Referral Partners
CAIA partners with estate attorneys, realtors, financial advisors, and senior care professionals across Southwest Florida — closing the gap their clients don't know exists.
Who We Work With
If your clients are aging adults or their families, CAIA completes the picture you've already started.
Your clients leave your office with a beautifully drafted estate plan — and go home to a sticky note with their passwords. We close that gap, working alongside the documents you've already created.
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 build wealth. We make sure their families can actually access it when it matters most — without a court battle or months of bureaucratic delays.
Families in transition need practical support alongside emotional support. We help organise the digital side of a loved one's life before it becomes a crisis — quietly and compassionately.
Your members trust you to bring them value. A CAIA educational session — at no cost to the club — gives members genuinely useful information about protecting their homes and digital lives.
Every client you work with is 62 or older — and every one of them has a digital life that isn't protected. A CAIA referral is a natural extension of the financial planning 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 Digital Assurance Plan 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 | $225/mo | $2,700 |
| 10 clients | $450/mo | $5,400 |
| 20 clients | $900/mo | $10,800 |
| 50 clients | $2,250/mo | $27,000 |
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