Get this eBook FREE!

  • Change it to make it your own

  • Email it to clients

  • Add it to your website

  • Use it as a powerful lead magnet

Template Easy to edit. Add your photo or logo, contact info and bio. 01 Keep the current format or add sections or chapters if you like. 02 Easily change colors and text if you like. 03 The book is complete, but you can rewrite, edit, add to or change it to make it your own. 04 Add a CTA like booking a meeting, workshop RSVP or visiting your website. 05 Output your finished eBook as a PDF file and link it to your website or email it to your clients. 06

Click eBook to Preview

Get it FREE by…

…referring agents to Advisor Grid. Get your ID code and give it to any licensed agent. When they enter it in the next box you’ll get the eBook and so will they!

Get ID Code

– OR –

Get it FREE by…

…entering the ID code you got from another licensed agent. That’s it! Both you and that agent will get the eBook free!

Enter ID Code

– OR –

Purchase for it… $49

Don’t want to wait or bother with codes?

Buy it Now

How to Edit

Get this eBook free with your referral!

Help us spread the word about our free slides, articles, eBooks and tools.

(To qualify both you and the person you refer must be licensed insurance agents.)

It’s simple. There are two ways to get the eBook:

Use the form below, Referror form (#1) to become a referror. We’ll email you a unique code id number.  Give this code to any agent(s) you want to refer to AdvisorGrid.com.  When any of these agents (all you need is one), enters your code id in  Referree form (#2), we will use the license numbers entered on these forms to verify that both you and the person you referred are actively licensed insurance agents. Once verified we will email a copy of the eBook to both of you.

Or, if someone has provided you with his or her code id number, all you have to do is enter it in Referree form (#2) and again, once verified, you and the person who referred you will receive a copy  of the eBook.

Why do we ask for and verify insurance license numbers?  

The reason we are giving away this eBook is to grow our list of agents and advisors. Our free PowerPoint slides, articles and ebooks are of little value to other people. We only want referrals to agents and advisors in the financial services business. Thank you for not wasting our time providing referrals who are not licensed agents.

Referror #1

Use the form below if you need to get a id code to give to another agent. (You can give the same code to multiple agents.)

Referree #2

Use the form below to enter a code you got from another agent. (Note that the code will not work if you are both the referror and referree.)