OneLife Referral System

Work Your Platform.

Leverage the Ecosystem.

Build Multiple Streams of Income.

Connect clients with the right specialist across the OneLife Ecosystem while staying involved in the relationship and participating in additional revenue opportunities.

Submit a Referral

The Power of OneLife

You Don't Need To Be The Hero.

The most successful advisors don't try to do everything themselves.

They identify client needs and leverage specialists across the OneLife Ecosystem.

The client gets served.

The specialist does the work.

You get paid.

How the System Works

Work Smarter. Not Harder.

1. Ask Better Questions

Every client conversation has the potential to uncover additional needs.

2. Submit a Referral

Connect the client with the right specialist through the OneLife Ecosystem.

3. Leverage a Specialist

The specialist leads the process while keeping you informed and involved.

4. Client Served

The client gets the right solution from the right specialist.

5. You Get Paid

You get paid and grow your business without doing all the work.

The Quality Of Your Questions Will Determine The Size Of Your Business.

Opportunities Are Everywhere

Successful advisors learn to listen for clues.

Life & Asset Protection

Listen for:

  • "We just had a baby."

  • "We bought a new house."

  • "I just got married."

  • "I haven't reviewed my coverage in years."

Annuities & Retirement

Listen for:

  • "I just started a new job."

  • "Most of my money is sitting in cash."

  • "The market makes me nervous."

  • "I inherited some money."

Debt Solutions

Listen for:

  • "The payments are getting out of control."

  • "I need to knock out this college debt."

  • "Our goal is to pay off the mortgage quick."

  • "I need a plan to get out of debt."

Workplace Partnerships

Listen for:

  • "I own a business."

  • "Employee retention is becoming difficult."

  • "Benefits are expensive."

  • "I just moved into a leadership position."

SUBMIT REFERRAL