In order to show our appreciation, we have created a rewards program for our clients.  The VIP Membership Program is a way for our clients to earn rewards for referring their friends and family to Safe Harbor Retirement Group.  We know you like to refer people to us in the first place, but this is just our way of saying thank you to our loyal clients.

Guidelines:

You must be a Client of Safe Harbor Retirement Group.

To receive 25 points an individual or couple, age 50 or over, must attend one of our Free Workshops.

To receive 50 points and individual or couple, age 50 or over, must come in for a Free Consultation appointment.

To receive 100 points an individual or couple, age 50 or over, must become a qualified client.

A Qualified client must invest at least $25,000 through Safe Harbor Retirement Group. To receive points for Workshop Attendees or Appointments, the individual or couple must be new to Safe Harbor Retirement Group (never come in before and haven’t been referred by another client).

Each point is worth $1.

There are three ways to redeem points:
- Gift Cards in $25 increments
- Accumulate points for payout at the end of December
-In approved merchandise

Gift cards must be picked up in the office. You will be required to sign for them.

Additional Benefits

VIP Services:
Rewards Program
Scheduling Priority

Email Benefits:
Coupons & Discounts
Financial Tips

---

Safe Harbor Retirement Group Advisors do not purport to provide advisory services, solicit, meet with or otherwise communicate with clients in any State where they are not registered or covered by an exemption from registration. 

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific.  The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.