LifeWise Exit
Who this is for
- Business owners preparing to sell their company
- Executives nearing retirement or post-exit transition
- Advisors helping clients plan the personal side of what’s next
Referral Program Details
Help your clients navigate their next chapter with confidence and earn more when you do.
- • Program Cost: $4,250
- • Standard Referral Fee: 10% ($425)
Limited-Time Referral Bonus
Refer a client by December 31, 2025 and earn $750 when they enroll within 60 days.
(Nearly double the standard referral bonus, limited time.)
Ready to help your clients define what’s next and grow your practice along the way.