Why Partner With GE

Why Become a GE Referral Partner?

Leverage Relationships You've Already Built

You've spent years building trusted professional relationships. Introduce suitable clients and contacts to GE Private Wealth Club and create another potential revenue stream from those existing connections.

Earn Upfront and Recurring Commissions

Earn 25% on qualifying new member enrollment revenue, plus 10% on qualifying monthly subscription payments while the referred member remains active and paying.

Add Revenue Without Building Another Business

Expand your potential income opportunities by introducing clients to an established financial education community.

Build Strategic Partnerships

Develop relationships with other entrepreneurs, financial educators, and established service professionals.

Your Own Referral Dashboard

Track referrals, new enrollments, recurring commissions, and payment history in one convenient location.

Professional Marketing Resources

Access professionally created GE promotional materials, shareable links, approved marketing copy, and personalized QR codes.

Who Can Participate

Who Can Become a Referral Partner?

The network is open to qualified individuals and organizations who already have relationships with entrepreneurs, business owners, investors, and people seeking financial education.

  • Business owners and entrepreneurs
  • Business coaches and consultants
  • Financial educators
  • Self-directed IRA service providers and custodians
  • Retirement planning service organizations
  • CPA firms and tax professionals
  • Estate planning and trust service providers
  • Real estate professionals and educators
  • Professional associations
  • Community leaders
  • Speakers and authors
  • Business networking organizations
  • Other approved individuals and businesses

Businesses and professionals with regulated activities must comply with their own employer policies, licensing restrictions, professional obligations, and applicable laws. GE referral membership does not authorize regulated investment, insurance, legal, or tax advice.

Business / Institutional Referral Partner

For companies, organizations, and professional service providers interested in an ongoing referral relationship.

FreeApply as a business
Referral Commission Structure

Earn 25% Upfront + 10% Monthly Recurring Commissions

One introduction can create two potential income streams: a one-time commission on the new enrollment, and a recurring commission on each qualifying monthly membership payment.

Stream 1 · One-Time

New Member Enrollment

Eligible enrollment fee
$1,297.00
Referral commission
25%

$1,297.00 × 25% = $324.25

Per qualifying fully paid new member enrollment.

Stream 2 · Recurring

Recurring Membership

Monthly membership fee
$99.00
Recurring commission
10%

$99.00 × 10% = $9.90 per paid month

Per qualifying active paying referred member, each month.

Partners continue to earn the eligible recurring commission while the referred member remains actively subscribed, successfully pays qualifying membership fees, and the partner remains eligible under the agreement. This is not a guaranteed lifetime payment. Recurring commissions end when the qualifying subscription or referral compensation eligibility ends, subject to the referral agreement.

Important Eligibility Rules
  • The 25% commission applies to qualifying new GE Private Wealth Club enrollment payments.
  • The 10% recurring commission applies to qualifying monthly membership payments from members referred by the partner.
  • Commissions do not apply to unrelated GE products or services.
  • All commissions are subject to the referral agreement, partner eligibility, and applicable laws.

What Qualifies for Commission?

25% — New Member Enrollments

Earn 25% on qualifying initial GE Private Wealth Club enrollment payments.

10% — Recurring Membership Payments

Earn 10% on qualifying monthly membership payments from your referred members while payments and partner eligibility continue.

Commissions apply only to eligible GE Private Wealth Club enrollment and membership payments. Other products, services, investments, insurance, and retirement account transactions are excluded. All commissions are subject to the referral agreement.

Payment Plans

If a new member enrolls on an approved installment plan, enrollment commissions are based only on qualifying enrollment installments actually received — never on a payment not yet collected. Installment payments are tracked separately from monthly membership payments.

Approval & Holding Period

Every commission moves through: Pending Enrollment → Enrollment Confirmed → Payment Verified → Holding Period → Approved → Payable → Paid → Reversed / Disqualified. A 30-day holding period follows each successful payment. Refunds, chargebacks, cancellations and disputes can affect eligibility.

Good Standing

Commissions are paid only to active, approved partners in good standing, only where legally permitted, and after any role or licensing restrictions are reviewed.

GE Referral Partner

An approved individual or organization authorized to introduce prospective members to eligible GE Private Wealth Club enrollment opportunities under the referral agreement.

Participation does not authorize anyone to sell securities, insurance, retirement products, or financial services.