We don’t take friend-and-family referrals lightly.
That’s why we’ve created The Pension Group Ambassador Club: A thank-you to clients who trust us to work with their loved ones. Because the greatest compliment you can give us is the referral of your family, friends, co-workers and neighbors.
Ready to become an Ambassador?
Submit your referral
Know someone we could help? Make an introduction by sharing their contact information below.
Gold Members
1 Client Referral
Benefits:
• An automatic reservation for “Your Money Matters” client appreciation events
• A gift card of your choicePlatinum Members
3 Client Referral
Benefits:
One of the following gift baskets:
• Wine and Cheese
• Fudge Brownies
• Cheryl’s Cookies
• Marie’s CandiesDiamond Members
5+ Client Referral
Benefits:
• Recurring invitation to our Baseball event, including your family and friends
How to Make Your Referral
Introducing your friend or family to The Pension Group is easy!
Here’s how:
Step 1:
Send us your referral’s name and phone number. You can use the easy form above.
(P.S. Don’t forget to share your great experiences with us, too!)
Step 2:
Invite them to an informative event or bring them as a guest.
Step 3:
Request an introduction kit to share. This will include information about our business, our services and our team.
Step 4:
Invite them to dinner with you, your spouse and your advisor.
Questions?
Contact us today!
125 Damascus Road, Marysville, Ohio 43040 | Phone: 614.423.4600