At Set for Life, we believe in the power of referrals and the value of word-of-mouth recommendations, and greatly appreciate when our clients help spread the word about our services and products.

By recommending our services, your friends, family and colleagues can benefit from the same exceptional service and expertise you received.

As a token of appreciation for your support,  for every successful referral you make, you will receive an Amazon gift card as a thank-you gesture.

Here’s how you can participate in our referral program:

1.     Think of colleagues, friends, or family memberswho may benefit from discounted disability and affordable term life insurance.

2.     Share your positive experience with them about Set for Life’s products and services.

3.     Encourage them to reach out to us directly at or visit our website at for more information.

4.     Kindly ask them to mention your name as thereferrer when they contact me, so we can ensure you receive the gift card.

Remember,by spreading the word about our services, not only will you be helping your colleagues protect their financial future, but you will also be rewarded for your valuable support.

If you have any questions or need further assistance, please feel free to contact our office.

We truly appreciate your continued trust and loyalty in our services.


Are you ready? Get set - for life!

Joshua W., Investment Banker, New York, NY.

Set For Life Insurance’s professionals and staff are so capable and easy to work with. They truly set themselves apart!