Get Started
Quick Guide

4 Easy Steps to Get Started

Sign up to be a Referral Partner!

Fill out the easy Online Form to get started

Have a chat with your client, colleague, friend or family member

It’s very easy to finish up with “Before I forget” or “Oh By The Way… starting a dialogue to easily flows into a conversation about longevity planning.

See below for an example conversation starter for agents or professionals.

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Send us your Referral using one of these options

Fill out our Online Form

Sit back and wait for your Referral Fee!

While you’re waiting for your Referral Fee, start at step 2 again to start your next referral AND check out “How To Make the Most Out of Your Referral Partnership

It’s that easy!

In just 4 easy steps you are on your way to earning a generous referral fee!
When the personalized plan your referral selects is approved and the business is placed, you earn a referral fee. If your client does not move forward, you can take great comfort in knowing you provided your client, colleague, family member, friend a service to look into regarding this important subject. Our representatives will provide you dated documentation that a conversation took place and what was discussed. Thereby, from a Fiduciary responsibility, you are protected and can place that documentation in your file.

Either way, you did not have to take time away from your core business, all you had to do was follow 4 easy steps and maybe invest a total of 10 minutes with person you want to refer. Many will find and purchase a great plan – and you’ll have not only helped your client, colleague, family member or friend, but made some great extra income. We live in a litigious society, whether they buy or not, you are covered from a client or their children ever saying, “Why didn’t you talk to me about the importance of Longevity Planning?”

It’s a true win-win!

4 Easy Objectives for Success

Providing specifics such as how many children and/or grandchildren they have – and where they live – are a great help to start the conversation. Even little things like their favorite hobbies, vacation spots, or even their favorite color can all be helpful insights to help increase rapport and start warm conversations.

Our Longevity Planning Specialists won’t need a lot of extra help from you in this area.  We pride ourselves on consistently providing only professional, accurate and honest education and protection recommendations. Of course, relaying your confidence in our Specialists to your referrals is always a great help and appreciated.

If you can provide information about any long term care experiences either the referral themselves or someone they knew have had, it can prove to be extremely valuable in personalizing the conversation and need building.

Any and all specifics regarding an individual’s age, medications, build and family history, will enable our specialists to help eliminate certain longevity planning solutions that are not a good fit. Consequently, they can lead and PERSUADE with the right strategy that is the most appropriate, personalized and customized.

When referring, keep in mind, our Longevity Planning Specialists have 4 objectives.   The more information you can provide our Specialists the better we can assist them.

The more information you can provide us, the better chance our Specialist will have of properly helping and protecting your referral. Here are some tips of how you can help:

Don’t feel obligated if you don’t have information in all four areas, just do your best and we will do the rest.


Mutual of Omaha Long-Term Care Example:
You refer a 65-year old couple from Illinois. With the help of our specialist, they decide to protect themselves by purchasing long-term care policies with average annual premiums…

You receive $1,200 Referral Fee