Unlock More Value. Earn More Commission. Protect More Families.

Master the Living Trust Referral Conversation- and add $500 per sale to your bottom line!

Learn how to seamlessly introduce the Living Trust in your appointments and refer clients to our partners at Integrity Estate Planning with confidence.

What Is a Living Trust?

A living trust is a powerful estate planning tool designed to safeguard your client's family, assets, and legacy—while simplifying the process during difficult times.

1. It's a Legal Document

A living trust is a formal, legally-binding document that clearly spells out how an individual's assets—such as their home, bank accounts, retirement funds, and life insurance—should be managed or distributed after death or incapacitation.

2. Avoids Probate

By establishing a living trust, your client can ensure their assets transfer directly to beneficiaries—without going through probate. This helps avoid the delays, costs, and stress typically associated with the court-supervised process.

3. Gives Control

Clients retain full control over their assets while alive. They decide who receives what, when, and how. This flexibility is crucial for protecting dependents and planning for potential incapacity or special conditions.

4. Not Just for the Wealthy

Living trusts aren't exclusive to high-net-worth individuals. Anyone with a home, life insurance policy, or minor children can benefit from the security and clarity a trust provides.

5. Aligns with Mortgage Protection

A living trust ensures that the protection your client puts in place—like life or mortgage insurance—is not lost in probate delays. It enables fast, private, and stress-free asset distribution.

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LEARN FROM THE BEST

The Living Trust Training Video

Learn exactly how to introduce the Living Trust during your FIF, overcome objections, and submit referrals with confidence.

When to bring it up in the appointment
What to say (and what not to)
How to hand it off to our partners at Integrity Estate Planning
Why it works—even when it's a no-sale

This Isn't Just a Trust, It's a Door to Advanced Sales

✅ $500 referral commission per closed trust
✅ 75–90% close rate by Integrity Estate Planning
✅ Opens conversations about annuities, IULs, DFL, and asset discovery
✅ Gives you value in a no-sale situation

Meet Your Partner at Integrity Estates

Dina Atkinson – CEO of Integrity Estate Planning

25+ years of experience
Over 10,000 clients served
Backed by a team of attorneys, paralegals, and admin professionals
Licensed in all 50 states with bilingual services

✨ Your clients are in the best possible hands.

Contact: [email protected] |

Simple Process. Big Payout.

Earn $500 per completed trust by referring clients to Integrity Estate Planning. No legal expertise needed—just follow the steps below.

Referral Steps:

Ask the trust question during the appointment
Get verbal permission to share their info
Submit via referral form or contact email
Integrity Estate Planning takes over
$500 payout for every completed trust
60/40 split on any advanced sales

Just Set the Appointment

You don’t have to explain the legal side—we’ve got that covered. Just make the introduction.