For financial professionals
ADD ANOTHER PASTURE.
DON'T SELL THE RANCH.
For qualified financial professionals who want to build a separate health and longevity business on Amigo's infrastructure.
WEALTHSPAN x HEALTHSPAN
Just want to co-host longevity events? The Co-Brand Partner program is simpler and doesn't require an outside business.
See the Co-Brand programBuild another business
A Completely Separate Revenue Opportunity
Qualified financial professionals can use Amigo's infrastructure to establish a separate health and longevity business alongside the financial-services business they've already built. Once required firm and compliance approvals are satisfied, that separate business may participate in Amigo's recurring revenue model.
ADD ANOTHER PASTURE.
DON'T SELL THE RANCH.
WE BUILT THE INFRASTRUCTURE.
YOU BUILD THE BUSINESS.
Amigo by SpringTrainingMD operates the healthcare layer behind a health and longevity business — the providers, the pharmacy relationships, the labs, the technology and the patient support. You focus on the business, the brand and the community.
Not every program or service is available in every jurisdiction. Availability and eligibility depend on medical evaluation by a licensed provider and applicable law.
WE RUN THE MEDICAL OPERATION.
Financial professional / business owner
- You are not becoming a doctor.
- You are not diagnosing patients.
- You are not determining medical eligibility.
- You are not prescribing medications.
Your separate business focuses on business development, marketing, community building and the non-clinical customer experience.
Licensed medical provider
Licensed healthcare professionals remain responsible for medical evaluation, treatment decisions, prescribing where appropriate and ongoing medical care.
“SOUNDS GREAT. MY CCO IS GOING TO HAVE A CORONARY.”
We thought about that, too.
Financial professionals operate in a regulated world. Amigo's Financial Professional Launch Path is designed around the outside-business considerations faced by RIAs and IARs. Commercial activation is not intended to occur until the participant completes the required firm and compliance process applicable to their situation.
- 01
Discover
Learn how the Amigo model works.
- 02
Compliance review
Review the proposed outside business, compensation structure, potential conflicts and required disclosures.
- 03
Separate business
Establish the appropriate separate business entity and operational separation.
- 04
CCO submission
Submit the outside business to your firm or compliance department where required.
- 05
U4 / ADV review
Determine with your compliance professionals whether updates or disclosures are required.
- 06
Approval
Complete applicable firm and regulatory requirements.
- 07
Commercial activation
Activate the commercial Amigo business after required approvals are completed.
NO COMMERCIAL ACTIVATION UNTIL REQUIRED APPROVALS ARE COMPLETED.
Amigo does not act as an investment adviser, securities attorney or the participant's Chief Compliance Officer. Requirements vary by firm, registration status and jurisdiction. Participation does not guarantee approval by an RIA, broker-dealer, regulator or other compliance authority.
WELCOME TO BASECAMP.
Experience it before you build it.
Financial Professional Launch participants receive limited personal access to the Amigo/SpringTrainingMD platform while completing the business and compliance process. Personal Basecamp Access may include the participant plus up to four additional designated individuals, subject to program terms and medical eligibility.
- Experience the patient journey yourself.
- Understand the platform.
- See how intake works.
- Experience the support.
- Learn what you're eventually building around.
YOU + 4
You + up to 4 designated individuals
NO COMMISSIONS.
NO RESALE.
NO PUBLIC SOLICITATION THROUGH BASECAMP ACCESS.
PERSONAL ACCESS ONLY.
FROM BASECAMP TO BUSINESS.
Discover
Comply
Experience
Launch
Market
Grow
You don't need to abandon the financial-services business you've spent years building. Amigo gives qualified financial professionals another business to build alongside what they've already created.
One next step
THE AMIGO FINANCIAL PROFESSIONAL LAUNCH PROGRAM
Built specifically for RIAs, IARs, independent advisors and qualifying financial professionals exploring the health and longevity space.
Designed with financial-professional compliance considerations in mind. Commercial activation follows required approvals.
Apply for the Financial Professional Program
Three quick steps. Takes about a minute.
Step 1 of 3
See our Privacy Policy and Terms
Commercial participation is subject to applicable firm, regulatory, and compliance requirements. Submitting this form does not create a business relationship and does not guarantee acceptance or approval.
Spring Training MD · amigo@springtrainingmd.com
WEALTHSPAN x HEALTHSPAN
ADD ANOTHER PASTURE.
SADDLE UP, AMIGO.
Important disclosures
Amigo by SpringTrainingMD is not affiliated with, endorsed by or approved by the SEC, FINRA, NASAA or any state securities regulator. Nothing on this page constitutes investment, securities, legal, tax, individualized compliance or medical advice to the financial professional or to any client.
Amigo provides healthcare infrastructure and licensed clinical care; it does not provide investment advice. Participating financial professionals do not diagnose, prescribe or determine medical eligibility. Medical evaluation, treatment decisions and prescribing are the responsibility of appropriately licensed healthcare professionals. Availability and eligibility depend on medical evaluation and applicable law.
No income, revenue, business or medical outcome is guaranteed. Commercial participation is subject to applicable firm, regulatory and compliance requirements, and participation does not guarantee approval by any RIA, firm, broker-dealer, regulator, CCO or other authority. Firms and professionals should review participation, compensation arrangements, disclosures and communications with their own compliance and legal counsel.