Referral Partnership

Wealth United

Wealth United provides an alternative way getting out debt and preparing for retirement. Using the vehicle of Life Insurance, we help people get control of their finances. As a partner, you will be helping people build a legacy. First, click the arrow to create an account as a referral partner.

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Partnership

You will be partnering with Estevan Montoya. Basically, you send referrals and we close them. Then we split the profit of the commission. He will work with the founder of Wealth United, Dane Smith, to make sure your referrals are treated right and taken care of. All you need is to be licensed and have a contract agreement with Wealth United. You will receive 30% of the commission.

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Pre-Licensing

You first need to pass a pre-licensing exam before you can take your state license exam. Simply click the arrow link, go to Course Catalog, click "Prelicense exam prep", and choose your resident state. Wealth United has discount included with Web CE.

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Licensing

Time to schedule your state exam. Each state is different. Therefore, reach out to Estevan Montoya upon completion of your pre-licensing. He will then help you setup your state exam.

NIPR

Congratulation on passing your exam! The last step is setting up your license with the National Insurance Producer Registry (NIPR). Click the arrow and start the application to get your state License. Upon approval, you will get your NPN number. Then you're off to start sending referrals!

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