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Welcome to the Ambassador Program

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 choice

  • Platinum Members

    3 Client Referral

    Benefits:

    One of the following gift baskets:
    • Wine and Cheese
    • Fudge Brownies
    • Cheryl’s Cookies
    • Marie’s Candies

  • Diamond 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