Referral Program
Good advice is worth sharing.
Why A Clear Retirement Plan Matters
Retirement planning can make a meaningful difference in someone’s life. Having a clear plan helps people understand their options, make confident decisions, and move forward without uncertainty about income, taxes, or timing.
If you have friends or family who could benefit from that kind of clarity, you can direct them to our website to learn more or get started online.
SHARE OUR RETIREMENT PLANNING PAGE
HOW IT WORKS
1
Share Parallel Wealth
If you have experienced the value of our planning services, feel free to share Parallel Wealth with friends or family who may benefit from the same clarity.
2
They Purchase A Plan
When your referral purchases a plan online, they must add your name during checkout so we can properly track the referral back to you.
3
You Receive Your Gift
Once the referral process is complete, we’ll take care of tracking everything and send your thank you gift as a small token of our appreciation.
REWARDS
First Referral
A Token of Our Appreciation
As a thank you for your first completed referral, you’ll receive 2 custom branded Yeti travel cups. A simple way for us to say thanks for the trust you’ve shared.
Second Referral
A Gift to Support Your Retirement Vision
With your second completed referral, you will receive a curated gift box designed for planning ahead. This includes a custom branded Yeti water tumbler, coffee, mugs, a notepad, and a pen. A practical and personal thank you as you continue helping others take the next step.
Third Referral
Supporting Your Own Planning
After your third completed referral, you will receive a discount on a plan update. This is our way of supporting your own retirement planning as you continue introducing others to clarity and confidence.
Fourth Referral
A Premium Thank You
With your fourth completed referral, you will receive a custom appreciation gift. A meaningful thank you for your continued trust and support.
