Four simple ways to access and distribute our legacy planning service. Choose the path that fits your business.
Pick the right role. Each path includes different responsibilities, margins, and support.
Designed for professionals who simply make an introduction.
Referral fees:
$99 → $20
$495 → $100
$1,495 → $300
$199 renewal → $40
Tell us which partner path you want. We’ll send role-specific onboarding instructions.