Join the WealthCare Legacy Club
This ambassador program is our way of expressing appreciation to clients who introduce us to friends, family members, or colleagues who may benefit from a conversation about financial planning. The greatest compliment we can receive is the introduction to the people who matter most to you.
By referring someone, you could potentially become a member of our Legacy Club and receive exclusive invitations to our exciting annual events. Simply fill out the form to get your referral cards!
How Does It Work?
Four steps from introduction to invitation.
Once a referral results in a first appointment and your name comes up, you’re on your way to Legacy Club status and exclusive events like our annual holiday party.
01
Fill out the form
Request your referral cards and we’ll mail a set straight to you.
02
Make the introduction
Hand over a card, share our site, or bring them to an event. However feels natural.
03
They mention your name
At their first appointment, your referee lets us know who sent them.
04
You're recognized
You officially become a WealthCare Legacy Club member, no forms to sign.
An invitation every year just for Legacy Club members.
Each year we host a members-only event to thank the clients who helped grow our community. It’s our way of saying that trust, passed from one person to the next, is worth celebrating.
Keep at least one referral reaching a first appointment each year, and your invitation keeps coming.
One Referral per year keeps your status active.
One Referral
per year
keeps your status active.
WHO TO REFER
Anyone Standing at a Financial Crossroads
- Preparing for Retirement
- Already Retired
- Recently Changed Jobs
- Received an Inheritance
- Life Transition
- Received an Inheritance
- Starting a Business
- Neighbor, Co-Worker, Friend
GET STARTED
Request your referral cards
Tell us a little about yourself in this form, and we’ll mail your cards. From there, the introduction is up to you. We look forward to hearing from you!
Prefer to talk it through first?
Call 561-705-2005.
