The Retirement Solutions GroupRoyal Ambassadors Program

Retirement Solutions Group welcomes and appreciates your personal introduction to friends and family members. Once you provide us with their contact information, they will receive a valuable information packet, along with an invitation for a complimentary consultation.

As a Retirement Solutions Group client, you are the sole focus of our efforts to create a successful and rewarding relationship. Many of our clients have expressed interest in recommending our financial services firm to their friends and family members. This is the highest compliment that we can receive, and we greatly appreciate your trust and confidence. The introductions you’ve made have helped our business grow, year after year.

The Royal Ambassador Program has been designed specifically with you in mind, as a “thank you” for entrusting us with your introductions and to show our sincere appreciation.

Your membership in our Royal Ambassador Program gains you admission to exclusive special events mid-way through and at the end of the year. These events are a celebration of you and all that you do for us. We hope to see you there!

To introduce a family member or friend, please provide us with the name and address below. We will send them a valuable information package and invite them in for a complimentary visit.

By submitting personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.


1. How do I become a member of the Royal Ambassador Program?
Simply introduce us to someone whom you want to have the benefits of our services. Following their complimentary consultation, you will receive your exclusive invitation to become an Ambassador.


2. Who would you like me to introduce to Retirement Solutions Group?
A qualifying introduction is an individual whom we have not yet met and who may be experiencing one or more of the following:

✦ Retired or close to retirement
✦ Undergoing a major financial change or life event
✦ Concerned about running out of money in their later years
✦ Unsure if their money management is optimized for them
✦ Has questions or concerns about their financial future


3. How should I make the introduction?

Just give us a call or fill in their information above. It’s that easy. And, don’t worry, we promise to treat them with the same respect and professionalism that you have come to expect from us.


4. What are the benefits of the Royal Ambassador Program?

Along with helping a friend or family member enjoy the financial success that we can help deliver, your membership in our Royal Ambassador Program gets you on the list for exclusive events.

Additionally, we will make a $50 donation in your name to a select charity once your referral completes their complimentary consultation.


5. Once in the program, am I a Royal Ambassador for life?
Once you hit the Knighthood/Gold tier (3 referrals), you will qualify as an Ambassador for Life.