Personal message templates
Use these as one-to-one messages for text, email, or DMs. The original route focuses on conversational messages that mention a personal referral link, a free insurance review, and money/planning tools in a low-pressure tone.
Social post templates
The current source also includes social-ready copy for Instagram, Facebook, LinkedIn, stories, and reels captions. The structure centers on practical help, a personal recommendation, and a clear invitation to use a referral link.
How to use the templates
Swap in the personal referral link, keep the tone natural, and use the version that best fits the relationship. The strongest versions feel like a helpful recommendation, not a hard pitch.
Best practice
Keep referral messaging honest, simple, and easy to understand. If this route becomes more important later, the next upgrade should be turning these examples into copyable cards with direct share actions.