Ready to learn more? Join us LIVE this Thursday at 5:30 CST/6:30 EST
You sit across from clients who trust you.
You help them protect their families, navigate tough conversations, and choose the right policies.
But when they ask about retirement?
You’re stuck — and someone else earns the commission.
ELEVATE is how you stop losing that business.
Refer your clients to our Retirement Team. We handle everything.
You stay the hero — and earn 50% of every closed case.
You care deeply about helping you clients — but when retirement comes up, you freeze. The language, products, and compliance feel overwhelming. So you avoid the topic or refer it out… and someone else earns the trust and the commission.
ELEVATE changes that.
Our Retirement Advisors do the heavy lifting — the planning, paperwork, and compliance — so you can confidently introduce the conversation, protect your relationships, and still earn 50% of every case that closes.
Identify clients who could benefit from retirement income or protection planning.
Our licensed Retirement Advisors handle the entire process — from suitability to submission.
Earn 50% of the commission on every closed case — plus production value credit toward your business growth.
These agents didn’t have time to become retirement experts — but they didn’t want to leave money on the table either.
You’re already sitting with the right clients.
Let’s help you earn more — without working more.
No. You keep your existing contracts and carrier relationships — we work in partnership, not replacement.
Our licensed Retirement Advisors take care of all compliance, paperwork, and case management from start to finish.
Commissions are paid according to carrier schedules. You’ll receive your 50% directly after business is issued.
Ideal clients are 60+, have retirement assets, annuities, or are exploring tax-efficient income and legacy planning.
Absolutely. We’ll walk you through how to identify qualified opportunities and make smooth introductions.
Have questions? Reach out to our team:
📧 [info@lastingmark.com]
📞 [(###) ###-###]
Disclosure Text:
ELEVATE is a partnership program designed for licensed insurance professionals. All referrals and commissions are subject to state licensing and carrier suitability requirements. Participation does not require contract transfer or override adjustments.
A Community of Trusted Partners and Leaders In The Insurance Marketing Organization (IMO) Industry.