Referral Partners
A partner your clients can be sent to safely
Accountants, lawyers, mortgage professionals and realtors regularly encounter insurance and planning questions outside their scope. We handle those without taking the relationship.
Who partners with us
Accountants
Corporate insurance, compensation structure and estate liquidity questions for shared clients.
Lawyers
Funding for shareholder agreements, estate plans and family arrangements you've drafted.
Mortgage professionals
Independently owned coverage as an alternative to lender creditor insurance.
Realtors
Clients who need coverage and planning alongside a purchase.
Business consultants
Succession and continuity work that requires an insurance component.
Other advisors
Professionals whose licensing doesn't extend to insurance.
How the relationship works
Your client stays yours
We handle the insurance and planning piece and report back to you.
Clear communication
You're kept informed of what was recommended and why, with the client's consent.
Documented arrangements
Any referral arrangement is documented and disclosed as required.
Start a partnership conversation
Tell us about your practice and the clients you'd want supported.
Referral arrangements are subject to applicable regulatory requirements and professional obligations, including disclosure to clients where required. Any compensation arrangement is documented in writing.