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Referrals

CONTINENTAL TRUST SERVICES REFERRALS


New Case Resource Guide & Referral In-Take


Your primary points of contact for on-boarding support:


Craig Pawley, Vice President of Sales
Phone: 949.632.0029
Email: cpawley@medivest.com

Cortney Perez, Sales Support Specialist
Phone: 877.725.2467 x7014
Email: cperez@medivest.com

Instructions for mailing MSA initial seed and annuity payment checks:

Make checks payable to Medivest Benefit Advisors, Inc. FBO (applicant name).


Send regular mail to:
P.O. Box 23910
Santa Barbara, CA 93121

Overnight shipping address:
8 East Arrellaga Street
Santa Barbara, CA 93101

Medivest’s Tax ID number: 77-0445397


Start A Referral

Reference Materials

  • Click to View
Click to View

Medivest Professional Administration Referral Resource Pack  (click to download). Contains the following :

1) Medivest Benefits of Professional Administration – Applicant

2) Medivest New Member Flyer

3) Medivest Professional Admin Q&A

4) New Case Resource Guide

5) Medivest Professional Administration Services Flyer

6) Medivest Professional Administration Services – Spanish


Reference Videos


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