Partner with Us

A referral partner program built on trust, transparency, and real value — for you and the families you serve.

Partner with Us
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Who We Are

We help families protect income, build generational wealth, and create long-term financial stability through education-based planning.

Explore Services

Who We Partner With

We collaborate with professionals and organizations that serve families and communities.

  • Estate Planning Attorneys
  • Real Estate Agents
  • Funeral Directors
  • Daycare Owners
  • Pastors & Church Leaders
  • Tax Preparers
  • Credit Repair Specialists
  • Mortgage Brokers
  • Small Business Owners
If you serve families, you’re a great fit.

We keep it simple: clear expectations, fast communication, and a process you can confidently share.

Aligned professionals.

If your clients benefit from protection + planning education, you’re in the right place.

Why Partner With Us?

  • Revenue & growth opportunity
  • Immediate value for your clients
  • Trusted, professional partnership

* Referral compensation is provided in compliance with applicable laws and regulations. All services are delivered by licensed professionals. No obligation is required to refer clients.

Revenue & Growth Opportunity
  • Referral partners receive a set referral fee per qualified referral.
  • Compensation is transparent.
  • Simple referral process with clear communication.
Immediate Value for Your Clients
You connect clients with protection and planning education — without adding extra workload to your team.
Trusted, Professional Partnership
We lead with integrity, clarity, and fast follow-up — so your referrals feel respected and cared for.

How It Works

QR Code
*Scan to become a referral partner.
For professionals & organizations — takes less than 2 minutes.
Join the Network 30 seconds
Join our referral network
Complete the short form and we’ll confirm details + next steps.
Share our link or QR code
Use the QR code or link — we’ll handle the consultation and education process.
You add value to clients
You provide a trusted resource while your clients gain clarity and protection options.
We keep you updated
You’ll receive status updates and clear tracking for qualified referrals.

Ready to Partner?

Bring value to your clients and build an aligned, long-term referral relationship.

Start Here