Refer & Earn

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Refer and Earn

Send people who need a plan. Earn on every one.

Insurance agents, notaries, real estate professionals, tax preparers, and anyone else whose clients need a will or a trust. Share your link, we do the work, you earn 30% of the fee on every service purchased.

How It Works

Three steps, then you are earning

Apply in two minutes

Tell us who you are and what you do. We review every application by hand, usually within two business days. There is no cost and no quota.

Get your tracking link

Once approved you get a personal link and a private dashboard. Share the link by text, email, social, or a QR code on your card.

Get paid on what closes

Every click is tracked and credited to you for 90 days. When someone you sent buys a service, you earn 30% of the fee, paid out manually.

Who This Is For

If people already trust you with their big decisions

You do not need to be a financial expert. You just need to know someone whose family would be in trouble without a plan.

Insurance Agents

You are already talking to people about protecting their family. A trust is the piece most of them are missing.

Notaries and Signing Agents

You see estate documents every week and you hear who does not have one. Point them somewhere real.

Real Estate Agents

Clients buying or selling property are the exact people who need to think about how that property transfers.

Tax Preparers and CPAs

You already know your clients’ asset picture. A referral fits naturally into the conversation you are having.

Funeral and Hospice Professionals

You see firsthand what happens to families with no plan. Help the next one avoid it.

Community and Church Leaders

People trust you. If estate planning comes up in your circle, your link makes the next step simple.

What You Earn

30% of the fee, on every service they buy

Here is the math in plain numbers. These are illustrations of how the commission works, not a promise of earnings.

$1,200typical trust package

Your share at 30% is $360 on a single referral.

3 a montha realistic pace

Three closings a month at that level works out to about $1,080 a month.

90 dayshow long a click counts

They do not have to act the same day. Your credit lasts three months from the click.

How we handle the money

Commission is 30% of the service fee on each purchase made by someone you referred. It appears in your dashboard as soon as we record the sale, moves to approved once the payment clears on our side, and is then paid out manually by the method you chose. Payouts are not automatic or instant, and commission is only earned on services actually purchased and paid for, not on clicks or free accounts.

Your Dashboard

You can see everything we see

No black box and no guessing whether a referral landed. Your private dashboard updates as things happen, and it shows the same numbers our admin sees on your account.

Tracked on every link

  • Every click on your link, with the date and time
  • How many separate people opened it, not just raw clicks
  • Whether they created an account in the member portal
  • Whether they purchased a service, and for how much
  • Your 30% commission on each one, and whether it is pending, approved, or paid
Apply

Become a Saveure partner

Free to join. We review each application by hand and reply within about two business days.

What you are agreeing to

As a referral partner you are an independent third party, not an employee or agent of Saveure. You must not give legal, tax, or investment advice, promise any outcome, or tell anyone that Saveure is a law firm. You must disclose that you may be compensated for the referral where that disclosure is required of you. Some professions restrict or prohibit accepting referral compensation, so check your own licensing rules before you join. Full details are in the Referral Terms.

Questions

Before you sign up

What does it cost to join?

Nothing. There is no fee, no minimum, and no quota. If you never send anyone, nothing happens.

How much do I earn?

30% of the service fee on anything your referral purchases. The exact dollar amount depends on which service they buy, and you see the amount and your share on every line of your dashboard.

When and how do I get paid?

Payouts are reviewed and sent manually. Once a referral is marked approved in our system, it goes into your payout queue and we pay by the method you listed on your application, such as Zelle, Cash App, check, or ACH. Your dashboard shows exactly what is owed and what has already been paid.

Do I need a license to refer people?

No license is required to share your link. If you do hold a license, tell us on the application so we have it on file. What matters is that you do not give legal advice, make guarantees, or misrepresent what Saveure does.

What am I allowed to say?

Tell people what you honestly know: that Saveure helps families understand and set up wills, trusts, and related documents, and that Saveure is not a law firm. Do not tell anyone which document they need, do not promise a legal or tax outcome, and do not present yourself as an employee of Saveure.

How long does my referral stay credited to me?

Ninety days from the click. If they come back later through your link, the clock restarts.

Can I see who clicked?

You see the count of clicks and how many separate people opened your link, plus each conversion. You do not see the personal details of people who only clicked and did not become customers. That is a privacy line we hold on purpose.

Can I refer myself?

No. Self referrals, referrals to your own household, and anything that looks like manufactured volume do not earn a commission.

Already a partner?

Open your dashboard to grab your link and check your earnings.

Saveure

Financial education and estate planning coordination for families and business owners in Central Florida and beyond. Plan with clarity. Build with confidence. Protect what matters.

Important disclosures. Saveure is not a law firm, is not a licensed attorney, and does not practice law or provide legal advice. We do not draft, review, or execute legal documents, and we do not represent you in any legal matter. No attorney client relationship is created by using this website, by contacting us, or by working with us.

Estate planning documents and the member account portal are provided through Snug, an independent third party platform. Saveure does not control that platform and is not responsible for its products, pricing, or services. Your use of the portal is governed by Snug’s own terms and privacy policy.

Saveure is not a registered investment adviser, broker dealer, tax adviser, or insurance company. Nothing on this website is personalized investment, tax, or legal advice, and nothing here is an offer to buy or sell any security. All content is general education only. Estate and property laws differ by state and change over time. Before acting, consult a licensed attorney, CPA, or financial professional in your state about your specific situation.

Copyright 2026 Saveure. All rights reserved. Altamonte Springs, FL
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