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MAIA AGENCY
BUSINESS REFERRAL AGREEMENT
AGREEMENT made by and between Tobe Gerard Insurance, LLC, with
its principal place of business in Natick, Massachusetts, and the undersigned
insurance agency, agent, or broker (the “Agency”).
WHEREAS, Tobe Gerard Insurance, LLC has expertise in the sale and servicing
of Long Term Care Insurance, and
WHEREAS, Tobe Gerard Insurance, LLC desires to provide such Long Term
Care Insurance expertise to customers of the Agency through a business referral
arrangement.
NOW, THEREFORE, in consideration of the mutual covenants herein contained,
the parties hereto agree as follows:
WITNESSETH:
1. If the Agency has a MA Health Producer’s License and is approved by
insuring carrier for an appointment to sell Long Term Care Insurance, Tobe Gerard Insurance,
LLC will include the Agency as one of the producers on all applications submitted for
Long Term Care Insurance that have been referred by the Agency. The Agency would
then share in the commission on these policies at a rate of 50%.
2. In the event that the Agency shall desire to refer any one or more Referred
Customers to Tobe Gerard Insurance, LLC for the purpose of purchasing Long Term
Care Insurance, the Agency shall do so in writing. The use of E-mail is considered to be
in writing. Said writing shall identify the Referred Customer, including name, address,
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