Global Ambassador Program. Our Way to Thank You.

Reap the rewards of our Global Ambassador membership program by introducing us to family and friends who could use our help.

The Program: What is the Purpose of Global Ambassador?

We at Global Wealth Management created Global Ambassador to show how much we appreciate you for entrusting us to assist your friends, family, colleagues and neighbors. We are humbled and honored to serve those who are part of your inner circle, and this program affords us an opportunity to say “Thanks” while also giving back to our community.

The Process

How Can You Join the Ranks?

It’s easy. To become a Global Ambassador, simply refer one or more households to our firm within one calendar year. To maintain your Global Ambassador status, you must refer at least one household annually. Refer 10 households that become clients and you maintain your Global Ambassador status for life and become a Global Hall of Fame member.

The Partnerships

Who Else Benefits From Your Participation?

When you refer friends and family to Global Wealth Management, others benefit too. For every household you refer, we will make a donation to one of our local charities.

The Perks

What Rewards Will You Reap from Being an Ambassador?

Your personal benefits vary based on your number of qualified referrals. Membership benefits include:

Admission to annual formal ambassador gala

Special recognition

Discounts on legal and tax services

Monthly gift box giveaways

And more!

Appreciation events are group activities and functions, while events are specifically planned for our Global Ambassadors. No event, function or any such gathering can be exchanged for monetary value of any kind. The purpose of this program is to give back to our clients. The Global Ambassador calendar year will run annually.


Who Can We Help?

Do you have a relative or friend who could benefit from working with us? Please fill out the referral form below so we can reach out to them, and you can reach Global Ambassador status!

Become An Ambassador Today

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Want to Introduce Us in Person?

Schedule an in-person or virtual meeting today or register your friend, family member or colleague for a workshop.

Or give us a call at 866-405-1031