Referral Program

We have created a referral program to thank and show our past clients how valuable they are to us. Take a look at the many benefits you can receive through referring us to your friends, family members, colleagues, acquaintances, or any person you would like to help bring some peace of mind for their and their loved ones’ future.


1. Priority Booking   

2. Early notice of upcoming webinars/events


3. Invitation to our private Facebook Group, The Special Needs Resource Group, where we share more exclusive videos, and information


4. Enter our family/business of the month where we promote you and your business by spotlighting it in our podcast/web interview/newsletter  

5. Place you and your business in our partner list.


6. Complimentary peace of mind strategy session (usually $175)  

To be part of our program, all you have to do is click on the link and fill out both forms. If you have more than one referral, you will have to fill in the form below for each person you would like to refer to us.