Richard's Referral Rewards

At Berry Financial Group, Inc., it is our goal to provide the highest quality of customer service to our clients.  We want to make sure you feel appreciated and are treated as a member of our family rather than simply a name on a policy. Richard's Referral Rewards allows us to reward clients for taking the time to find referrals and invite them to hear about building and preserving their retirement assets.

In appreciation for your trust and confidence, we provide 3 rewards to our clients:

  • 1. Fine Dining - All clients are invited to attend our seminars at fine dining establishments. We simply ask that you bring someone who is at or nearing retirement age and has never heard Richard's presentation.

  • 2. Client Events - Each year, clients who send referrals during the specified qualification period are invited to Jan and Richard’s home for an intimate meeting with Jan, Richard, and the entire BFG Team. These “by invitation only” events include a Summer BBQ and Christmas Drop-In. This is a wonderful opportunity to socialize with other clients and the team members that make up our Berry Financial Group family. Seating is limited so that everyone can enjoy Southern Hospitality at its finest and a catered meal featuring mouthwatering lowcountry cuisine and homemade desserts.

  • 3. Client Appreciation Event Prizes - All clients are invited to attend our Annual Client Appreciation. This is a special occasion we set aside specifically to thank our clients in person for their business. During the festivities, we always have drawings for a variety of wonderful prizes including gift cards, restaurant certificates, rounds of golf, spa treatments, and more. Clients receive 3 extra prize tickets for each referral sent that year.

For more information on our current referral offerings, please see your newsletter or contact our home office at 1-888-774-6181. Some prizes may be considered taxable income. Acceptance of prize constitutes permission to use winner's name in our client newsletter, website promotions, and for other promotional purposes, unless prohibited by law.