Grow Your Network, Grow Your Income
As an affiliate partner of Irongate Business Advisors, Credit and Refund Specialists is actively seeking seasoned professionals with established U.S.-based business networks to join our referral team. We are particularly interested in connecting with fractional CFOs and entrepreneurs who advise business owners and are looking to expand their value proposition through a flexible, remote consulting-style engagement.
This opportunity offers performance-based compensation, including commission income and ongoing monthly residuals tied to the business relationships you help initiate.
Ideal candidates include, but are not limited to:
Fractional CFOs and financial advisors
CPAs, accountants, and payroll professionals
Bookkeepers and business consultants
HR professionals and benefits consultants
Insurance agents and merchant service representatives
Bankers, lenders, and real estate professionals
Recruiters and relationship-driven professionals across industries
How It Works:
You introduce a qualified business owner from your network.
You schedule an introductory meeting.
Irongate’s advisors conduct the consultation and present tailored solutions.
The business owner elects to move forward with the program.
You earn monthly ongoing commission for the duration of the relationship.
This model is ideally suited for professionals who are comfortable initiating conversations, enjoy solving meaningful business challenges, and seek to build sustainable recurring income.
Sales experience is beneficial but not required; comprehensive training is provided. No health or life insurance license is necessary—your role is to facilitate the introduction, while Irongate’s expert advisors manage all program details and presentations.
If you are a fractional CFO, entrepreneur, or trusted advisor interested in exploring this partnership, we invite you to contact us for more information.
Leverage your professional network through our affiliate partnership with Irongate Business Advisors—a flexible, remote opportunity designed for fractional CFOs, entrepreneurs, and advisors who want to help business owners thrive while earning ongoing residuals.
Frequently asked questions
What exactly is the core value of IronGate’s program for a business owner?
It's a financial win-win with no downside. Business owners save an average of $1,120 per W2 employee per year on FICA payroll taxes. They use a portion of those savings to fund supplemental wellness benefits (telehealth, mental health, RX, etc.) for their team at zero out-of-pocket cost to the company or the employees. It makes the business more competitive for talent without increasing expenses.
What does the business owner have to change or pay?
Nothing. The program requires no implementation cost and does not replace or disrupt their existing major medical health insurance plan. The savings from the FICA tax reduction directly fund the new benefits.
Who is the perfect business owner to refer?
Any US business owner with W2 employees who is looking to control costs and improve their benefits package. It's especially compelling for owners concerned about rising healthcare costs, employee retention, or who want to offer more competitive benefits.
What is my role as a referral partner?
Your role is simple: identify and connect. You use your network to find business owners who could benefit, schedule an introductory conversation between them and an IronGate licensed advisor, and facilitate the connection. The IronGate team handles all the complex analysis, explanations, and implementation.
How does the compensation work for me?
You earn commission-based income for successful referrals. This typically includes an upfront commission when a business enrolls and often includes ongoing residuals for the life of the client relationship, creating a stream of recurring income.
Do I need any special license or expertise to explain this?
No. You are not selling insurance or giving financial advice. All program guidance and enrollment is handled exclusively by licensed IronGate professionals. Your expertise is in your network and your ability to make a warm introduction to a valuable solution.
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Contact
kevin@creditandrefund.com
570-252-1235
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Credit and Refund Specialists is an affiliate partner of IronGate Business Advisors.