Referral Partners
CAIA partners with estate attorneys, realtors, financial advisors, and senior care professionals across Southwest Florida — helping the clients you serve stay safely and confidently in the homes they love.
Who We Work With
If your clients are aging adults or their families, CAIA completes the picture you've already started.
Every plan you draft assumes your client can keep living the life they want — and for most seniors, that means staying in their own home. We make that assumption hold true, safely and beautifully.
When your senior buyer closes on a new home, the transition doesn't end at the closing table. We come in and make that home feel like it was built for them — discreetly, beautifully, and completely.
You've spent years helping your clients plan for retirement — and staying in their own home is almost always the plan. We make that plan safe, practical, and sustainable for years longer.
Families in transition need practical support alongside emotional support. We make the home itself safer and simpler to manage — quietly, compassionately, and without adding to the family's burden.
Your members trust you to bring them value. A CAIA educational session — at no cost to the club — gives members genuinely useful information about staying safe, independent, and comfortable in their own homes.
Every client you work with is 62 or older — and every one of them is planning to stay in their home. A CAIA referral is a natural extension of the conversation you're already having.
How It Works
We've made the referral process as frictionless as possible. You mention us — we do everything else.
Discuss a PartnershipMention CAIA to a client, hand them our card, or send a simple email introduction. That's the only step that requires your time.
CAIA reaches out, schedules the consultation, onboards the client, and delivers the full service. You stay focused on your practice.
They get complete protection they didn't know they were missing. You get the credit for thinking of it — and a client who remembers.
For every client enrolled in our monthly plan through your referral, you receive an ongoing monthly fee — automatically, for as long as they remain a client.
Referral Income
Every client you refer who joins the CAIA Care Membership generates monthly income for your practice — automatically, without any additional work on your part.
You refer once. The income continues indefinitely. Ten referrals. Twenty. Fifty. It grows quietly in the background while you focus on your clients.
Let's Talk Partnership| Clients Referred | Your Monthly Income | Annual Income |
|---|---|---|
| 5 clients | $100/mo | $1,200 |
| 10 clients | $200/mo | $2,400 |
| 20 clients | $400/mo | $4,800 |
| 50 clients | $1,000/mo | $12,000 |
Referral income is paid monthly and automatically for the lifetime of each active client. Rates and structures are discussed during partnership onboarding.
A 20-minute call is all it takes to see if CAIA is a natural fit for your clients. No commitment, no pressure — just a straightforward conversation about whether this makes sense.
Schedule a Partnership Call