INTEGRITY DIRECT — LONGEVITY PLANNING REFERRAL PROGRAM
Tips for Referral Success!
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.
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…