CPA Referral Program

We've got a special referral program just for you—our valued CPAIPW clients. Refer a friend and get $50!

A Gift for You, and a Gift for Them

Here's How it Works

Refer a CPA friend or colleague to apply for our Term Life Insurance and you’ll receive a $50 gift card* once their application is submitted! Refer as many CPAs as you like and get rewarded for each application. There’s no limit!

Send this Link to a Friend!

How to Refer

  1. Share this link with your CPA friends: https://app.cpaipw.ca
  2. Make sure they enter your full name when prompted on the online quote form.
  3. Once they apply, we’ll send you a $50 gift card as a token of our appreciation.

But Wait, There's More!

Referred CPAs get $50 off their first Term Life Insurance invoice. Make sure to enter the full name of who referred you when prompted on the online quote form.

The Fine Print

*Terms and conditions apply. Promotion(s) valid for CPAs only. Applicant must meet eligibility requirements. CPA Insurance Plans West reserves the right to cancel this promotion(s) at any time.

The $50 referral gift card is available to current CPA Clients only and cannot be combined with any other offer or promotion. No cash value.

The $50 discount for referred CPAs is applicable to new policies only. No cash value.

Full terms and conditions can be found here. Please speak to an Advisor for more information.