Client promotions
Discuss an exclusive promotion that fits the people you serve. Specific offers are agreed together.
WORKING TOGETHER
Our community.
More possibilities, together.
For realtors, lenders, builders, and insurance agents who want to bring financial wellness education into the conversations they’re already having with families.
Start a partnership conversationSHARED COMMUNITY. THOUGHTFUL COLLABORATION.
A useful next step for the families we serve.
Our partner channel brings together exclusive promotions for partners’ clients, two-way referrals, and collaborative advertising. Each arrangement begins with a conversation and agreed details.
We welcome opportunities that connect families with practical financial education. We discuss the scope, messaging, and next steps together before sharing a promotion.
WAYS TO EXPLORE
Two-way introductions
Explore a referral relationship with clear expectations and respect for each client’s choice.
Collaborative advertising
Coordinate education and approved messaging for our shared community.
THE CONVERSATION CAN START HERE
Let’s talk about the families we serve.
Tell us what you’re considering. We’ll follow up with the details for your next step.
PROSPERA HERITAGE
For the ones
we’re building for.
Our money supports more than a list of bills. It supports the people, memories, and possibilities we care about.
Illustrative stock photograph · Fabricio Miranda / Pexels
PROSPERA HERITAGE
YOUR MONEY.
YOUR DIRECTION.
A two-minute pause. Three questions. One next step. Make room for what matters with our free monthly check-in.
Take our monthly check-in