What is the VIP Membership Program?
The VIP Membership Program is a way for our clients to earn rewards for referring their friends and family to JD Mellberg Financial. 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 J.D. Mellberg
Financial to earn points.
When you refer an individual or couple, age 50 or over, and they attend one of our seminars, you receive 25 points.
When you refer an individual or couple, age 50 or over, and they attend a free consultation, you receive 50 points.
When you refer an individual or couple, age 50 or over, and they become a client, you receive 100 points.
For you to receive points, your referrals must be new to J.D. Mellberg Financial (have never come in before and have not been referred by another client).
Each point is worth $1.
You can request a gift card by calling the office. You can redeem your points in increments of $25 anytime for
whatever amount of points you wish.
Alternately, you can accumulate your points for payout at the end of each year.
Gift cards must be picked up in the office.
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