ClientReferrals.com Inc. strives to create and manage high quality programs and products for immigrant investors. We do not work with investors directly; Our Members specialize in serving high net worth clients and they rely on us to support them with marketing, administrative, and other services.
Our team of experts is led by individuals who have decades of success and experience in this industry. Our mission is to offer world-class service to our Selling Partners along with high quality products for their clients.
Our Product Partners are carefully selected industry leaders who provide a wide range of products, services, and investment opportunities. Currently, they cover the following industries:
You have identified an individual who could benefit from wealth, tax, and succession planning, whether it is for purpose of immigration or not. You decide to introduce them to an industry-leading company who will fly into the potential client's country for an initial meeting and discuss the opportunity with them.
As part of the planning, this client's best course of action is to purchase a $10,000,000 life insurance policy, obtain a second passport, and invest $500,000 in a secure offshore mutual fund.
Not only have you introduced this individual to industry-leading providers of products they might not have been aware of, but you could be entitled to commissions of $270,000 ($200,000+ $50,000 + $20,000).
Our Members are typically immigration practitioners, lawyers, accountants, bankers, and other advisors.
While the products listed on the platform are very complimentary to the immigration industry, you can become a Member if you have the ability to refer potential clients to any of our products. By becoming a Member, you gain access to exclusive products and programs for your immigrant investor clients.