Kinley Financial is very appreciative of our clients referrals and has established a referral system. Your recommendation is how we connect with and help more people achieve their financial goals.
We pay cash range $500 to $50,000 for referring a Commercial Client.
We pay cash up to $500 for referring a Personal Solutions Client.
Subject to Referral Program Terms & Conditions.
At Kinley Financial Professionals we really believe in the products and services we offer and truly believe they help our clients obtain life-changing coverage and financial investments. We believe that the best way to find more clients that need or could benefit from discussions around our products and services comes from those closest to them, people like you (friends, family, partners/spouses, business partners, etc..). Therefore, we have created the Referral Program as a way for people like you to easily extend the olive brand to those interested or in need of our products and services and be able to recieve credit and cash compensation for helping.
As a Life Insurance and Financial Services agency we do not recieve any payment or compensation from our clients/customers. We are paid by the financial institutions. Therefore, we feel it is fair to share our compensation by compensate those referring client to us; and you can do so comfortably knowing it does not cost the person you are referring anything.
Please Read our Referral Program Terms & Conditions prior to submitting a referral (we update our terms & conditions frequently).
You do not need to be a customer of Kinley Financial to take part in our Referral program. Regardless if you are a Kinley Financial customer or not you can earn cash from referring a friend, family member, partner or business that you believe would benefit from our services. Simply enter the details of the the person or business you would like to referr to Kinley Financial and you will automatically be credited for any business they choose to do with Kinley Financial - Subject to our Referral Program Terms & Conditions.
Please read the Referral Program Terms & Conditions for the full policy and payment definitions.
In General, a Commercial Client referral must include the full name and contact details for a decision making point of contact at a registered private or publicly owned corporation in Canada. Your referral must include the full business name. You will recieve referral credit for a Commercial Client if they proceed in obtaining qualifying commercial or corporate-related products or services from Kinley Financial. Such products include: Immediate Finance Arrangements (IFA), Corporate Universal Life Insurance, or Corporate Whole Life insurance.
Please read the Referral Program Terms & Conditions for the full policy and payment definitions.
In General, a Personal Solutions Client referral must include the full name and contact details for a Canadian Citizen who is 18 years old or older. You will recieve referral credit for a Personal Solutions if the referred party proceed in obtaining qualifying personal financial or life insurance related products or services from Kinley Financial. Such products include: Universal Life Insurance, Whole Life Insurance, Term Life Insurance, TFSA, FHSA,
Whatever your life’s goals, our financial professionals can help design a strategy tailored to your specific needs. Kinley Financial is primed to help you prepare for the long term with life insurance, education planning, and retirement strategies.
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