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Referral Program

Sumner Wealth Management (SWM) would like to say “thank you” for the many referrals we have received over this last year. Your generosity has been instrumental in our amazing growth. After speaking with several of our clients, we have decided to establish a Referral Incentive Program and give back to you. Over the next six months we will be giving out 2 gift cards each month worth $50.00 each.

Qualifying is easy. If you know of an individual that describes a financial challenge or who is seeking advice related to our firm, mention us.  Explain to them your expericnce with us and how we add value along with superior service. With their permission and yours, tell them we will contact them by telephone and discuss their current financial situation. We will asses their needs and concerns to evaluate if a meeting is beneficial.

Our promise to you for the referral is we will respect you and the individual you referrer.  Regardless if they choose to do business with us, there is no obligation to anyone!

Referral Program Rules:

  • 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.

This must be correct in order to have your points assigned.