Advisor resource hub

Important Links for XO Financial SIMRP Advisors

Every book, worksheet, case study, video and one-sheet for XO Financial advisors, all in one place.

Schedule a callStart a census request
Main BooksIn-depth program books for decision makers.5 itemsWorksheets & FormsCensus and worksheets to start an analysis.2 itemsCase StudiesReal-world examples and paycheck demos.3 itemsVideosShort explainers to share with clients.4 itemsOne-SheetsQuick, printable overviews.5 items

Main Books

In-depth program books for decision makers.

SIMRP Executive Summary

The program at a glance: how it works, who qualifies and projected savings.

Open ↗

Program Benefits

The full wellness and benefits package employees receive.

Open ↗

Tax Code References

The federal tax code sections behind the plan.

Open ↗

Scholarship Program

How schools can turn savings into scholarship funding.

Open ↗
No Social Security

Executive Summary (No SS)

For entities that do not pay Social Security.

Open ↗

Worksheets & Forms

Census and worksheets to start an analysis.

Census Request Form

The census we need to prepare a savings analysis.

Open ↗

2-Page Worksheet

A two-page worksheet that walks through the numbers.

Open ↗

Case Studies

Real-world examples and paycheck demos.

Case Study

How an organization implemented SIMRP and what it saved.

Open ↗
No Social Security

Case Study (No SS)

Results for an organization that does not pay Social Security.

Open ↗
No Social Security

Texas Schools Paycheck Demo

Before-and-after paycheck examples for Texas schools.

Open ↗

Videos

Short explainers to share with clients.

How Can a SIMRP Help Your Organization?

The basics of a SIMRP wellness plan.

Open ↗

How a SIMRP Can Help Your Organization

Overview for organizations considering SIMRP.

Open ↗

Wellness Program Benefits

A brief overview of the benefits package.

Open ↗

How the Plan is Financed

Where does the money come from?

Open ↗

One-Sheets

Quick, printable overviews.

One-Sheet for Businesses

Single-page summary for employers.

Open ↗

Benefits One-Sheet

Employee benefits on one page.

Open ↗

SIMRP: Good for Schools

Why SIMRP works for school districts.

Open ↗

SIMRP: Good for Businesses

Why SIMRP works for employers.

Open ↗
No Social Security

One-Sheet (EDU No SS)

For schools that do not pay Social Security.

Open ↗

Ready to run the numbers?

Send a census request for your client and we will prepare a projected savings analysis. New to SIMRP? Apply to become a partner.

  • Free projected payroll analysis
  • Support from an experienced SIMRP advisor
  • Ready-to-share materials for every client type
  1. 1
  2. 2

Census request

Start the census so we can prepare a projected savings analysis. We will follow up with a secure way to share employee data. Please do not enter employee personal data here.

Open in new tab ↗