Our Referral Agent Program is a simple, plug-and-play system built for insurance and healthcare agents who want to boost revenue without adding work. For just $19.99/mo, you can submit up to 5 qualified referrals per month, and we take it from there. You introduce us as a part of your team to clients who may benefit from estate planning, trusts, or annuities, and our licensed professionals handle the conversations, education, and implementation.

You get our proven email, text, and phone scripts, plus a fast referral form to submit leads in seconds. Every referral is only offered the products you’ve approved in your agreement, ensuring total transparency. You also receive live updates so you always know where your client is in the process without ever doing the heavy lifting.

Your clients go through a guided process that uncovers planning gaps, protects their assets from probate, and helps them choose the right trust or retirement solution. You stay the hero in the relationship, offer more value than competing agents, and unlock new income streams from people already in your book of business—without selling, extra certifications, or added workload.

Compensation: • $200 per trust implemented • 25% referral fee on annuities • 35% referral fee on life insurance

It’s the easiest way to expand your services, deepen client loyalty, and earn more with little to no effort.