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.
1 Client Referral
• An automatic reservation for “Your Money Matters” client appreciation events
• A gift card of your choice
3 Client Referral
One of the following gift baskets:
• Wine and Cheese
• Fudge Brownies
• Cheryl’s Cookies
• Marie’s Candies
5+ Client Referral
• 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!
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!)
Invite them to an informative event or bring them as a guest.
Request an introduction kit to share. This will include information about our business, our services and our team.
Invite them to dinner with you, your spouse and your advisor.
Contact us today!
125 Damascus Road, Marysville, Ohio 43040 | Phone: 614.423.4600