At FinanceVine, we deeply value the relationships you build and the trust you cultivate with your colleagues. We understand that your recommendations carry significant weight, and we want to recognize and reward you for helping us grow our vibrant community of financial professionals.
That’s why we’re excited to formally outline our Referral Rewards Program, designed to incentivize you for introducing talented mortgage agents and life insurance brokers to the FinanceVine platform.
How the Referral Program Works:
We believe in rewarding loyalty and genuine connections. Here’s how you can benefit from our referral program:
- Eligibility: This program is exclusively for our current and active mortgage agent and life insurance broker partners. Your account must be in good standing to be eligible for referral rewards.
- Making a Referral: Introduce FinanceVine to a mortgage agent or life insurance broker whom you believe would be a valuable addition to our network (see approved partnerships articles in the policies section). Encourage them to mention your name when they sign up or contact our team to let us know you referred them (double-check with your account manager if need be).
- The Reward: Once the referred agent or broker joins FinanceVine and remains an active member for a minimum of three (3) full months, you will receive a referral bonus equivalent to 10% of their first month’s order value, excluding taxes, in cash. Payable upon completion of the referred agent’s third order’s delivery.
Why Participate in the FinanceVine Referral Program?
- Earn Extra Income: Turn your valuable connections into tangible rewards. This is an excellent opportunity to supplement your income simply by recommending a platform you already trust.
- Strengthen Our Community: By referring high-quality professionals, you contribute to the growth and strength of the FinanceVine network, benefiting everyone.
- Simple and Straightforward: The process is easy – just make the introduction, and we’ll take care of the rest.
- Recognition of Your Network: We appreciate your trust in FinanceVine and want to acknowledge the value of your professional network.
Important Considerations:
- The referred agent or broker must be new to the FinanceVine platform.
- The referring partner must be an active client at the time of the referral and when the referral bonus is paid out.
- The three-month qualifying period for the referred agent/broker begins from their official start date on the FinanceVine platform.
- The first month’s order value used to calculate the bonus excludes any discounts, promotions, or taxes.
- FinanceVine reserves the right to modify or terminate this program at any time without prior notice. However, we are committed to providing fair and transparent communication regarding any changes.
- The referred Mortgage agent cannot be a Level 1 agent in Ontario or a bank employee.
- The referred Life insurance broker cannot be part of the restricted MGA list or a captive agent/bank employee
We believe that our partners are our greatest asset, and your referrals play a crucial role in our continued success. We encourage you to leverage your network and take advantage of this rewarding opportunity.
If you have any questions about the FinanceVine Referral Rewards Program, please don’t hesitate to reach out to our dedicated support team.
Thank you for being a valued partner of FinanceVine. We look forward to growing together!