Referral Program Terms
These terms apply to all professional partners who participate in the Succession Plan referral program.
Eligibility
The referral program is open to the following professional partners:
- CPAs and accountants
- Financial advisors
- Insurance agents
- Lenders who can lawfully accept referral payments
- Farm managers
- Retirement home owners and operators
Permanent exclusions
The following professionals may not participate in the referral program, hold a referral code, or receive any referral payment. This is required by professional conduct rules.
- Attorneys (all US jurisdictions)
- Canadian lawyers (all provinces)
- Ontario paralegals (LSO licensees)
- Alberta lawyers (LSA members)
Compensation
Eligible partners receive a flat payment for each family they refer who completes a paid setup. Payments are per setup only. There are no payments on renewals, add-on services, or the $1,000 in-person attorney visit.
Payment amounts
- $50 per Essential setup referral
- $100 per Complete setup referral
- $200 per Concierge setup referral
Payout currency
US partners are paid in USD. Canadian partners are paid in CAD. The amounts are the same numerals in each currency.
When payments become available
A referral payment is created in a pending state when the referred family completes their setup purchase. The payment matures 30 days after the purchase, once the money-back guarantee window has closed.
If the family receives a refund within the 30-day window, the pending payment is voided.
Matured payments are processed through a manual batch run on a regular schedule.
Per-country activation
Referral payouts for US partners require US counsel approval of the program terms. Referral payouts for Canadian partners require Canadian counsel approval.
Partners may hold a referral code and refer families before their country's payout switch is activated. Pending and matured payments accrue normally. Only the payout itself is gated on counsel approval.
Payout processing
Payouts are processed through Trolley. When you join the referral program, you complete payout onboarding through Trolley's hosted process. W-9 (US) or W-8 (non-US) forms and banking details are collected by Trolley. We never store your banking information.
How referrals are tracked
Each partner receives a unique referral link and code. When a family signs up through your link or enters your code, the referral is recorded at signup. The record is permanent and survives if the family starts with the free plan before choosing a paid setup.
A referral can only be attributed once. If a family has already been referred by another partner, the first referral stands.
Questions?
Call us at (515) 200-0001 or email us. We are happy to walk you through the program.