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LAW CLERK
REFERRAL PROCESS

ALL FIELDS ARE REQUIRED

Client

Situational Needs

 

 Assisted Plan

            OR

 Custom Plan
 Business Owner
 Special Needs
 High Net Worth
 Tax Planning
 Immigrant
 International

Scheduling Information

Important Notes to consider before requesting a time block:
  1. Initial Consultations are scheduled for 30 minutes.
  2. Time Blocks listed are in two-hour blocks of time.
  3. The 30-minute initial consultation will be scheduled within the Time Block requested.
  4. If you need to schedule for a specific day (at least 3 days out, not more than 30) put the date in the Additional Information block below.

YOU MUST ALLOW 3 BUSINESS DAYS TO SCHEDULE AN APPOINTMENT

Consultation Day:

Consultation Time BLOCK:

CLIENT'S Time Zone:

Additional Information

Please give as much detailed information as possible

 

Does your client want to use the Financing Option?
 YES    NO

Note: Clients who chose to use the financing option will result in a lower referral commission.

Financial Agent

In order to be compensated for this referral, you must be registered with LSPN.
If you are not registered, please click the following link:
https://www.lspndirect.com/registration.html

2nd Financial Agent

Are you splitting your commission with another agent?
NO - Skip this block.
YES - Fill in ALL the fields.

First Name:

Last Name:

Email Address:

Phone Number:

City:

State:

Please indicate what percentage the 2nd Agent is to receive
(25%, 50%, etc)




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​Contact us

855-335-1060
publicity@intervivosplan.com​​
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