May Winners = SWM Incentive Referral Program



                                           Referral Program



Dear Visitor,

The Referral Program for the Month of May was outstanding.  I was so excited about the participation that I have decided to add an extra bonus feature to the program. During the program, who ever has the most cumulative points (6 months running total) at the end of the program will win a $50 gift card.  Now you have two ways to win, monthly and over all points.


Congratulations to the May Winners:

Ann V

Richard O


Look for your gift cards in the mail.



SWM Referral Program

Sumner Wealth Management (SWM) is establishing a Referral Incentive Program for each month over the next six months starting May 1st. It's likely you know other individuals who could benefit from the exceptional service and advice we provide. With your permission and the individual your referring, we will contact him or her to discuss their current financial situation.


Referral Program Details

Program Rules:

  • Individuals submitting the referral must register on our website and submit the individuals name you are referring along with their telephone number and email address.
  • In order for the Referral to qualify you must communicate with the individual who you are referring, that they will be contacted by us.
  • Point System for all parties
  • 1 point for each referral  
  • 3 points if the referral becomes a client for both the referrer and the referee.                                       
  • 1 point for the referee for any referrals
  • (2) Two winners per month for $50 Gift Card.
  • The referral can be for Insurance or Investment related products.
  • Referral Program will begin May 1, 2014 and run through the 30th of May.  A new program will begin in June.
  • Individual max winnings is $100
  • The individual with the most points at the end of the program will be deemed the winner and will be notified via email or phone the day after the contest ends.  In the event of a tie, the prize will be split evenly between the individuals.


Please contact us with any questions at (704) 660-5510 Ext. 401 or email us at



Services Offered:

  • Business & Personal Financial Planning
  • Business Continuation Strategies
  • Retirement Plan Consulting & Design (401k)
  • Investment Programs
  • Tax & Estate Planning Strategies
  • Life, Health, Disability, and Long-Term Care Insurance
  • Medicare Supplement Plans


Contact Information

(704) 660.5510 x401




Securities offered through Securities Service Network, Inc. Member:  FINRA/SPIC

If a recommendation is included in th above email, please contact me for additional investment information supporting the recommendation.

Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor  

Sumner Wealth Management,Inc. | 517 Alcove Road | Suite 202 | Mooresville | NC | 28117

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