Partnering with Agents and Trusted Financial Professionals to Better Serve Their Clients!
At ALPS, we specialize in collaborating with agents and trusted financial professionals to identify and implement insurance solutions that meet the retirement and risk planning needs of their clients.
Agent: Complete the Referral Form
Complete this form to begin the referral process and ensure you are credited for helping your client. After filling out the form, be sure to book an appointment using the calendar to the right to schedule time to speak with an insurance professional. Our promise: We will not solicit additional products beyond the scope of this referral in competition with you.
Book an Appointment
Schedule a time for your client to speak with one of our insurance professionals.
ALPS can assist your clients regardless if the producer is licensed and/or participates. The Producer may opt to refer clients to ALPS and waive compensation. Referral compensation will only be paid based on 1) Sale of an annuity/life product to the client, and 2) verification of an active Life Insurance license. The Life Insurance license must be active on the date of referral for the producer to receive compensation. For Financial Professional use only. #22-0472-052723