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Life, Disability & LTC Referral Program

The Referral Program is designed for agents who want to provide all lines of products to their clients, however might not have the time or product knowledge to complete the sale. Set up a time with our referral specialist to see how we can help build your practice!

With your clients permission, complete the required details below and one of our insurance consultants will reach out to the client. They will go over their options and complete the application with the client if they want to move forward. You as the referring agent will go on the application as a 50% producer and will receive 50% of your normal commission. To receive commission you must have a completed contracting packet on file, and be life licensed in the owner’s resident state.

 

If this is your first application/referral with us, please make sure you complete and return the below producer setup packet before submitting a referral.

PRODUCER SETUP PACKET