Referral Program

At LifePro, it pays to have friends. Literally.

Receive up to $20,000 for each new advisor that you refer to LifePro

Net 5% on each referral's production, up to $100,000

PLUS... receive $5,000 when a referral reaches $50K in production & another $10,000 at $100K

BONUS... each referral will receive $250 for each submitted policy on the first 5 cases

Here's how it works.

  • 5% override paid out retroactively to dollar 1 once referred agent reaches $50,000
  • 5% override paid out as earned on referred business from $50K to $100K
  • 5% only paid out on 1st year business during the referred first year with LifePro
  • Additional bonus paid to referrer of $5,000 once referred achieves $50K of production
  • Additional bonus paid to referrer of $10,000 once referred achieves $100K of production
  • 1 year time period begins when referred submits his/her first piece of business to LifePro
  • Referred has 1 year from initial introduction to submit the first piece of business
  • The initial introduction must be after 4/1/2017
  • The $250 bonus is paid once as the sum of 100% of a policy is submitted from the advisor
  • Bonus excludes qualified annuities
  • Referring agent must remain in good standing with LifePro to maintain eligibility for override and bonus

Ideal Referral.

  • Independent insurance & annuity professional with at least one staff member who has been in business for at least 5 years and consistently writes over $100K in target premium.
  • Independent investment advisor managing assets over $10,000,000.
  • Small to medium Broker/Dealers, RIAs, or other 3rd parties requiring an insurance & annuity back office to add value to their existing firm while generating passive revenue to bottom line.

Click the button below to download the complete version of this incredible Referral Program!