Introducing the new

Sweet Ambassador Program


Over the years we have been very fortunate that our business has grown because our clients have sent others our way based on their personal experience working with us. We truly enjoy working with clients like you, and helping your friends and family discover and reach their retirement dreams.

Now we want to formally be able to say thank you with our Sweet Ambassador Program. The is meant to be an easy way for clients to introduce us to family and friends, in a friendly fashion.


• Invitations to Annual Exclusive Referral Events and Social Outings •

• Priority Invites and seating for Client Appreciation & Educational Events •

• If you can’t attend one of our events, we give the option of a fun gift from our Gift Catalog •


The referral program will be a yearly program that requires a minimum of one qualified referral (see below)

In order to gain your ambassador status:

1. You must RSVP and bring a referral to an upcoming event as your guest. Once that person schedules a visit you are qualified.


2. You may start an introduction by simply calling our office or filling out our On-Line Referral. Once that person schedules a visit you are qualified.

Qualified Referral

A qualified referral is someone that you personally feel can benefit from having a no-obligation conversation with one of our team members. Our specialties include but are not limited to business owners, people 5-7 years from retirement and women in transition (spouse has passed, divorce, etc.)