• Referral Partner Enrollment

    Share your contact details, promotion plan, audience interests, and consent to be contacted about campaigns and program administration.
  • Approved partners may receive trackable referral codes or links, approved marketing materials, early campaign information, partner-only offers, and campaign-specific incentives.
  • Do you have a business tax form / W-9 available if required?*
  • I understand that incentive amounts vary by campaign and are earned only on qualifying completed and paid transactions under written campaign terms. No compensation is promised merely for enrolling.
  • I agree that I will not make unauthorized claims, alter pricing, collect money on behalf of Legacy Wise unless expressly authorized, or receive compensation for regulated insurance, financial, or legal referrals where prohibited. All marketing will use approved materials and tracking codes or links.
  • Format: (000) 000-0000.
  • I consent to receive SMS/text messages from Legacy Wise Advisors, Inc. regarding customer service, registrations, events, experiences, transportation, reminders, advisory/service updates, and promotional communications consistent with the consent I provide. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing goods or services. Privacy Policy: https://legacywiseconcierge.com/privacy-policy.html | SMS Terms & Conditions: https://legacywiseconcierge.com/sms-terms.html
  • Preferred Contact Method*
  • How do you plan to promote Legacy Experiences?*
  • Which experience categories is your audience most interested in?*
  • Would you like a unique referral code or link?*
  • Important Disclosure: Enrollment as a referral partner does not create employment, agency, partnership, franchise, exclusivity, or authority to bind Legacy Wise Advisors. Any compensation or incentive must be separately authorized in writing for a specific campaign. Partners must use approved marketing materials and comply with all applicable advertising and messaging rules.
  • Which partnership roles best describe your organization?*
  • Can you host a welcome reception?*
  • Can you serve as an originating or secondary pickup / host point?*
  • Can you recruit your own members, customers, or employees?*
  • Can you organize private experiences?*
  • Are you interested in sponsorship, referral participation, or both?*
  • Can you participate in employee / member discount programs?*
  • Should be Empty: