Refer Estately & Get Rewarded

Estately is grateful when we receive referrals from our partners and friends.

To say thank you, we provide $100 for every introduction that leads to a qualified demo.

How Does It Work?

• Complete and submit the form below.
• We will email you and the firm to set up the meeting.
• If we book the meeting and the qualifications below are met, we send you $100 Amazon Gift Card.

There is NO CAP, so feel free to connect us with all your advisor friends and contacts.

Qualification Requirements: The firm must not be tied to a large Broker Dealer, like LPL or Osaic, and must have the ability to purchase without requiring head-office or third-party approval. The same firm cannot be introduced more than once.

The gift card will be forwarded only after a qualified demo based on the referral is completed. The offer is not transferable, and that it doesn’t apply with respect to prospects with which Estately has established contract prior to receiving this written referral.