Financial Advisor Partner Program
Solar is a financial product. Treat it like one.
Tax credits, fixed energy hedging, and home value lift — your clients should be hearing this from you. Earn up to $1,500 per closed solar deal, for life.
Why financial advisors win with SunSurge
Your clients trust you with the bigger picture.
Solar isn't a home improvement — it's a 25-year fixed-rate energy contract with a federal tax credit attached. That's your wheelhouse.
Up to $1,500 per closed deal
Lifetime tiers. Hit Gold and every future referral pays $1,500.
Built into your planning conversation
30% federal tax credit, locked energy costs, and home value lift — all things you already discuss.
Compounds with your AUM relationship
Save the client more on energy, free up cash for the portfolio. Everyone wins.
Florida-licensed & insured
Your firm's reputation is protected. Fully licensed in FL, A+ BBB.
Fast 14-day payouts
Direct deposit within 14 days of system activation.
Dedicated partner rep
A real person who handles the technical work — you stay the trusted advisor.
Lifetime Commission Tiers
The more you refer, the more you earn — forever.
Tiers are based on your lifetime deal count, not monthly volume. Climb once, stay there.
Bronze Partner
1–9 deals
per closed deal
Silver Partner
10–24 deals
per closed deal
Gold Partner
25+ deals
per closed deal
Quick math: Refer 25 customers at Gold and that's $37,500 in lifetime commission — and every deal after pays $1,500.
The Financial Advisor Playbook
Five clients on your book right now.
You already have the data. Run the simple math and the conversation writes itself.
- Retirees on fixed income with rising utility bills
- High-income clients with federal tax liability worth offsetting
- Pre-retirees looking to lock in long-term household costs
- Clients refinancing or restructuring their primary residence
- Real estate–heavy clients who care about property value
The Customer Advantage
Your customer gets thousands in free upgrades.
Every homeowner you refer picks one premium home improvement on us. A real, tangible bonus they'll see and use every day. It's a hook you can pitch the second you mention solar.
Premium Gutters
Full seamless gutter install or replacement, built for Florida downpours.
Backyard Fencing
Privacy or decorative fencing for real privacy and real curb appeal.
Water Softener
Whole-home water treatment for softer skin, cleaner dishes, and longer-lasting appliances.
Electric Golf Cart
A street-legal electric golf cart delivered to their driveway.
Home Upgrade
Epoxy garage floors, luxury vinyl flooring, or a half-bath renovation.
The pitch writes itself.
"Solar gives you a 30% federal tax credit, fixed energy costs for 25 years, and a free premium home upgrade worth thousands. Want me to introduce you to my installer for a free analysis?"
Apply Now
Become a SunSurge Partner.
Fill this out and your dedicated partner rep will reach out within 24 hours with your link, marketing assets, and partner agreement.
Financial Advisor FAQs