Referrals Program
Give a Referral. Make an Impact.
Help Us Grow & Give Back
We cannot be a great agency without great clients like you. This is why we love referrals. Amazing clients tend to know other amazing people that we would love to help.
Many insurance agents will reward their customers with a gift card for referrals, but Arizona is restrictive about the size of the reward that can be given. So rather than sending you a gift card so you can buy 1 ½ cups of coffee, we instead pledge to donate $10 for each referral we receive. This allows us to make donations each year that are big enough to make an impact. The list below shows the organizations we donate to.
- 100 Club of Arizona
- Ability360
- Boys and Girls Club (you specify the city)
- Conservation Fund
- Dave Thomas Foundation for Adoption
- HopeKids
- National Federation of the Blind
- PetSmart Charities
- Ryan House Hospice of the Valley
- Special Olympics
- St. Jude’s Children’s Research Hospital
- Tunnel to Towers Foundation
How It Works
Personal Referrals
- Refer a friend or family member using the form below.
- For every referral (up to ten), we’ll make a donation to one of twelve supported charities on your behalf.
Business Referrals
- Are you a local business owner? Partner with us by referring clients who may need insurance or financial planning.
- Each referral helps us build stronger protections for families and businesses in our community, while also giving back to local charities.
Gratitude in Action
Your referrals mean the world to us-and to our community.
Thank you for helping us grow while giving back.