Trajan Wealth Referral Partner Sign-up

We understand you have a personal relationship with your clients. Our licensed insurance agents are certified, trained and specialized in Medicare sales! You can confidently refer your clients knowing they will receive a quality experience from knowledgeable agents who are committed to protecting your relationships!

 Steps

  1. Complete & submit form below
  2. Allow 2-4 business days for our marketing team to create your personal referral webpage
  3. You receive an email with your personal referral webpage
  4. START Referring Clients

Please contact referral@healtheoptions.com with questions.

All fields required.























Referral Partner Responsibility

PLEASE:

  • DO NOT complete the Information Request Form for the Medicare consumer (on your personalized webpage)
  • DO NOT use your personal URL to solicit referrals from people who are not current clients or colleagues
  • ALWAYS provide Berwick Insurance your current and accurate contact information
  • FOLLOW guidelines outlined in the Medicare Referral Program (contact referral@healtheoptions.com for information)