Join Our Referral Program
Share Protection - Earn Rewards
Everyone Wins
When you believe in something this strongly, sharing it should pay off. Whether you're a licensed agent or a satisfied policyholder, your referral connects someone you care about with coverage they deserve. And you get rewarded for it.
Products
Lead Revival
Annuities
Life Insurance
512
We helped 512 clients today
45+
Trusted carriers
20+
Years of experience
1,000+
Clients helped nationwide
How It Works
For Licensed Agents & Advisors
Your Network Is Your Net Worth
You work with talented agents every day. When you refer them to Financialize or Lead Revival™, you're not just helping a colleague. You're building a revenue stream that runs in the background while you focus on what you do best: closing.
Agent Referral Rewards
$250
New Agent Activation Leads
Refer an agent who signs up and purchases their first lead package on Financialize. You earn $250 upon their first active campaign.
$150
Lead Revival Referral Bonus
Know an agent sitting on a mountain of aged leads? Refer them to Lead Revival™. Earn $150 when they onboard and submit their first lead list.
How It Works: 3 Steps
Step 1
Step 2
Step 3
For Annuity & Life Insurance Clients
The Best Gift You Can Give to Someone You Love is Financial Peace of Mind.
Policyholder Referral Rewards
$150
Policy Purchase Bonus
If the person you referred goes on to secure a policy through Annuities.net or Life Policy Express, your reward bumps up to $150 total — the extra $100 is automatically issued.
$250
💡 No Limit on Referrals
You can refer as many people as you like. There's no cap on earnings. Refer 5 friends who complete quotes and that's $250 in your pocket, no sales license required.
How It Works: 3 Steps
Step 1
Step 2
Step 3
Submit Your Referral
Ready to Make the Introduction?
Fill out the form below. We'll handle the rest — from outreach to onboarding. You focus on what you do. We'll make sure your referral is taken care of.
Your submission has been received!
Your submission has been received!
Referral rewards are processed within 30 days of the qualifying event, whether that's an agent activation, a completed quote, or a policy purchase. You'll receive an email confirmation when your reward is on its way.
Never. Our consumer-facing brands, Annuities.net and Life Policy Express, are built on a no-pressure philosophy. Your friend will receive a free consultation, honest comparisons, and zero obligation to purchase.
No limit whatsoever. Whether you refer one person or one hundred, every qualified referral earns a reward. The more you share, the more you earn.
Agents can track referrals directly in the Financialize Agent Portal. Consumer referrers receive email updates at each stage, when the referral is contacted, when they complete a quote, and when a reward is issued.
Absolutely. If your friend or family member doesn't know whether they need an annuity or life insurance, our advisors will guide them through a needs-assessment at no cost. "Not sure" is a perfectly valid answer on the form.
Referral rewards are processed within 30 days of the qualifying event, whether that's an agent activation, a completed quote, or a policy purchase. You'll receive an email confirmation when your reward is on its way.
Don’t Wait!
One Referral Can Change Someone's Financial Future
You know someone who needs this. An agent who's burning out chasing cold leads. A parent who hasn't thought about retirement income. A friend who keeps saying "I should really look into life insurance."
Today is the day you actually help them.