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Introducing Elite Ambassador, a membership program we created just for you.

What is the Elite Ambassador Program?

Elite Ambassador is a program we designed with you in mind. There is no greater compliment than when our clients have enough trust and confidence in us to introduce us to their friends, family, colleagues and neighbors! We created our Elite Ambassador Program as a way to show our appreciation.

Who can become an Elite Ambassador?

Anyone who is a current Legacy Financial Partners client can become an Elite Ambassador. Simply refer one, two, three or more households within one calendar year. To maintain your Ambassador level, you must refer one household annually.

How does the program work?

It’s easy to become an Elite Ambassador — just introduce us to a friend or family member who could use our financial services. 

With each household referred we will make a donation to our local partnered charity. The donations will be made on behalf of the referred household.

What is a qualified referral?

This means the household you referred has come in to meet with Michael for a complimentary consultation.

What are the benefits of membership?

Depending on how many qualified referrals you make, you are eligible for multiple benefits as an Elite Ambassador, including:

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    Admission to Appreciation Events and our Holiday Gala

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    Invitations to Elite Entertainment Events

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    Special recognition

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    And more!

What’s the difference between an Appreciation Event and Elite Entertainment?

Appreciation Events are group activities and functions, while Elite Entertainment is specifically planned for our Elite Ambassadors.

No event, function or any of the like can be exchanged for monetary value of any kind. The purpose of this program is to give back to our clients and continue to create a true community among the Legacy Financial Family.

The Elite Ambassador calendar year will run annually. The number of households you refer will determine your Ambassador level.

Here’s a breakdown of Ambassador levels and benefits:

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The Insider: One Referred Household

Admission to our Holiday Gala

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The VIP: Two Referred Households

Admission to our Holiday Gala Plus Two Guests
Recognition in our American Lifestyle Magazine

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The Elite: Three or More Referred Households

Admission to our Holiday Gala Plus Two Guests
Recognition in our American Lifestyle Magazine
Exclusive Invitation to Elite Entertainment Events

Call or email us with any questions about becoming an Elite Ambassador!

Refer a friend

If you think a family member or friend could benefit from working with us, please provide their information below.

Refer a Friend

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For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.467.4100

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