My husband and I weren't high net worth so no financial professionals were knocking down our door to teach us how to save and prepare properly for our future. We were referred by a friend to an agent who helped us gain incredible financial knowledge and set up our initial plan. I will forever be grateful to Rio Lowry for introducing us to this amazing industry.
Step 1: Provide the name and number of a friend or family member.
Step 2: They complete a financial review and invest a minimum of $100/mth towards their personal plan. They do not need to purchase insurance, investments, mortgage, or any other product referred by me as a condition for the bonus.
Step 3: I will send you a $50 gift card. I'll also discuss the option of licensing so you may earn half of the commissions in future.
*Note: A qualified referral is a person or family who is earnestly seeking financial education and is ready to move forward with a financial plan. Although I work with all income levels, the qualified referral household income must be above $50k. This bonus currently applies to referrals located in Alberta and Newfoundland.
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Will you invite your family and friends to sit down with me before it's too late? It will cost you nothing but may save them everything.
Receive $50 per qualified referral*
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