We regard our clients as both members of our extended family and strategic partners in our mission to help educate others on the life-changing benefits of having a Bank on Yourself plan.
If you are one of our clients, we consider you such a trusted colleague in the effort to get the word out about Bank on Yourself.
We found out long ago that our very best source of new clients are the introductions we receive from people like you; people who appreciate what we do for our clients and feel good about telling their family, friends, and business associates.
We are not looking for people who are in the market to buy something right now. Rather, we would like to meet people you know who are simply looking to educate themselves on alternatives to traditional financial planning or who don’t realize there are viable alternatives to banks and Wall Street.
Should you decide that you would like to partner with us and introduce us to someone who appreciates knowing about alternative financial strategies, then we will make the process easy and efficient for you.
You probably know others who can benefit from the same things we have done for you over the past few years. You have our pledge that, should the person to whom you referred us choose to work with us, we will provide them with the same excellent service and care we have provided to you and your loved ones.
Should you decide you would like to refer us, please call our office at 1-800-382-0830 or email firstname.lastname@example.org and we will send you a letter you can send on our behalf with your signature to help make things easier for you.
Thanks again for your kind assistance,
Teresa Kuhn and the Living Wealthy Team