Estate Planning Reveals Every Asset Your Client Owns
When clients create an estate plan, they disclose all their assets — life insurance policies, annuities, retirement accounts, investments, real estate, and more. That gives you the complete picture to offer policy reviews, rollovers, and repositioning that would otherwise take years to uncover.
Why Estate Planning Is Your Biggest Growth Tool
It's not just about commissions on the estate plan — it's about what the plan reveals.
Complete Asset Visibility
During estate planning, clients list everything they own — insurance policies, 401(k)s, IRAs, annuities, brokerage accounts, real property, and business interests. This is the most comprehensive financial picture a client will ever share.
- Life insurance policies & beneficiaries
- Retirement accounts & rollovers
- Annuities & investment portfolios
- Real estate holdings
- Business ownership interests
Policy Reviews & Rollovers
With a clear picture of your client's full financial landscape, you can identify opportunities that would normally take years of relationship-building to uncover:
- Review and replace underperforming life insurance
- Roll over old 401(k)s into better-managed IRAs
- Reposition annuities for better returns
- Identify gaps in coverage or beneficiary errors
- Cross-sell additional products that genuinely help
One Estate Plan = Multiple Revenue Streams
The commission on the estate plan itself is just the beginning. The real value is the policy reviews, rollovers, and new placements you'll generate when you see the full picture of your client's assets. Most partners report that the downstream revenue from reviews far exceeds the initial referral commission.
1
Estate Plan Referral
→
Full Asset View
5x+
Revenue Potential
Tier Comparison
Starter
- Unique referral link
- 10% commission on all sales
- Basic dashboard & tracking
- Email notifications
- "Referred by" branding
- Co-branded landing pages
- White-label experience
- Priority support
- Advanced analytics
Professional
- Everything in Starter
- 50% commission on all sales
- Co-branded landing pages
- Priority email support
- Monthly performance reports
- White-label experience
- Dedicated account manager
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
Commission Calculator
See how much you could earn with your referrals.
Estimated Monthly Earnings
$349
10 referrals × $349 × 10%