Pass our name to someone who needs a straight answer.
The best introductions come from someone you already trust. If you know a person turning 65, reviewing a Medicare plan this fall, or putting off life insurance, this page makes it easy to connect them with us. They reach out when they are ready. We never call anyone you mention.
How we handle a referral.
A referral is a favor between people who trust each other. We keep it that way.
They make the first move
We don't contact anyone because someone else mentioned them. Your friend gets in touch when it suits them, and not before.
Nothing to sign up for
There is no referral program, no points and no gift, for you or for them. Passing on our name stays a simple favor.
The same care, every time
A licensed agent, plain-English answers and a free consultation, with zero pressure to buy anything.
Tell us who sent you, and what you need.
A licensed agent will reach out within one business day, by phone or email. Prefer to set the time yourself? Call (253) 453-5885 or book a time.
Rather talk it through now?
Whether you were referred or you are thinking of someone, we are glad to answer questions first.