Senior Benefits and Planning, LLC

You may earn up to $75.00 in gift certificates for each person you kindly refer our services to.

There is no limit to how many referrals you may make.

Just have your friend mention your name when they call to schedule an appointment.

(260) 493-3930

If you have appreciated the quality services we provide, we encourage you to let your friends and relatives know. The best “thank you” we receive is your recommendation of our services to others in the community.

Many clients children are even finding they can benefit from a discussion with one of our estate planners as they plan for their retirement years.

REFERRAL REWARDS DETAILS:

1 (one) $25.00 Greater Fort Wayne Area Chamber of Commerce gift certificate is issued for each referral (married couples count as one) who has a “no obligation” consultation in our office. Certificate will be sent after their appointment is held.

1 (one) $50.00 Greater Fort Wayne Area Chamber of Commerce gift certificate if that referral chooses to work with us to address any of their estate planning needs.

These certificate can be used at hundreds of retailers in northeastern Indiana including grocery stores, gas stations, and pharmacies. A list of all participating retailers will be provided with your certificates.


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