A qualified introduction is someone that we have not yet met and may be going through one of the following situations:
- Is retired or close to retirement
- Is undergoing a major financial change or life event
- Is concerned about running out of money before they die
- Is unsure if their money is working for them
- Has questions or concerns about their financial future
The best way is to give us their contact information so we can give them a call. Don’t worry – we would never embarrass you. Just give us a call with their information or fill out the form on this page!
Once you are invited to be an Ambassador, you will be added to our list for the Exclusive End of the Year Ambassador Bash; an event like no other! You’ll also be invited to each of the Money Wisdom & Wine events we hold throughout the year. AND we will make a $50 donation to a charity in your name.