REFERRAL PARTNER PROGRAM
Protect. Plan. Prosper. Together.
PMM Capital Group—Protect. Plan. Prosper.—invites you to join our Referral Partner Program and empower your clients protect their future while getting rewarded for referrals that make a difference.
$150 Per Qualified Referral
QUALIFICATION CRITERIA
What Is a Qualified Referral?
A qualified referral meets financial capacity requirements (household income of $250,000+ per year OR $50,000+ in liquid savings/actively contributing to retirement, and full-time or self-employed status) and possesses at least one need-based trigger (such as owning a home, having dependents, holding retirement accounts, changing jobs, business/1099 income, or concerns regarding taxes, retirement, or market volatility).
REQUIRED INFORMATION & ENGAGEMENT
What’s Needed From the Referral
Additionally, the referral must provide full name, phone number, and email, consent to be contacted, and agree to a 15-minute financial checkup. Furthermore, they must demonstrate intent or engagement by meeting at least one of these criteria: being open to reviewing current coverage or retirement plans, not having reviewed finances in the last 12 months, or being interested in tax-free retirement, income protection, or wealth-building strategies.
HOW IT WORKS
It’s a Simple Process.
01
SHARE
Share this opportunity with someone who meets the criteria.
02
WE CONFIRM & SCHEDULE
We reach out to confirm those criteria and schedule a 15-minute financial checkup.
03
YOU EARN $150
You earn $150 for every qualified referral that completes their appointment.
Please note: payment is issued after the qualified referral completes their scheduled appointment.
GET STARTED
Register as a Referral Partner
Fill out the form below to join the program.
Let’s Empower More Families Protect, Plan, and Prosper.
We appreciate your trust and partnership as, together, we empower more families protect, plan, and prosper.