Earn 20% for two years

Recommend NestBridge to people planning their retirement and earn 20% of every Premier subscription you refer — for two full years, renewals included. No website or audience required: emailing your link to a friend earns exactly the same as a review post.

Apply to join Free to apply · No website needed · Every application personally reviewed

How it works

Three steps from application to your first commission.

1

Apply free

Tell us a little about where you'd promote NestBridge. We review every application by hand and send your unique referral link once you're approved.

2

Share your link

Put it in a blog post or newsletter — or just email it to a friend, send it in a text, or pass it along in conversation. It's one link and it works the same everywhere. Anyone who clicks it is tracked for 60 days, so they don't have to subscribe on their first visit.

3

Get paid

Earn 20% when your referral's subscription starts paying, and 20% again when they renew a year later. Track everything from your affiliate dashboard.

Who this is a good fit for

NestBridge converts best with people already thinking about their retirement number — whether that's an audience of fifty thousand or five friends around a dinner table.

Sharing one to one

Anyone with friends or family near retirement — the people who keep asking how they're supposed to figure this out. Send them your link in an email or a text.
NestBridge members who already use it and get asked what they're planning with.
Accountants, attorneys & benefits staff who field retirement questions all day but don't sell planning software.

Sharing to an audience

Personal finance bloggers — especially FIRE, early retirement, and tax-efficient withdrawal content.
YouTube & podcast creators covering retirement planning, Social Security, or 401(k)/IRA strategy.
Newsletter writers with a subscriber base in their 40s through 60s.
Financial coaches & educators who want to give clients planning software without building it.
Course creators teaching retirement or investing fundamentals.
Community moderators in retirement, FIRE, and personal finance forums.

Common questions

How is my commission calculated?

You earn 20% of what your referral actually pays — once when their first payment goes through, and again when they renew a year later. That's two commissions per customer, and there's no cap on how many customers you refer.

When is a commission earned?

NestBridge Premier starts with a 14-day free trial. Your commission is earned when that trial converts into a paid subscription, not at signup — so there's a short delay between referring someone and seeing the commission confirmed.

What happens if my referral cancels?

You keep commissions on payments that were actually collected. If someone cancels before their trial ends, no payment was made, so no commission is due. If they cancel during year two, you simply don't earn that renewal.

Does the customer have to buy right away?

No. Clicking your link sets a 60-day tracking cookie, so if someone reads your review today and subscribes seven weeks later, the referral still counts as yours.

Do I need a website to join?

No. Your referral link is a normal web link — it tracks the same whether someone clicks it from a blog post, an email you sent them, a text message, or a group chat. If you don't have a site or channel, leave the website field on the application blank and just tell us who you'd be sharing it with.

Do I need a big audience to be approved?

No, and there's no traffic minimum at all — plenty of our affiliates simply pass their link to friends and colleagues. We review every application by hand and what we're looking for is relevance: a handful of people actively planning their retirement is a better fit than a large audience with no interest in the topic.

Can I refer people by email?

Yes, as long as you're emailing people who already know you — friends, colleagues, clients, or a list that opted in to hear from you. What you can't do is send your link in unsolicited bulk email or buy a list to blast. That's the one thing that gets an affiliate account closed.

How long does approval take?

We review applications manually, usually within a couple of business days. You'll get your referral link by email as soon as you're approved.

What are the rules on how I promote?

Please don't bid on "NestBridge" or close variants in search ads, and don't present yourself as NestBridge or as a licensed financial advisor acting on our behalf. You also may not contact, market to, or add referred NestBridge customers to any mailing list of your own. If you share your link by email or message, send it only to people who already know you — no unsolicited bulk email. Finally, commissions aren't paid on your own subscription or on duplicate accounts you control. Beyond that, how you promote is up to you.

Apply to join

Every application is read by a person. Tell us where you'd promote NestBridge and we'll get back to you within a couple of business days.

We'll send your approval and referral link here.
Leave this blank if you'll be sharing your link privately — we don't need a URL to approve you.
There's no minimum — we care more about relevance than size.
Leave it blank if you'd rather not say. A short phrase helps us review faster — "a few friends retiring soon" is a perfectly good answer.

Already an affiliate? Use the dashboard link from your approval email.

Disclaimer

For educational purposes only. Not intended to provide legal, tax, investment, or financial planning advice.

NestBridge is not a financial advisor or financial planner. NestBridge is not a registered investment adviser, broker-dealer, or tax adviser, and is not licensed as a financial adviser or investment adviser in any state. All projections and outputs are estimates based on the information you provide — they are not guarantees of future results. Past performance is not indicative of future results.

ALL FUTURE PROJECTIONS ARE ESTIMATES ONLY. AS THE PROJECTION PERIOD INCREASES, SO DOES THE POSSIBLE MARGIN OF ERROR. Projections should be reviewed at least yearly and updated with current information.