Become a Trusted Partner/ Affiliate


How other professionals can benefit from being an affiliate

Our affiliate program enables professionals such as realtors, CPA’s, Tax Attorneys, Financial Planners etc. who regularly work with investors who may be interested in self-directed retirement plans to add value to their clients through providing resources that enable them to utilize self-directed retirement plans at discounted prices. These professionals in turn further solidify their status with their clients as trusted professionals and set themselves apart from the competition.


You don’t have to be an expert in ERISA code or qualified retirement plans to provide this resource to your clients, simply refer them to Quest Education and our back-office does the rest. We make the referral process simple and headache-free, this allows you to focus on your core business and allows the clients access to these powerful tools along with top-notch support. When your clients have questions, our staff will be there to help every step of the way. We will even provide you with marketing materials about our services that you can use with your clients at your request.

Making Referrals

If you know someone with a retirement account, chances are that our staff can show them newer and better retirement plan tools than what they have now. There are countless ways you might make referrals.

  • Tell a friend that they can get discounted pricing just by telling us you referred them
  • Offer a friend a no-obligation consultation about self-directed retirement plans
  • Tell a friend to go to our contact page at and indicate they were referred by you
  • Send us an email at [email protected] with the contact information of someone you know that may be interested


Product & Service Promotion

We can support you in the promotion of your own products and services to your referrals. We don’t complete, we complement.


Don’t send your clients to the search engines to hunt for these resources where your competitors are lurking, send them to a resource you know and trust. Take advantage of our thousands of hours of research and experience to provide this powerful resource to your clients hassle-free.

If you’re ready to get started, simply call (844) 401-5473

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