Introducing Our Financial Advisor Referral Program

As a respected financial advisor, you’re no stranger to recommending only the best for your
clients. With ePlan Services, that streak will only continue because we are offering you an
opportunity to build your authoritative reputation as well as help your clients to save big bucks!
How? With our financial advisor referral program. When you recommend our services to your
many clients, we’ll ensure they get $1000 off their plan set up.

Key Takeaways

• ePlan Services presents a new financial advisor referral program.

• Only referrals from financial advisors will allow business owners to receive $1000 off
  their initial setup fee.

• Financial advisors have a chance to help their clients save money while solidifying their
  reputations of excellence.

How does the referral Program work?

Now through May 31st, 2025, you can secure an exclusive $1000 discount on ePlan
Services retirement plan set up fees for your clients. This opportunity can only be offered to
your clients by you, their knowledgeable financial advisor. Getting started is a breeze. Simply
provide the following information:

• Your client’s name
• How many employees they have
• Whether it’s a startup plan or a conversion
• Your compensation as an advisor

Once we’ve collected this information, your client can enjoy $1000 off their retirement plan setup fees as our way of thanking them for their business. And, your clients will thank you for helping them save big bucks.

How can this referral program help advisors?

As a seasoned financial advisor, this referral program could create a nice business growth
opportunity for you. Just imagine the clients you recommend to ePlan Services returning the
favor by recommending your financial services to their personal networks. This is one
opportunity that you should be sure to seize.

Conclusion

A financial advisor such as yourself should pride themselves on offering only the best tools, resources, and recommendations to their clients. Let ePlan Services help you keep your reputation intact by providing your clients with outstanding savings which may in turn help to increase your book of business in the process. For more useful tools and resources from ePlan Services contact our sales team today.

** Referrals must be received by 05/31/25 with plans activated by 6/30/25.