Refer & Earn
Know Someone Who Could Use Protection?
Send them our way — and we'll say thank you with a gift. Our referral program is our way of honoring the trust you place in us when you share our name.
YOUR REWARD
Choose Your Thank-You
When the person you refer completes a consultation with East Ocean Strategies, you choose how we show our appreciation:
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$25 Visa gift card — physical or e-gift, your choice
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$15 Starbucks gift card + complimentary digital Estate Planner's Diary
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$15 Starbucks gift card + complimentary physical Estate Planner's Diary, mailed to you
Your reward is triggered when the consultation takes place — not when it's scheduled. We'll reach out within 14 days to confirm delivery.
HOW IT WORKS
Simple. Three Steps.
Submit the referral form below. Provide the referred person's full name, phone number, and email address. Online submissions only — this is required to qualify.
We reach out and schedule a consultation. East Ocean Strategies contacts your referral directly. They are never obligated to purchase anything.
You receive your reward. Once the consultation is complete, we confirm with you and deliver your gift within 14 calendar days.
GOOD TO KNOW
A Few Key Details
This program covers referrals for our insurance products and LegalShield membership plans. To qualify, a referred individual must be a U.S. resident, at least 15 years of age, and have the income and capacity to complete an application process.
You may submit up to eight (8) referrals per calendar year. For full program terms, download our referral overview below.