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Agent Referral Program

As agents, it is important to provide comprehensive services to your clients even when they move but what happens when they move to a state where you aren't licensed?

Obtaining and maintaining multiple licenses and certifications can be expensive. If you have an existing client that moves to another state, you can refer them to ExecutiveFMO. 


Medicare Supplement*


Medicare Advantage


Prescription Drug


*High Deductible plans F and G paid at $75

How does it work?

How will I be paid?

Referral payments are limited by the Centers for Medicare and Medicaid Services (CMS). ExecutiveFMO proudly pays at the maximum limits set by CMS:

  • $150 for Medicare Supplements

  • $100 for Medicare Advantage

  • $25 for Prescription Drug plans

How can I explain this to my client?

Executive FMO prides itself on transparency and education. The success of our referral program depends upon both agent and client satisfaction. All members of ExecutiveFMO are licensed agents and industry experts. You can rest assured that your client is in good hands.

Does ExecutiveFMO offer in-person appointments?

Yes! Executive FMO is based in Tampa, Florida but has partners across the United States. When able, we will set up an in-person appointment with your client if that is preferred. With a wide range of technology solutions, we can readily coordinate with your client over the telephone.

Do I have to be licensed to participate in this program?

No, you do not need to have a license to participate in this program.

Program is void where prohibited. ExecutiveFMO reserves the right to adjust, modify, or terminate the program in its sole discretion.

Ready to get started with our agent referral program?

Submit your details below and take the first step towards a partnership that values your growth and rewards your efforts. Our team is ready to guide you down the path to greater achievements

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