Advisor access

This resource is available to advisors currently working with Ron and his team. Enter your approved email and accept the terms below to continue.

Advisor Resource Access TermsScroll to review

1. Eligibility. These resources are provided for approved advisors currently working with Ron Eastman and his team. You agree to enter an email address assigned to you or your firm and not to use another advisor's access.

2. Permitted use. Resources may be used for your internal business planning and client-support work. You may not share access, reproduce the tools for distribution, sell them, or provide them to an unauthorized third party.

3. Professional responsibility. These resources support professional judgment but do not replace current carrier materials, product requirements, suitability obligations, or advice from legal, tax, accounting, or compliance professionals.

4. Information and availability. Information may change, and access may be updated, suspended, or revoked at any time. Confirm current rates, requirements, and product details before relying on them in a client recommendation.

5. Access period. After acceptance, this browser may remain authorized for up to 90 days. A different device, browser, private session, cleared browser data, or expired authorization may require acceptance again.

6. Activity records. For security, service improvement, and advisor support, the site records the approved email, terms version, acceptance time, protected resources accessed, downloads, session activity, and a privacy-conscious browser or network identifier. Raw uploaded workbook contents are not included in access-activity reporting.

7. Confidentiality. You are responsible for protecting access on your device and notifying Ron or his team if you believe access has been used improperly.

8. Agreement. By selecting the acceptance box and continuing, you confirm that you have reviewed and agree to these terms.

End of terms

Once approved, this browser will remain authorized for up to 90 days.

Not currently working with Ron and his team?Schedule a 15-minute conversation to learn how you can get access ↗
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Refer & benefit

We're all inthis together.

Refer an advisor to your Impact family. When they write their first piece of business, they receive exclusive opportunities through your recommendation—and you receive a $5,000 thank-you plus a new passive revenue stream.

Our promise

We will represent you in a way that makes you proud to have made the introduction.

A thoughtful introduction

A simple form. A personal follow-through.

Share the basics in our secure referral form. Your existing Impact referral process will take it from there and notify Ron directly.

$5,000Thank-you after the referred advisor writes their first piece of business, plus an ongoing passive revenue opportunity.
Start the referral

Opens the Impact referral form in a new tab.

What happens next

Your relationship stays at the center.

A warm introduction should feel personal from start to finish. The process stays simple for you and thoughtful for the advisor you refer.

01Make the introduction

Tell us who you have in mind and how to reach them.

02We follow up thoughtfully

Your relationship and reputation stay at the center.

03You stay connected

Ron receives the referral and keeps the process moving.