Referral Program

Refer 5 Friends and Get 5 Detailed Financial Planning Sessions

Promote financial freedom to your family and friends.

Once 5 friends open their account, you will receive 5 Detailed Financial Planning Sessions. Have more friends to refer? Great, once you refer 5 you will unlock the next exclusive prize option!

Refer Friends

Why not let your friends know about PLANULIFE?

Refer up to 5 friends below:

What will Planulife give your friends?

Real Estate financial Plan

Report outlining their household finances, absolutely free.

Tailored advice

Planulife will recommend real estate, financing and investment options based on their goals.

Financial freedom

Access to exclusive, tax-efficient investment opportunities that meet their financial and social responsible goals.

Unlimited Real Estate Financial Plans _TM

Free. Forever.

Step towards financial freedom

First-time home buyer

You need to start off on the right foot to have a solid foundation. Learn and budget up front to avoid any future regrets.

Move Up Buyer

More space for the growing family? Access to better schools? Closer to work? Our realty recommender will assist in identifying your dream properties.

Downsizers

Moving to a smaller home can be the hardest transition towards retirement. Enjoy today or save for tomorrow? Our software will identify the balance you need.

Investors

You enjoy your sleep knowing your funds are backed by real estate. Individual investments can create tax and management headaches. Our exclusive investment opportunities help you achieve financial freedom with no strings attached.