Unity VIP
Unity Financial Advisors Thanks You for Your Consideration in our VIP Program
WHAT IS THE UNITY VIP PROGRAM?
We at Unity Financial Advisors developed this program to say thank you for your continued support and loyalty to our firm. Our passion for educating your friends, family, neighbors, and colleagues about how we can help them achieve peace of mind in retirement is what allows us to serve our community in a way that we very much enjoy and are honored to be able to do so. Once a year, we’ll be rewarding our VIP members with a fun and unique event held specifically for you! We appreciate you for being an advocate of ours.
WHAT DO I HAVE TO DO TO BECOME A VIP MEMBER?
There are a few ways to become a Unity VIP member. One of the ways is to introduce us to someone you know that is preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation. The other ways to become a member include an occasional raffle via email or social media and random selection by UFA.
WHEN DO I OFFICIALLY BECOME A VIP MEMBER?
Once you are officially a Unity VIP member, you remain a VIP member for the next 12 months. If you introduce a friend, family member, neighbor, or colleague, there is no obligation for them to become a client and we’d love to provide them with information that could help them achieve peace of mind in retirement.