Obtaining new clients can cost a
small fortune in advertising expenses
for the Internet, newspapers, yellow pages, mail, etc. We are certain that
our satisfied clients are willing to help us reduce these costs, or to
give some of it to a much better recipient; namely, THEM!
We
sincerely hope you will make referrals to us not solely for the Reward$, but because you too appreciate the
valuable services we've provided you; however, if the
Reward$ help you to remember us, by telling your friends, family, clients, and
business associates about us, then that's okay too!
For Each Referral* You Send Us, That Becomes
A Client, YOU GET PAID:
INDIVIDUAL
REFERRALS (Non-Group)
Group
Client Referrals
(Based On The Number of Covered
Employees)
| $50 |
2
- 5 Covered Employees |
| $100 |
6
- 9 Covered Employees |
| $250 |
10
- 50 Covered Employees |
| $500 |
51
-100 Covered Employees |
| $1,000 |
101+
Covered Employees |
NOTES:
-
*Group
Dental, Vision, LTD & Legal Plan fees are 1/2 of the above.
-
*All
Fees Are Paid Approximately 60 Days After Referral Becomes A Client.
-
*Fees
are not available for referrals of clients needing any type of securities
products including variable insurance products, nor
are fees available for referrals to investment advisory clients needing
any type of investment advice or third party money management services;
non-group
Dental; non-group legal services plans; and immediate family member's; or,
wherever excluded by any applicable State Insurance or Securities Law(s).
-
*Subject
to change by us at any time, and without prior
notice.
