Well now you can!
Connect your loved ones with a knowledgeable financial professional who can help them navigate the ups and downs of life.
For example, think about the people you know who are:
- facing the loss of a loved one
- undergoing a medical crisis
- thinking about retiring early
- concerned about running out of money
- unsure about paying for long-term care
- interested in tax-efficient income planning or preserving assets
Then, let your friend or family member know we would like for them to have the opportunity to talk with us. There’s never any pressure — just a listening ear and thoughtful guidance on their financial situation.
It's Easy
Invite a friend, family member of neighbor to join you for a seminar or event. See our upcoming events at HERE.
Email your friend or family member's name to info@thelegacyretirementgroup.com or fill out the form below. NOTE: We will not contact your referral directly but will wait for them to contact us first.
Unlike some awkward, salesy referral programs, we think of referrals as a way to make a difference in someone’s life. That's why we encourage you to introduce your family and friends to our firm to help them pursue their financial goals.
Thank YOU!
We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
You can make a "virtual introduction" by filling out the form below. Again, we will not contact your referral directly. We will wait for them to contact us.
We do not offer every plan available in your area. Currently we represent 18 organizations which offer 54 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
We are not affiliated with Medicare or any other government agency.
Medicare services provided through The Legacy Retirement Group. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.