Ambassador Program
Your Trust is the Ultimate Compliment
Our Exclusive Program
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Nothing makes us happier than having a real, positive impact on your financial and everyday life. We’d like to do the same for your family and friends.
Our exclusive Ambassador Program gives you the opportunity to provide your loved ones with the same financial confidence we’ve helped you create! When a referral joins our firm, they’ll gain access to the same great benefits you enjoy.
Ambassador Perks Depending on how many households you refer, you could be eligible for multiple benefits, including:
- Admission to exclusive client events
- Special recognition
- A birthday surprise delivery
- And more!
Who Do I Refer? It’s simple! People who:
- Are retired or soon to be retired
- Mentioned they may need a second opinion
- Recently experienced a loss (job, loved one, investments)
- Are unhappy with low interest rates or high taxes
How Do I Refer Someone?
- Invite them to an in-person event, such as a workshop or client event!
- Send us their contact information!
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.