Partner Alliance Application & Practice Survey

Join our nationwide network of Registered Investment Advisors (RIAs), CPAs, estate attorneys, and wealth managers. Co-advise with credentialed Registered Social Security Analysts (RSSA®) to deliver fiduciary-grade Social Security and Medicare IRMAA strategies to your clients.

15% Co-Advisory Split

Earn turnkey revenue splits or direct client co-advisory fees on every customized entitlement roadmap delivered.

Fiduciary Entitlement Desk

Our credentialed analysts handle complex claiming calculations, earnings records audits, and Form SSA-44 appeals.

White-Label & Webinars

Deliver co-branded executive audits and host turnkey entitlement educational masterclasses for your high-net-worth clients.

1. Firm & Executive Contact Information

Tell us about your organization and the primary advisor or point of contact.

2. Business Overview & Practice Profile

Help us understand your practice size, history, and client demographics.

Briefly describing your practice helps our alliance directors tailor our co-advisory presentation to your workflow.

3. Services Offered Survey

Select all services that your firm currently provides to your client base.

4. Partnership Goals & Timeline

Select how you wish to collaborate with First American Entitlement Services.

Encrypted SSL Application. Reviewed by Executive Alliance Leadership within 1 business day.