THE AMBASSADOR PROGRAM

THEIR BEST IS YET TO COME

An introduction to your friends and family is one of the greatest compliments we can receive. The Ambassador Program is designed to reward our Ambassadors with a fun and unique event held specifically for you! We appreciate you for being an advocate of ours and thank you dearly for introducing us to people you believe we can help serve now and in the future.

WHAT DO I HAVE TO DO TO BECOME AN AMBASSADOR?

If you know of someone who’s preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation, complete the following steps:

  1. Invite them to come with you to one of our seminars or they can join a webinar on a variety of topics. Visit our website for a list of upcoming events!
  2. Make a virtual introduction by sharing our website. They can request an appointment right from there.
  3. Share our contact information with them. They can call or email us anytime!

We’re very excited to launch this program and hope we can officially

call you a WealthCare Investments & Insurance Ambassador soon.

WEALTHCARE INVESTMENTS &

INSURANCE AMBASSADORS

What

IS THE WEALTHCARE INVESTMENTS & INSURANCE AMBASSADOR CLUB?

The Wealthcare Investments & Insurance Ambassador Club is our way of thanking you for introducing us to your friends. We appreciate and recognize you for your advocacy with unique experiences and family-friendly fun. The greatest compliment you can give us is the referral of your family, friends, co-workers, and neighbors.

When

DO I BECOME AN AMBASSADOR?

When the person or couple you refer to us attend their complimentary initial appointment, you become an

Ambassador for the Wealthcare Investments & Insurance team. Be sure they tell us they were referred by you at their

appointment! For every year that you make at least one reference that results in an introductory meeting, we continue to include you in The Ambassador Program outings.

Who

DO I INTRODUCE?

We welcome the opportunity to work with your family, friends, co-workers, or neighbors that are seeking help to define and build their wealth. New clients come to us in many seasons of life. They may be preparing for retirement or are already retired. Others might have recently experienced a life event like a change in employment, martial status, or the loss of a life partner or family member.

How

CAN I SHARE ABOUT WEALTHCARE INVESTMENTS & INSURANCE?

There are three primary ways to share what you have found at Wealthcare Investments & Insurance with others:


  • Have them register to come to one of our financial seminars or invite them to come with you to one of our client appreciation events throughout the year.
  • Make a virtual introduction by sharing our website. They can request an appointment right from there.
  • Share one of the enclosed cards with them.

How

AM I RECOGNIZED?

Each year we host a very special event to give thanks to our clients that have had at least one referral attend an initial

meeting with Wealthcare Investments & Insurance. We will send you a card each time someone you referred to us has attended their initial meeting. Be sure they mention your name!