Join the Peak Retirement Planning Inc. Ambassador Program
A simple way to share our services with a friend or family member!
We value your relationship with us. We would also love to serve the valued people in your life and give them the same trust, guidance and ongoing relationship we provide you. Meaningful, Helpful Connections
............
Frequently Asked Questions
How does the Ambassador Program work?
It's simple. All you have to do is tell someone about us, someone who can potentially benefit from the services we provide. Once they become a client, you’re in!
As an ambassador, you’ll then have the opportunity to receive:
Personalized gifts, private dinner invitations, tailored experiences and donations to your favorite charities as you continue to introduce people to us.
Who should I introduce?
We want to meet and help people just like you. This includes individuals or families who are:
In retirement or nearing retirement
Undergoing a major financial change or life event
Your children or other family members
What is the best way to introduce someone?
There are a few ways to introduce someone to Peak Retirement Planning:
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom-suit their needs and objectives. Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice.