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Investing in Our Referral Partners
Partnering with C. B. Wood Financial can help protect your clients from being poached by other brokers and implement strategies for you to earn more money.
C. B. Wood Financial wants to reward our partners with additional marketing to help grow your business. We're providing monthly cold calling services when your clients enroll in our employee benefits plan. See the chart below for more information.
READY TO REFER A CLIENT? FILL OUT THE FORM BELOW.
PLEASE NOTE - WE WILL CONTACT THE PARTNER WHO REFERRED
THE CLIENT FIRST BEFORE WE REACH OUT TO THE CLIENT.
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