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.

Royal Ambassadors Program

As a Retirement Solutions Group client, you are the sole focus of our efforts to create a successful and rewarding relationship. Working with friends and family of our clients 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.

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.

FAQ

1. 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

 

2. 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.