Partner With Sword & Shield Planning
Join our affiliate program and earn commissions by connecting people with the estate planning, insurance, and life settlement guidance they need.
How the Affiliate Program Works
A simple four-step path from application to earnings.
Apply
Complete a short application with your contact details and how you'd like to partner with us.
Get Approved
Our team reviews your application and reaches out to discuss the program, answer questions, and approve your account.
Refer Clients
Introduce individuals, families, or businesses who need estate planning, insurance, or life settlement guidance.
Earn Commissions
Receive competitive referral commissions when your introductions become qualified clients.
Competitive Commissions, Transparent Terms
We believe affiliates deserve clear expectations. Approved partners receive a written commission schedule, payout calendar, and straightforward tracking so you always know where you stand.
- Competitive referral commissions on qualified clients
- Dedicated affiliate support and onboarding
- Marketing materials and co-branded resources
- Transparent tracking and timely payouts
- No upfront fees or inventory to manage
Commission Snapshot
Exact rates depend on the service and client type. Here's what affiliates typically enjoy:
Competitive
per qualified referral
Fast
payout schedule
Nationwide
U.S. service area
Supported
dedicated partner help
Who Should Become an Affiliate?
Our program is built for professionals who already serve clients planning for the future.
Insurance Agents & Agencies
Add estate planning and life settlement options to your client conversations without managing the work yourself.
Financial Advisors
Offer your clients a structured approach to estate planning, trusts, and legacy protection.
Attorneys & Legal Professionals
Refer clients who need document preparation, trust planning, or insurance-aligned estate strategies.
Community Leaders & Influencers
Help your audience access trusted planning resources and get rewarded for qualified referrals.
Program Requirements
We keep the bar simple so serious partners can get started quickly.
What Affiliates Say
“Sword & Shield made it easy to offer more value to my insurance clients. The affiliate process is straightforward and the team is responsive.”
Michael R.
Independent Insurance Agent
“I refer clients who need estate planning help and appreciate having a trusted partner to handle the details.”
Sarah T.
Financial Advisor
Affiliate Program FAQs
Ready to Partner With Us?
Apply today and a member of our team will reach out to discuss the program, answer your questions, and get you started.