🌐 Multilingual team available
MDM — Mission Driven Movement
MDM Referral Partner
Intake & Goal Questionnaire
Thank you for your interest in partnering with MDM. This brief questionnaire helps us understand your goals, network, and preferred communication/payment options so we can build a referral strategy around what you’re trying to accomplish.
Simple by design. Powerful by purpose.
Read through the five key points below so you know exactly what to expect before filling out the intake form.
No fees, purchases, or financial commitments
The referral partnership is designed to be simple. There are absolutely no costs or obligations required to participate — just a willingness to help people in your network.
Your role is simply to make the introduction
Identify individuals who may be interested in services such as life insurance, wealth-building, Infinite Banking strategies, or other financial protection solutions — then connect them with me for an appointment.
MDM handles everything from there
I handle the consultation, education, application process, and client service. You are not responsible for selling or providing financial advice — you're simply making the introduction.
Earn a thank-you incentive when business qualifies
When a referred client completes a qualifying policy, you may be eligible for a referral thank-you incentive — such as a gift card or other monetary compensation — subject to applicable laws, licensing requirements, and company guidelines.
Compensation is based on qualifying completed business
There is no guarantee of compensation just for making a referral. Incentives are tied to qualifying completed business only. Referred clients must be residents of the United States.
If that sounds like something you’d be interested in…
I’d be happy to walk you through the process and show you how we can make it easy to get started. Fill out the brief questionnaire below and a member of the MDM team will be in touch to build a referral strategy around your specific goals.