Client Partner Program

Being a client of Senior Financial Resources is something special to us; your trust, loyalty, and confidence means a great deal. We regard you as a member of our extended Client Family, and we work very hard to make sure we’re providing you with the service, education, and counsel you deserve.

Grandparents and grandkidsPerhaps our proudest accolade—more so even than some of the awards we’ve won—is the number of long-time clients who have gone the extra mile in promoting Senior Financial Resources. They have continually referred us to friends, neighbors and loved ones, and have become partners in our growth and ongoing success. They continue to bring guests to our seminars, and speak of their experience at every opportunity where finances and retirement are the topic of conversation. They appreciate our retirement insurance services and we appreciate their trust in us. We call these people our Client Partners.

Our Client Partner Program rewards such support. By sharing their experience at Senior Financial with those they know and care about, these Client Partners help grow our business effortlessly each year, and allow us to spend more time helping people and less time marketing to new clients.

As a thank you for going above and beyond on our behalf, we provide our Client Partners with numerous additional “thank you” events and referral opportunities throughout the year. It is our way of showing our appreciation and gratitude through a night of great food, great friends, and entertainment.

Your championing of Senior Financial Resources among your friends and family is the highest compliment you can pay us. If you are interested in joining the Client Partner Program and would like more details on its parameters, please feel free to contact us to learn more.