We revised our policies and modified our referral program. We pay a nominal, one-time referral fee of $25 for a qualified referral by a non-licensed employee. No additional referral credit toward a branch performance or other retail bonus point program is available to non-licensed employees. The referral fee is contingent on the purchase or sale of a security, the opening of a brokerage account or the type of security transaction. A “qualified” referral is defined as a customer that keeps an appointment with a Financial Consultant.
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Life without Jesus is like an unsharpened pencil - it has no point.