All successful agent/advisors what to earn extra cash, travel with their friends and affiliate with other successful Agent/Advisors. Guiding Partners Success helps successful agents “pay it forward” so to speak.

Help CLA USA Marketing attract the best and brightest agents in the industry while you grow your practice. All you have to do is refer agent and advisor colleagues to CLA USA Marketing. You’ll be giving other agent/advisors the opportunity to expand their agencies and practices.

Your role in this process is to simply refer the agent/advisor to CLA USA Marketing. Our role is to work with that individual on products, services, appointments and production. Once your referred agent is officially with CLA USA Marketing we track their business and bonus you based on their production.

You will receive cumulative cash awards from product of the referred agent/advisor’s first year with CLA. The production threshold and cash bonuses are below

Threshold I: $500 Cash Bonus
  • Paid Annuity Premium of $500,000 or
  • Paid Target* Life Insurance Premium of $20,000 or
  • Paid Long Term Care Premium of $10,000
Threshold II: $750 Cash Bonus
  • Paid Annuity Premium of $750,000 or
  • Paid Target* Life Insurance Premium of $40,000 or
  • Paid Long Term Care Premium of $20,000
Threshold III: $1,000 Cash Bonus
  • Paid Annuity Premium of $1,000,000 or
  • Paid Target* Life Insurance Premium of $50,000 or
  • Paid Long Term Care Premium of $30,000
Excess life premium is credited Dollar for Dollar*

Program Requirements

Referred agent/advisors must be standalone producers. Partners of agent/advisors or agent/advisors as part of a down line are not eligible for the program. Qualification period is for the first year the agent is affiliated with CLA USA Marketing. All qualifying policies must be issued within the agents/advisors’ first anniversary year and excludes any cancelled policies. The qualification period begins the date the agent appoints with the first carrier affiliated with CLA USA Marketing. All cash bonuses are for first year production only. This program can be changed, modified or cancelled at any time by CLA USA Marketing.

All new business must be submitted to CLA USA Marketing new business team for proper credit.