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REFER-A-FRIEND REWARD YOURSELF

There are people around you who would benefit from using The Retirement Buckets® Income Plan, but only if they knew about it.

Receive a 10% permanent reduction off of your advisory service plan every time they sign up with a paid plan. They will also get 10%.

Unlimited referral discount program that rewards everyone

When you refer us to your neighbors, friends, family members, or colleagues and they sign up for any paid plan, you will automatically receive a permanent reduction of 10% to your advisory service plan. They will also receive a 10% reduction to their plan, making retirement more affordable for everyone.

Use the examples below to see how just five referrals can significantly reduce your advisory service plan fee. There is no limit on the number of referral discounts you can receive.

Premium Plan

Referral # Current Billing ($) Discount (%) Total Discount ($) New Billing ($)
1 $29.99 10% $3.00 $26.99
2 $26.99 10% $5.70 $24.29
3 $24.29 10% $8.13 $21.86
4 $21.86 10% $10.31 $19.68
5 $19.68 10% $12.28 $17.71

Standard Plan

Referral # Current Billing ($) Discount (%) Total Discount ($) New Billing ($)
1 $23.99 10% $2.40 $21.59
2 $21.59 10% $4.56 $19.43
3 $19.43 10% $6.50 $17.49
4 $17.49 10% $8.25 $15.74
5 $15.74 10% $9.82 $14.17

Premium Plan

Referral # Current Billing ($) Discount (%) Total Discount ($) New Billing ($)
1 $299.90 10% $29.99 $269.91
2 $269.91 10% $56.98 $242.92
3 $242.92 10% $81.27 $218.63
4 $218.63 10% $103.14 $196.76
5 $196.76 10% $122.81 $177.09

Standard Plan

Referral # Current Billing ($) Discount (%) Total Discount ($) New Billing ($)
1 $239.90 10% $23.99 $215.91
2 $215.91 10% $45.58 $194.32
3 $194.32 10% $65.01 $174.89
4 $174.89 10% $82.50 $157.40
5 $157.40 10% $98.24 $141.66

Any plan. No credit card required.

We've removed all the barriers

so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.

Thank you for sharing!

Be sure to check our Refer-a-Friend program for potential permanent reduction to your advisory service plan fee.

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