Refer a friend
Thank you for trusting us with your referrals
We promise to give them the same excellent service we have given you. If someone you know is confused about Medicare, health coverage or life insurance, an introduction is often the most helpful thing you can offer.
How a referral works
- 1
Ask them first
Please make sure the person is comfortable being contacted before you share their details with us.
- 2
Send us the basics
A name and one way to reach them is enough. We do not need any health, Medicare or financial information.
- 3
We reach out gently
A licensed advisor introduces themselves, answers questions, and leaves it there if the timing is not right.