Introducing The Gold Star Client PRogram
Your referrals are the greatest compliment we can receive. Now we have a special way to say thank you.
At Retallick Financial Group, Inc., many of our best relationships begin with an introduction from a valued client. That’s why we’re excited to introduce our Gold Star Client Program — a way to recognize and celebrate clients who share the Retallick experience with the people they care about.
When you refer a friend, family member, or colleague who you believe could benefit from our services, they’ll receive a personal invitation to attend one of our complimentary informational dinner seminars or meet-and-greet events.
Refer Someone Today:
As a thank you for your trust and support, Gold Star clients will receive:
Surprise tokens of our appreciation during the year
An annual Gold Star recognition announcement
Lifetime Achievement Awards for our most dedicated advocates
We’ll also be hosting Bring-a-Friend events, so keep an eye out for upcoming opportunities to introduce someone to the Retallick team.
If you know someone who you believe could benefit from our thoughtful guidance, simply complete the referral form, and we’ll take care of the rest.
Your trust means everything to us — and we’re grateful to serve the people you care about most.
- Headquarters:
Fort Myers Office
9961 Interstate Commerce Dr., Ste. 160
Fort Myers, FL 33913
(877) 838-8384 - Bonita Springs Office
27911 Crown Lake Blvd., Ste. 101
Bonita Springs, FL 34135
(877) 838-8384 - Venice Office
1500 East Venice Ave., Ste. 301
Venice, FL 34292
(877) 838-8384 - Sarasota Office
1990 Main St., Ste. 750
Sarasota, FL 34236
(877) 838-8384
*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, Inc. FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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