Referral Agent - Partners
One ($25-$150) referral payment per qualified referral based on Premium and fees collected for qualified referral.
A qualified referred client and spouse He/She/They must obtain a New Insurance Policy with 6 months or 12 months policy period.
Payments are issued via Zelle from Corporate 30 days after the Activation of the Referred Client. Other Options are available for Referral payment.
Only a qualified referral partner is eligible to receive a referral payment.
A referral partner may fail to qualify if they knowingly mislead an employee or if they provide false information. A referral partner must provide at the minimum their full legal name, a current mailing address, and a copy of a photo ID. Other requirements may apply for multiple referrals.
Upon payment at or over $600, a completed W-9 will be requested. For total payments of $600 or more, a 1099-MISC will be reported to the IRS and sent to the referral partner.
Other promotions or programs may exceed the referral program. Only one referral incentive will be paid per qualified referral.
