Refer a friend

Know someone who could use a plan for financial success?

Share the MMax program · Earn up to $500 per family · Licensed in OK #3004013841

I love helping families get financially right, and one of the best ways my practice grows is through people like you sharing it with the people they care about. When a friend, a cousin, or a coworker finds a clear plan for their money, everyone wins. And I want you to be rewarded for making that introduction happen.

What's in it for you.

When you share the MMax program with your network, the families you care about get a clearer financial path, and you get a thank-you that actually means something.

There is no quota, no minimum, and no selling. Just a referral link, your people, and a reward when a family you referred purchases the program.

Help families eliminate debt and build wealth

The families you share this with get a clear plan to pay down debt while building wealth at the same time.

Make a real impact in your community

Every referral is a family changing direction, and that kind of change reaches farther than you might think.

Easy to share, no selling required

Your personal referral link does the talking. You never have to pitch, explain, or sell a thing.

We handle the appointments, education, and enrollment

My team walks each family through the whole process, from the first call to getting on track.

Work from anywhere, on your own time

Share when it fits your schedule. There is no commitment, no minimum, and no pressure.

How it works

Four steps from share to reward.

The whole program runs on one simple loop: you share, they connect, my team does the work, and you get paid. That is the entire process.

01

Share

You share your personal referral link with friends, family, and your network.

02

They connect

They schedule a free call with my team.

03

We do the work

We advise, guide, and help them get on track to become debt free.

04

You get paid

When they activate the program, you earn up to $500 per family.

The reward
A quiet cottage garden in golden afternoon light, a wooden bench beside terracotta pots of sage and lavender
Good news travels · Share it and be rewarded

The reward

up to $500

Per family that purchases the MMax program

You can earn up to $500 for each family that purchases the MMax program. To be clear about how the reward works: it is paid on the purchase of the MMax program only, and not on insurance business, because insurance referrals cannot be compensated.

That keeps everything simple and above board. You can share freely, knowing exactly what the reward is tied to.

Getting started

Getting started is quick.

Once you have your sign-up link, the setup takes a few minutes: sign in, complete a W-9, and set up direct deposit. When a family you referred purchases the MMax program, your reward is paid by direct deposit.

If you have questions at any point, just call. I am happy to walk you through everything.

After you sign up

  1. 01

    Contact Tammy to get your sign-up link.

  2. 02

    Sign in to your referral account.

  3. 03

    Complete a W-9.

  4. 04

    Set up direct deposit for your rewards.

Ready to share?

Contact Tammy to get your sign-up link.

Call or send a message, and I will get you set up with your personal referral link and walk you through the three quick setup steps.