100%
Max Commission
$0
To Get Started
50
States Served
4
Estate Plan Packages
How It Works
Four simple steps to start earning with estate planning referrals.
Sign Up Free or Choose a Paid Plan
Start with a free Starter account or choose Professional ($97/mo) or Enterprise ($197/mo) for higher commissions. Paid plans include step-by-step setup instructions.
Share Your Link
Get a unique referral link to share with clients who need estate planning.
Clients Get Protected
Your clients complete their estate plans with professional guidance.
Earn & Grow
Earn commissions on estate plans — then leverage full asset visibility for policy reviews and rollovers.
Choose Your Tier
Higher tiers unlock more commission and premium features.
Starter
- Unique referral link
- 10% commission on all sales
- Basic dashboard & tracking
- Email notifications
- "Referred by" branding
Professional
- Everything in Starter
- 50% commission on all sales
- Co-branded landing pages
- Priority email support
- Monthly performance reports
Enterprise
- Everything in Professional
- 100% commission — you keep it all
- Use your own payment method (Stripe recommended)
- White-label landing pages
- Dedicated account manager
- Advanced analytics & reports
Common Questions
It’s Not Just About the Commission
When clients create an estate plan, they reveal every asset they own — insurance policies, retirement accounts, annuities, and more. That gives you the complete picture for policy reviews, rollovers, and new placements.
Learn more about the opportunityPolicy Reviews
Rollovers
New Placements
5x+ Revenue