Help a Friend.
They'll Thank You for It.
If you know someone approaching Medicare, planning retirement, or running a small business — a free conversation with Rodney could save them thousands of dollars a year.
How the Referral Works
Submit Your Referral
Fill out the form below with your info and your friend's contact details.
Rodney Reaches Out
Rodney contacts your friend within 24 hours for a free, no-pressure consultation.
You're Both Taken Care Of
Your friend gets expert guidance. You get the satisfaction of helping someone you care about.
Who's a Great Referral?
If any of these sound like someone you know, they could benefit from a conversation with Rodney:
Turning 65 Soon
Approaching Medicare eligibility and not sure where to start.
Veterans & Military
Navigating VA benefits + Medicare and not sure how they work together.
Retirement Planning
Wondering when to take Social Security or how to protect retirement income.
Small Business Owners
Looking to reduce costs or offer better employee benefits.
Life Insurance Holders
Have an old life policy they may no longer need — could be worth cash now.
Doctors & Clinics
Medical practices looking for remote care or group health solutions.
Submit a Referral
Your friend will hear from Rodney within 24 hours — no pressure, just a helpful conversation.
"I referred my parents to Rodney when they were both turning 65. He saved them over $2,400 a year combined and they couldn't be happier."— Client referral, Portland, OR
Questions? Let's Talk.
Rodney personally handles every referral. Call or schedule a time to chat.