Share peace of mind
Our Ambassador Program is a simple way to connect us with your family, friends, and co-workers who are living in, or nearing retirement.
Want to help those you care about pursue their goals?
Well, now you can.
Our Ambassador Program is a simple way to connect us with your family, friends, and co-workers who are living in, or nearing retirement. Connect your family, friends, or co-workers with our knowledgeable wealth advisors who can help them create a confident and worry-free plan to simplify and protect their retirement. We think of referrals as a way to make a difference in someone's life. That's why we encourage you to introduce them to GWM to help those you care about pursue their financial goals.
Who Can We Help?
Any family, friend, or co-worker could benefit from working with us.
Think of the people you know who are:
- Facing the loss of a loved one
- Undergoing a medical crisis
- Within one to two years of retirement
- Concerned about running out of money
- Unsure about paying for/navigating long-term care
- Interested in tax-efficient income planning
- Wants to preserve their assets and avoid probate
- Does not have a retirement plan in place
- Unhappy with their financial advisor or does not have a dedicated advisor
It's Easy
MAKE AN INTRODUCTION
When you refer someone to GWM, we'll discuss the best way for us to connect further - at an event, over the phone or during an in-person visit.
- Provide us with the name & contact info to reach out to your family, friends, or co-workers.
- Have your family, friend, or coworker contact Ashley Hayes at GWM and make sure they mention Ashley when calling.
- Attend a GWM workshop or event to introduce your family, friend, or coworker. If you are unable to attend with your guest, contact Ashley Hayes to register for an event. Ashley can provide you with all the upcoming events.
Ashley Hayes
954-533-7144 | ashley@askglobalwealth.com
Get Rewarded
Now you can reap the benefits of helping those that you care about. For every qualified* introduction, you will earn one free night away towards a Vacation in Paradise. Plus, continue referring and earn up to three nights away annually*.
1 Introduction = 1 Night
We have partnered with The Boca Raton, an unrivaled icon in South Florida, where you can relax in style surrounded by storied history and grand architecture.
The Details
*A qualified referral equals one introduction who has saved at least $250k in investable assets that completes a ZOOM or in-person appointment with one of our wealth advisors.
Some blackout dates apply to stays at The Boca Raton.
*Total annual reward not to exceed either three nights stayed annually or $2,000 spent annually toward your stay per dual client household ($1,000 for solo client households).
Please contact Global Wealth Management for more details.
It's Time to Introduce!
Please share our contact information with your referral and let them know we will be reaching out. Use the form below to get started.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.