Plan Setup Instructions
Follow the step-by-step guide below to get your paid plan fully set up and start earning higher commissions.
Step 1: Create Your Account
Sign up at EstatePlan Partner with your professional details.
- Click "Get Started" or visit the signup page
- Enter your full name, email, and create a password
- Select your license type (Insurance Agent, Financial Advisor, etc.)
- Choose your state and add your company name
- Your account starts on the free Starter tier
Step 2: Upgrade to Professional
Upgrade your tier from your dashboard settings to unlock 50% commissions.
- Log in and go to Dashboard → Settings
- Scroll to the "Your Tier" section
- Click "Upgrade" on the Professional plan ($97/month)
- Complete the payment through our secure billing portal
- Your tier upgrades instantly — 50% commission takes effect immediately
Step 3: Set Up Your Referral Link
Your unique referral link is generated automatically. Customize it and start sharing.
- Your referral link appears on your Dashboard home page
- Copy the link with one click and share with clients
- Your link tracks all referrals and attributes commissions to you
- Clients who visit your link see a co-branded landing page
- Share via email, text, social media, or embed on your website
Step 4: Configure Your Payout Settings
Tell us where to send your commissions.
- Go to Dashboard → Earnings
- Scroll to "Payout Settings" and click Edit
- Choose PayPal or Bank Transfer as your payout method
- Enter your PayPal email or bank account details
- Payouts are processed monthly for all converted referrals
Step 5: Review Your Marketing Materials
Access pre-built scripts, talking points, and client FAQ sheets.
- Go to Dashboard → Materials for ready-to-use resources
- Use the Email Templates to reach out to prospects
- Review the DIY vs Full Service talking points
- Study the Policy Reviews & Rollovers guide — this is where the real money is
- Download the Client FAQ sheet to share with potential clients
Step 6: Start Referring & Track Results
Share your link, watch referrals come in, and track your commissions.
- Dashboard shows real-time stats: referrals, conversions, and earnings
- Each referral is tracked from click to conversion to payout
- You earn 50% commission on every completed estate plan
- Remember: the estate plan reveals all client assets for policy reviews & rollovers
- Monthly performance reports are emailed to you automatically