Legacy Builder Program

Share our services with someone you care about and earn rewards through our exclusive referral program.

Complete the form and we’ll reach out directly to schedule a time with your referee.

REFERRER INFORMATION

REFEREE INFORMATION

By submitting your referral, you confirm that you have obtained the consent of your referee to share their contact information with Transformation Wealth Group. You also acknowledge that the referee is aware of this referral and has given you permission to provide their details for the purpose of being contacted by our team.

JOIN THE

LEGACY BUILDER

• CIRCLE •

WHAT is the legacy

builder circle?

It's our way of thanking you for spreading the word. When you introduce your family, friends, co-workers, or neighbors to us, we want to celebrate your support and loyalty.

WHEN do i become

a member?

As soon as your referral attends their first appointment, you’re officially in! Make sure they mention your name when they book so we can count it.

WHO do i refer?

Anyone going through life changes or planning for the future: Preparing for Retirement, Wanting to Build Generational Wealth, Recently Experienced a Job Change, Divorce, or Loss of a loved one.

HOW CAN I SHARE?

There are 2 easy ways to share:
Visit www.referwithtwg.com and send an invite OR Call us at 610-227-1728 and we’ll send the link directly to them.

HOW AM I REWARDED?

You’ll receive:
A thank-you card and special gift for every completed referral meeting AND top referrers will be entered to win an all-expense-paid CRUISE!