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Referral Program

It is our goal to provide the highest quality of customer service to you. We want to make sure you feel appreciated and are treated as a member of our family rather than simply a name on a policy. Our Referral program allows us to reward you for taking the time to find referrals and invite them to hear about building and preserving their retirement assets. In appreciation for your trust and confidence, we provide the following rewards for referrals:


Fine Dining

All clients are invited to attend our seminars at fine dining establishments. We simply ask that you bring someone who is at or nearing retirement age and has never heard our educational presentation before.


Client Appreciation

All clients are invited to attend our Annual Client Appreciation event. This is a special occasion we set aside specifically to thank you in person for your business. During the festivities, we will have drawings for a variety of wonderful prizes such as electronics, gift cards, restaurant certificates, spa treatments and more. Clients receive 3 extra prize tickets for each referral sent that year.