INTEGRITY DIRECT — LONGEVITY PLANNING REFERRAL PROGRAM
How It Works
Why choose our Integrity Direct Longevity Planning Referral Program?
- The need for education about longevity planning has NEVER been greater
- You don’t have to become a Longevity Planning Specialist
- No Carrier Contracts, Product Certifications, Annual Partnership Training, State DOI Appointments, etc.
- Our Specialists Work Directly With Your Referrals – Increasing Number of Successful Outcomes
- Gender, Age, Health, Resources, and Individual Needs Determine Unbiased Recommendation
- Set Group of Longevity Planning Products – NO Cross-Selling or List-Sharing Commitment
- Service & Privacy – Permanent Notes of Each Client Kept in Our Secure CRM
- Fiduciary Responsibility Met By Having Necessary Longevity Planning Conversation
- If you’re an Agent/Advisor your Liability is Covered with Client Communication Letter – Regardless if Product Placed
- Enjoy Generous Referral Fees While You Sleep, Play or Work on Other Priorities
GREAT REFERRAL FEES!
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…