Refer a Friend.
Earn Real Rewards.
Know someone in the USA or Canada who needs life insurance, retirement planning, or financial guidance? Refer them in 30 seconds and earn cash when they complete a session.
$100
Max per referral
30 sec
To submit
100%
Free to join
Reward Schedule
Rewards are paid when your referred contact completes a financial consultation session.
Life Insurance
$50
per completed session
Retirement Planning
$75
per completed session
Tax-Free Retirement
$75
per completed session
Will & Trust
$50
per completed session
College Planning
$50
per completed session
Business Opportunity
$100
per completed session
How It Works
Four simple steps from your referral to your reward — the whole process is transparent and tracked.
Step 01
Register Free
Create your referrer account in under 2 minutes. No fees, no commitments.
Step 02
Submit a Referral
Enter your friend's details and the financial service they need. Takes 30 seconds.
Step 03
We Reach Out
Our licensed financial professionals contact your referred friend promptly and professionally.
Step 04
Earn Your Reward
Once your friend completes a session, your reward is processed and sent to you.
Why Join Our Referral Program?
Refer from Anywhere in the World
You can be based anywhere — India, UK, Canada, Australia, or beyond. No restrictions on where you live.
Referred Must Be in USA or Canada
Your referred friend must be a resident of the United States or Canada to qualify for services.
Earn Cash Rewards
When your referred friend completes a financial consultation, you earn a cash reward. No limits on how many you can refer.
Real-Time Tracking Dashboard
Monitor the status of all your referrals in real time from your private referral dashboard.
What Our Referrers Say
"I referred 3 family members in Florida and earned $200! The dashboard made it so easy to track."
Priya S.
India 🇮🇳
"My sister needed life insurance help. I referred her and she got great service. I got paid too!"
James M.
Canada 🇨🇦
Eligibility Rules
Clear guidelines to ensure a fair and trustworthy program for everyone.
Referrer can be based anywhere in the world — no location restrictions
Referred person must be a US or Canadian resident
Referred person must not already be a client or active lead in our system
Referred person must give consent to be contacted by us
Only verified referrer accounts can submit referrals
Maximum 10 referrals per day per referrer account
Duplicate submissions (same phone or email) are automatically detected
Start Earning Today
Register your free referrer account in under 2 minutes. No cost. No risk. Just rewards.
By participating, you agree to our Data & Referral Policy