Happy Buyers

Customer Referral Program

We hope you’d recommend us regardless…

But we’d still like to show our appreciation with a $100 credit for every agent you refer who becomes an Insurance Referral customer.

You will Receive the $100.0 dollars after closing of escrow. 

What happens after I submit the referral?

Your referral will receive 1 email from us explaining that you’re a customer of ours and you have recommended our services to them.

The email we send to your referral will include a link to your website along with a link to our site for more information about what we offer.

If your referral signs up we’ll do our absolute best to take care of them. We want every referred client to be forever grateful to the person who referred them!

How will I get credit for the referral?

Our signup form asks people who they were referred by. We also cross-check all new signups with the submissions on the form above and we ask new clients if they were referred by anyone.

If we still don’t catch your referral please let us know. We love thanking clients for referrals!

Anything Else I Should Know?

If there’s any way you can avoid it, please don’t send any Problem Person. We like growing and love helping more agents but we try really hard to keep our book of business full of agents we enjoy working with… like you.


By clicking the submit button, you give us expressed written consent to call or text you at the phone number provided (even if it is a mobile phone number) to discuss your annuity options. By clicking the button, you also agree that we may use a computer or other automatic dialing technology to call you or text you. Even if computerized dialing is used, there will be a human, not a recorded message, on the call when you pick up. Clicking submit is not a condition of purchase.

Visit our Office

2025 East Palmdale Blvd
Palmdale, Ca. 93550

Opening hours

10:00 AM – 6:00 PM

Monday to Friday and Saturday