life insurance referral program
Why Partner With Us?
We help your clients get the right life insurance coverage - professionally, quickly, and with great care. You get a trusted resource, stronger client relationships, and increased revenue without extra overhead.
Who We Work With
- CPAs and tax professionals
- Mortgage lenders & realtors
- Notaries
- Estate planning and family law attorneys
- HR consultants and benefits advisors
- Client-serving small businesses
How It Works
1. You identify a client who has a need.
- Any client buying a home, growing a family, starting a business, or planning their retirement may benefit from coverage.
2. Make a warm introduction.
- A quick email, text, or call is all it takes.
3. We take it from there.
- We provide a friendly, educational consult and handle the entire process.
4. You stay informed.
- We keep you updated on referral progress.
What Your Clients Receive
- A personalized presentation illustrating how our products can benefit them
- Access to multiple carriers
- Clear explanation and no pressure
- Full support from application to underwriting to policy delivery and beyond
What You Receive
- A reliable insurance partner
- Stronger client relationships
- Referral compensation