For Brokers

Clients asking for a tailored financial wellness program?

If so, SmartPath can be your solution!

Clients asking for a tailored financial wellness program?

What’s in it for you?

Better understand your client's benefits needs through our aggregated reporting.

We provide key insights regarding the financial needs of your client’s population, which you can use to enhance your client's benefits strategy.

Ability to sell a modular program to an employer of any size and in any stage of financial wellness.

SmartPath is a great way for any size employer to take the first step into offering financial wellness and for employers who are fully invested into offering a holistic program.

Increase your value to your client by improving their utilization of benefits.

We drive benefit participation and enrollment through benefits education, which make you look good to your client.

Selling SmartPath


We're transparent about our pricing. It typically starts at $12 PEPY.

Clients pay for our program through wellness dollars, retirement plan assets and/or a direct investment.

Clients that Fit

Clients who have made investments in or supported wellness benefits in competitive industries for retention and talent with 1,000+ employees.

Any company that wants to:

  • Increase worker satisfaction
  • Increase employee retention
  • Increase retirement benefits
  • Delay retirement
  • Reduce employee stress
  • Reduce healthcare costs.

If you would like a quote for any of your clients, complete our form and we will reach out to you.