the connector your client trusts.

What We Place
This is a partnership and referral relationship. JF Insurance Partners does not provide investment advice, securities, or plan-specific recommendations through this channel.
How it works

Bring the case. We handle the rest.

STEP 01

Express interest

Share the company basics and what's prompting the conversation.

STEP 02

We connect you

Your client is introduced to a specialist from our vetted retirement partner network.

STEP 03

You stay in the relationship

The work is handled by the partner; you remain your client's trusted connection.

Why route it through JF Insurance Partners

Your relationship. Our infrastructure.

  • ✓Say “yes” without referring the relationship out of your office
  • ✓A vetted partner network of retirement specialists
  • ✓No securities licensing required to participate in the connection
  • ✓You're the relationship — we coordinate the partnership
One form

Send the case in minutes.

Submit the details through the unified intake and our team takes it from there — with your office attribution attached so you're credited on the business.

Express interest

Have a case ready?

Send it now — you stay the advisor of record.

Express interest

Prefer email? retirement@jfinsurancepartners.com