Refer a Friend or Associate. For every referral that becomes a client we will send YOU a check for $250.

Easily Earn $4,200 or more…

When your referral engages us, we will immediately send your referral fee. There is no limit on the number of referrals you can submit.

• 1st through 4th Referrals = $250 each
• 5th Referral onward = $300 each
• Every 6th Referral = $500 Bonus check

If you send 6 new clients you will be rewarded with a total of $2,100. Refer one new client a month and you will then earn $4,200 in the next 12 months…

When you submit the form, your Friend or Associate will be receiving an email from us encouraging them to take a look at our website and our Self-Directed IRA plans.

It may also help things along if you were to give your contact a call and tell them to expect the email. Good luck and we look forward to hearing from you!