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 Diversified Planning Strategies. 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

1. You must be a Client of Diversified Planning Strategies

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

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

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

5. A Qualified client must invest at least $100,000 through Diversified Planning Strategies..
To receive points for Seminar Attendees or Appointments, the individual or couple must be new to Diversified Planning Strategies (never come in before & haven’t been referred by another client).

6. Each point is worth $1.

7. You can request a gift card by calling into the office and redeeming your points in increments of $25 anytime for whatever amount of points you wish to redeem, or accumulate your points for payout at the end of December each year.

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