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Referral Partner Program

Strengthen your client relationships.

Earn more. Make a difference.

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When you send a client our way, you’re doing more than connecting them to insurance. You’re helping them protect their biggest investment and their family’s future.

Here’s what’s in it for you:

  • Stand out as the professional who goes above and beyond

  • Build loyalty with clients who feel truly cared for

  • Earn $20/referral for every referral that becomes a client

It’s simple, no-pressure, and makes you look like the kind of professional people want to work with again…and tell their friends about.

Who We Partner With

  • Realtors helping families close on their dream home

  • Loan officers finalizing mortgages for new homeowners

  • Other professionals serving families and retirees

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The Benefits for Your Clients

Mortgage Protection

→ Helps make the mortgage payment during a disability

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Mortgage Payoff

→ Pays off the mortgage in the event of a death

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Asset growth

→ Builds a secure future without unexpected tax burdens

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We treat every client you send like family walking them through clear, honest options with no pressure to buy.

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how it works

01. Introduce us

→ Send your client’s contact info and connect us directly by email/text

02. We take it from there

→ We’ll explain their options in plain language and answer all their questions

03. They choose what fits best

→ You get updated, and your referral bonus is on the way

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LIFE INSURANCE WITH HEART

Let’s Work Together

Your clients trust you during some of the biggest moments of their lives.

This is one more way to protect them—and to strengthen the relationship for years to come.

Fill out the form below to apply.