PMM Capital Group—Protect. Plan. Prosper.—invites you to join our Referral Partner Program and help your clients protect their future while getting rewarded for referrals that make a difference. We offer $150 per 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).
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.
The process is simple: share this opportunity with someone who meets the criteria, we will reach out to confirm those criteria and schedule a 15-minute financial checkup, and you will earn $150 for every qualified referral that completes their appointment. We appreciate your trust and partnership as, together, we help more families protect, plan, and prosper. Please note that payment is issued after the qualified referral completes their scheduled appointment.
