Referral Program Terms

  • Eligibility: Referral discounts are applied only after the referred client has completed their Initial Account Optimization and paid their first monthly management invoice.
  • Limit: There is no limit to the number of referral discounts you can earn; however, only one $100 discount can be applied per billing cycle.
  • Non-Transferable: These discounts have no cash value and are only applicable to active management accounts.