MoneyGuidePro - Financial Planning Software

Refer-A-Friend

Start Getting Paid for the Referrals You Are Already Making!!

MoneyGuidePro now has a referral program. We know many of our advisors love to talk about us, so we want to reward you for your efforts.

As a thank you for your continued support and loyalty to MGP, we will pay you $100 for every person you refer who purchases a new MoneyGuidePro license. Plus, we will give $100 to the person being referred. How can you go wrong?

How to Refer-A-Friend:

Step 1: Verify that you are qualified to participate in the program. Qualified?

Are you a qualified participant?
If you work for a firm that has licensed MoneyGuidePro (MGP) for all its advisors, you are not eligible to participate in Refer-A-Friend. If you've subscribed to MGP by purchasing a license directly from us and if your friend would also purchase from us read on.
The Refer-A-Friend program rewards and encourages current users to spread the word about MoneyGuidePro and our services to other advisors not currently using our software. Only current users are eligible to refer friends to us. A current user is an advisor whose name is on the license. Any advisor using another advisor's license to create and present financial plans is not allowed to participate in the Refer-A-Friend program since they are NOT a current user (and are using MGP illegally!). Back office administrative users, though allowed access to MoneyGuidePro for help with data entry, are also ineligible for Refer-A-Friend as they are not considered current users.
Step 2: Enter your name and your friend's e-mail addresses and then click the "Create Email" button. Why am I sending this e-mail instead of MGP?
Why am I sending this e-mail instead of MGP?
1. A personal referral from you is much more powerful than a "marketing email" from us. Your friend is more likely to open the email and, we believe, to start a free trial to see what MoneyGuidePro can do for them.
2. Also, it decreases the chance the e-mail will get caught in a spam filter!

How to get paid!

It's easy . . . your friend will call the MoneyGuidePro Sales Team when they are ready to purchase (as instructed in the e-mail you'll send) so that they can tell us who referred them. After they have been a user for 60 days, we will send you a $100 check.

Your Name:
Send Email To:
Note: No data entered on this page is stored by us. If entering multiple email addresses separate them with a semicolon.

Dear Friend / Co-worker,

I am a current user of MoneyGuidePro and think MoneyGuidePro financial planning software 
would be a great fit for your practice. Plus, I can save you $100 when you purchase. 

MoneyGuidePro: G2 is quickly becoming known in the industry as the "the best and most innovative 
new financial planning application to hit the market." MGP: G2 features the world's most 
powerful What If Worksheet, SuperSolveTM, Goal Wizard, online Presentation and numerous other 
features including: Estate Planning, Insurance Analysis, & Asset Allocation.

To learn more or to register for a free trial, go to www.moneyguidepro.com. Or, call MGP Sales 
at 1-800-841-5312 for a one-on-one demonstration of the software. 

If you think MGP is right for you, call the MGP Sales Team and let them know I referred you. 

Best Regards,