VIP Partner App
Referral Partners
- Employer Retirement Accounts
JBA Wealth Management & Human Interest
About JBA Wealth Management
Based out of Fort Collins, Colorado, JBA Wealth Management specializes in financial planning, wealth management, and tailored retirement solutions. They work closely with clients to build secure corporate and personal wealth strategies.
About Human Interest
Human Interest is a leading digital-first 401(k) provider focused on making retirement plans accessible and affordable for small and medium-sized businesses. Their automated platform simplifies administration and compliance for employers while helping employees seamlessly save for the future.
- Individual Life & Disability Insurance
JBA Wealth Management (Individual Solutions – Darin Luze)
About
For specialized personal coverage, Darren Luzzi at JVA Wealth Management provides expert guidance on individual life insurance and individual disability insurance. Darren helps clients protect their income and secure long-term financial stability with personalized risk-management strategies.
- Unicycle Business Consulting
About
Based out of Fort Collins, Colorado, Unicycle Business Consulting is led by Tami Parker. Tami and her team focus on strategic growth, operations optimization, and helping businesses scale effectively by establishing clear standards and streamlined business structures.
- The Arizona Group (also known as Arizona Federal)
About
Led by Mike Gladnick and his dedicated crew, The Arizona Group brings deep expertise and specialized solutions to our clients.
Why They’re a Great Partner for Group Major Medical
They serve as an exceptional referral source strictly for Group Major Medical. They excel at delivering tailored corporate health insurance plans that match the strategic benefit needs of growing employers.
- ATMA PMF
About
ATMA PMF serves as our primary Individual Coverage Health Reimbursement Arrangement (ICHRA) referral source. Led by Mike Markland, they specialize in helping businesses transition from traditional group health insurance models to defined contribution health plans, giving employees personalized choices while protecting employer budgets.
- Red River Payroll Services
About
Based out of Oklahoma, Red River Payroll Services is led by Steve Hobbs. They provide robust, comprehensive payroll solutions, tax compliance management, and human resource support tools specifically tailored to streamline back-office management for business clients.