Join Holistiplans Exclusive Partner Program
For special deals on our complete suite of planning tools, guarantees to delight your advisors and drive more business
For special deals on our complete suite of planning tools, guarantees to delight your advisors and drive more business
Partner with Holistiplan to bring our award-winning tax, insurance, and estate planning software to your advisors. With our exclusive Partner Program, you’ll get special deals, along with resources and educational webinars to empower your advisors with the best technology to drive their businesses forward.
Broker Discount
Exclusive deals only available to exclusive partners.
Curated Marketing Material
Receive tailored resources to showcase the power of your partnership with Holistiplan.
Exclusive deals only available to exclusive partners
Educational webinars designed specifically for your advisors, from tax planning strategies to platform demos.
Reach out to our team at partnerships@holistiplan.com and we’ll be in touch.