The more you share, the more you earn
Earn rewards by referring your friends and colleagues
Invite your friends, family, and colleagues to Earned — and unlock rewards for every qualifying referral.*
*Insurance referrals must attend an initial meeting to qualify. Referrals for other service lines must become Earned clients to qualify. Legal referrals are not eligible for the program per industry regulations.
Reward Tiers
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1+ Referrals
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3+ Referrals
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5+ Referrals
Wealth Management Reward
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Personalized gift or experience with up to 2 Wealth Management Referrals per year
How It Works
Thank you for your trust and confidence in Earned. A referral is the highest compliment we can receive, and we are committed to providing your friends and family with the same high level of service that you've come to expect.
Access
Get your Earned Advisor’s custom referral link. They’ll share it with you or you can find it in their email signature.
Share
Share the link with your friends and fellow colleagues and tell them all about Earned.
Earn
With every qualifying referral, earn points toward each tier.
Select
Once you hit a new tier, you’ll receive an email to pick out your reward!
Terms & Conditions
The Earned Loyalty Program is sponsored and paid for by Earned Wealth Operating Company, Inc. (“Earned”) which owns tax preparation and accounting, insurance brokerage, and wealth management affiliates each of which is separately licensed. EWOC itself is not an accounting firm, insurance agency, or investment adviser. Current clients who successfully refer a friend, family member, or colleague can earn gift rewards as a token of Earned’s appreciation. The gift rewards have a value of up to $100 each in tiers 1-3, "Pioneer", "Achiever", and "Premier". "Elite" is reserved for wealth management referrals (i.e., based on testimonials by current wealth management clients) and will not exceed $1,000 in value during any 12-month period. A successful insurance referral that qualifies for a reward is attendance at an initial consultation not dependent on or tied to any insurance policy or contract sale. A successful tax preparation or accounting referral that qualifies for an award is execution of an engagement letter. A successful wealth management referral is execution of a wealth management or financial planning agreement. Referrals are to the firm itself, not necessarily to an individual relationship manager. Earned will recognize relationship managers whose clients make the most referrals with a small bonus. Legal referrals are not eligible for the program per professional regulations.If you are a referrer and accept the reward you understand and agree that it is not intended as compensation and instead is a token of our appreciation of you as a valued client. You also agree that (i) it is your decision alone whether to accept and use a reward gift and you do so at your own risk, (ii) Earned does not endorse, guarantee, or warranty the reward products or services, and (iii) Earned disclaims any responsibility for the safety, merchantability or fitness for a particular purpose of a reward product or service. Each recipient of a referral reward is responsible for any income or other taxes that may apply.
© 2026 Earned Wealth Advisors, LLC.
Investment advisory services offered through Earned Wealth Advisors, an SEC-registered investment adviser.