The Wealthy Matriarch — Referral Partner Program

Referral Partner Program

Your Network
is Your Net Worth.

Three tiers. Real commissions. A legacy built together.

The Wealthy Matriarch Referral Partner Program is open to anyone — licensed or not — who believes in the power of financial protection and wants to be compensated fairly for every connection they make. Introduce your community to life insurance education, protection planning, and generational wealth. We handle the rest.

About The Wealthy Matriarch

Financial education
built for legacy-minded women

The Wealthy Matriarch is a luxury financial education and insurance brand designed specifically for mothers who are building wealth, protecting their families, and creating legacies that outlive them. Founded by licensed financial professional Tayani S. Tellis, TWM provides life insurance solutions, financial literacy education, and wealth-building tools rooted in one belief:

"Wealthy moms aren't born.
They're built."

3 Partner Tiers
$0 Cost to Join
US Nationally Open
Referral Cap

The Process

Simple. Transparent.
Built to pay you.

No complicated systems, no guesswork. Here's exactly how the program works from introduction to payment.

01

Apply & Get Approved

Complete the short application below. Once approved you'll receive your unique referral link, code, and partner welcome kit within 48 hours.

02

Make the Introduction

Share your link in conversation, on social media, via text, WhatsApp, or at events. Your referral is tracked the moment someone uses your link or code.

03

We Educate & Close

The Wealthy Matriarch team handles the discovery call, education, application, and underwriting. You stay informed at every stage.

04

You Get Paid

Once the policy is issued, your commission is confirmed and processed weekly via direct deposit through our payroll processing center. No chasing, no delays.

Partner Tiers

Three paths.
One legacy.

Every partner starts where they are and grows from there. Tiers are based on volume, licensure, and engagement — not seniority.

The Seed

Plant the introduction. Watch it grow.

Referral Fee Per Issued Policy

$50–75

Flat fee · No production minimum
Compliant for unlicensed referrers

  • Open to anyone — no license required
  • Personal referral link & unique code
  • Paid weekly via direct deposit
  • TWM partner welcome kit
  • Access to shareable community education content
  • No cap on referral volume

Qualifies: Community members, clients, unlicensed advocates

The Matriarch

Full commission. Agency track. Partnership table.

Commission on Issued Policies

Agent Split

Full commission structure
Licensed agents only · Payment per contract terms

  • Everything in The Branch tier
  • Full agent commission on written policies
  • Own your book of business
  • Priority carrier access & product training
  • Agency partnership conversation (by invitation)
  • Co-hosting rights on TWM events
  • Leadership + downline building support

Qualifies: Licensed life insurance agents only

Side by Side

Compare the tiers

Everything at a glance so you know exactly what you're stepping into.

The Seed The Branch The Matriarch
License RequiredNoNoYes
Flat Referral Fee / Policy$50–$75$75–$100Full Commission
Monthly Base PayCompetitive · by agreementCompetitive · by agreement
Personal Referral Link & Code
Co-Branded Materials
Event Collaboration
Own Your Book of Business
Agency Partnership Track
Referral Volume CapNoneNoneNone
Payment CycleWeeklyWeeklyPer Contract
Agreement TermAt-will90 days, renewableAnnual, renewable

Questions

What you need
to know

Straightforward answers to the questions we hear most.

Do I need an insurance license to join? +

No. The Seed and Branch tiers are open to anyone regardless of licensure. You are making introductions, not selling or advising on specific policies. Your compensation is a flat referral fee per issued policy, which is compliant with unlicensed referral rules in Georgia and most states. The Matriarch tier requires an active life insurance license.

How do I move up tiers? +

Seed partners who consistently refer 3 or more clients per month, or who take on an active community liaison role, are eligible for Branch consideration at the 90-day mark. Matriarch tier is available to licensed agents upon application and approval. There is no waiting period if you're already licensed — apply directly for Matriarch.

When and how do I get paid? +

The Seed and Branch partners are paid weekly via direct deposit through our payroll processing center — no minimum threshold required. The Matriarch tier is paid based on the terms outlined in your individual agent contract.

What counts as a qualified referral? +

A qualified referral is any individual who books a discovery call using your unique referral link or provides your code, completes the consultation, and has a policy issued and in-force. The referral is attributed to you regardless of when the policy issues, as long as the original contact came through your link.

Is there a cost to join or a sales quota? +

There is no cost to join at any tier. Seed partners have no production minimum — you earn on what you refer. Branch and Matriarch partners have an activity expectation outlined in the partner agreement, but there is no penalty for a slower month. We want this to be a long-term, sustainable partnership.

Can I refer people in any state? +

Yes. Your referral link works nationally. The Wealthy Matriarch is actively expanding licensing across multiple states. If a referral is in a state where we're not yet licensed, we'll notify you and hold the referral until licensure is confirmed — your credit is never lost.

Ready to
plant your seed?

Book your complimentary Referral Partner Discovery Call. We'll find the right tier for you, walk through the commission structure, and get your partnership moving — all in 20 minutes.

20 minutes · No pressure · All tiers welcome

This is not an offer of employment. Referral compensation is subject to state compliance guidelines. Open to licensed and unlicensed partners.

The Wealthy Matriarch™ Intentional Investments & Solutions LLC · All Rights Reserved
Referral Partner Program · Not an offer of employment · Subject to state compliance