


Join the CFP Client Referral Rewards Program
Our Client Referral Program is a simple way for us to thank you for introducing friends, family members,
and coworkers who may benefit from speaking with our team.
After your policy is completed, you can refer people you know and may be eligible to receive Visa or
Amazon gift cards based on the number of qualified referrals you provide.
Referral Reward Levels
1–3 referrals: up to a $50 Visa or Amazon gift card
4–5 referrals: up to a $75 Visa or Amazon gift card
6–10 referrals: up to a $100 Visa or Amazon gift card
Your referrals are not required to purchase insurance. They simply need to be willing to have a
conversation with our team about their coverage options.
You may continue referring as many people as you would like, with up to $300 in referral rewards
available per month, subject to program terms and applicable rules.
Gift cards may be delivered either:
Digitally: typically available quickly
Physical card: generally delivered within 1–3 business days
We truly appreciate your trust and every introduction you make to someone who may benefit from speaking with us.























