You’re being asked to help with things outside your core expertise—like employee benefits and insurance You want to help, but you don’t offer those services, and you're cautious about making the wrong referral.
That puts you in a tough spot.You feel pulled in too many directions, and sometimes even frustrated—because you want to show up fully for your clients, but you're not sure how to help without overstepping or risking your reputation.
Good People Deserve Good Help
It shouldn't be this hard to do the right thing
Clients deserve great help
You deserve trusted partners who reflect well on you
You’ve worked hard to become your clients’ first call.
You’ve earned that trust by showing up, delivering, and caring. We know how important it is to protect that—and how hard it is to find partners who do the same.
You shouldn’t have to roll the dice every time someone asks for a referral.
We’ve helped many businesses and families navigate insurance, benefits, and planning with clarity and confidence.We work directly with trusted advisors—like you—to solve problems, add value, and make you look good in the process.
Deep experience across employee benefits, individual planning, and risk
Zero-pressure, service-first approach that keeps you at the center
Regular updates and clear communication so you’re never in the dark
You don’t have to be the expert in everything—just the one who knows who to call.
A trusted network of professionals aligned in values, committed to delivering more for the clients we serve.
You want to grow your business with people who share your values — but finding the right professionals to trust takes time
We’ve spent years building a network of like-minded partners, and we’re here to help you expand yours.
Preferred Partner
Valuable, low-lift benefits that make the relationship feel worthwhile and official.
Inclusion in Pennworth’s trusted referral network, with appropriate introductions to your ideal clients
Visibility and positioning as a vetted professional resource for Pennworth clients
Occasional opportunities for shared content, panels, or attendance at select events
Priority consideration for client needs related to your expertise
Warm communication whenever mutual opportunities arise
Collaborative Partner
More intentional visibility, co-marketing, and higher likelihood of introductions.
Regular exchange of introductions where client needs align
Opportunities to co-host events, webinars, or roundtables to boost your visibility
Joint content creation (articles, LinkedIn posts, video clips, etc.) to reach broader audiences
Strategic conversations about shared clients or opportunities in your pipeline
Access to Pennworth’s PSP community for broader networking and collaboration
Elite Partner
Premium, high-impact access and strategic collaboration that elevates their business.
Proactive, high-quality introductions from Pennworth based on deeper understanding of your ideal client
Personalized annual partnership plan focused on shared growth opportunities
VIP access to Pennworth Signature Events (Deal & Connect, Masters Cocktail Party, Pigeons & Birdies, SOTF events, etc.)
Opportunities for integrated branding, premium visibility, and high-level co-marketing
Participation in strategic planning sessions or quarterly check-ins to drive real business development outcomes
You risk letting your clients down when they need help beyond your scope
You may feel uncertain or uncomfortable sending them to just anyone
You lose time trying to find answers or handle issues that aren’t yours
You miss opportunities to deepen your value and expand your network
Worst of all—you could make a referral that damages your reputation
You become an even more trusted, go-to resource
Your clients get the help they need—and thank you for it
You expand your value without expanding your workload
You build a long-term relationship with a partner who reflects your values
You create win-win opportunities for your clients, your business, and yourself
As a Pennworth Strategic Partner, you can expect:
Increased client trust. You become the person who always knows where to turn—even outside your core services.
Less pressure to solve everything alone. You’ll finally have a go-to partner for benefits, insurance, and planning—without adding more to your plate.
Stronger client relationships. Helping your clients navigate complex issues makes you more valuable, more connected, and more remembered.
Strategic visibility and alignment. We’ll look for ways to support your business, co-host events, and collaborate on opportunities.
A true win-win. Your clients get great service. You get peace of mind. And we grow together.
