Adding some of these guys to your wallet is all ways a good thing!

Participants must be current or former clients to participate, all participants receiving $600.00 or more will be subject to Federal tax laws via 1099 NEC.

Client Referral Agreement and Details

1) Complete and sign the Client Referral agreement. Along with a w-9 down loadable below.

2) You’ll be assigned a link to your client lead form. (This form must be completed by you and submitted in order for a lead to qualify)

3) This lead is not yet a referral. (once they’ve decided to become a client, your lead becomes a converted referral and now qualifies for compensation)

4) Your compensated 1 month after the client has paid the one time fee.

5) Our client referral program pays out $10.00 for each converted clients with no yearly or monthly limitations. Meaning you will receive $200.00 for 20 successful converted client referrals.

6) We also offer an end of year referral bonus up to $200.00 to the person with the highest referral total of the year.

(The Person with the highest number of converted referrals, referrals will receive $200.00 (a number of 10 referrals are needed to qualify) (If tied with one or more people, the $200.00 will be split evenly. *

We also give a prize to one of our lucky clients via a raffle each year, and if you or your referral is a winner you'll get an additional $100.00. So, the more referrals you have the better your chances are of winning.

Our client referral program is simple, once you’ve filled out and signed the referral agreement in this section, along with the W-9 you’ll qualify to receive compensation for each converted referral you’ve made, once they’ve become active participants; and have chosen to purchase (ClearView Capital Consulting Grp) DIY course. This program is only offered to our current and former clients because it allows them the opportunity to cover the cost of their own Financial Awareness Journey.

Our referral program from start to finish.

W-9 Download

Client Referral Agreement

Print the attached W-9, fill in sections 1,2,5,6,7 Go to Part I and add your SS# or EIN if you're a company; then sign Part II Return to us via email and that's it.

W-9 Download

*All participants receiving $600.00 or more will be subject to Federal tax laws via 1099 NEC.