Share the gift of financial security
Know someone who could benefit from better life insurance, supplemental health coverage, or retirement planning? Refer them to Capital Trust Insurance.
Three simple steps to refer a friend
Fill Out the Form
Enter your information and your friend's contact details below.
We Reach Out
James will personally connect with your referral to discuss their needs.
They Get Protected
Your friend receives a personalized strategy for their financial security.
Refer someone you care about
Help a friend or family member get the coverage they deserve.
Help your network build financial security
When you refer someone to Capital Trust Insurance, you're helping them access strategies that can protect their families and build long-term wealth.
IUL strategies that grow wealth with tax benefits
Access policy value while still alive
Strong death benefits for loved ones
Annuity strategies for stable retirement
Have questions about the referral program?
Call or text James directly to learn more about how you can help your friends and family.