Let Us Honor Your Trust
We’re honored anytime you share Retirement Solutions with the people you care about. Our program is our way of showing gratitude and appreciation towards our clients.
How the Program Works
A qualified referral meets at least one of three criteria:
Already retired
Retiring within the next 5-10 years
Dedicated savers
We also prefer working with nice people — like you!
Please provide at least a phone number or email address to contact your referral.
Ambassadors
Ambassadors are clients who have introduced us to family members by sharing their contact information with us. This recognition is ongoing- once an Ambassador, you'll always be an Ambassador and you will be recognized at our client events!
Share the Love Club
Our Share the Love Club is a way we recognize clients who go out of their way to connect us with the people they care about. It’s our way of saying thank you for your trust and for allowing us to serve those who matter most to you.
Each year, we want to acknowledge those who make multiple introductions that come in for a meeting with an advisor. We want to help more families experience the same clarity, confidence, and care you've come to expect. Membership in the Share the Love Club is earned annually through introductions. Every year is a new opportunity to qualify, and we’re honored by the trust you place in us.
Thank You
As an Ambassador, your impact on our business will continue long after you make an introduction. Thank you for being a valued member of our client family and for your willingness to share your experience with others. We are honored to have your support and look forward to continuing to serve you.
Ready to Make an Introduction?
We’re honored you’re interested in connecting us with someone you care about. To learn more about making a referral, call 801.465.6990, visit our Refer a Friend page or fill out the Refer a Friend! form.