top of page
Handshake in the Office

Referral
Bonus 
Program

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.

Screenshot 2023-07-26 090105.jpg

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. 

Client Referral Form

Please take a moment to fill out the form.

Thank you! We will reach out to you, the referral partner, first before contacting the client you referred.

Address

1000 Johnnie Dodds Blvd.

Ste. 103-109, Mount Pleasant, SC 29464

Phone

704-830-6626

Schedule

Click Here

Connect

  • LinkedIn
  • Facebook
  • Instagram
  • Youtube
bottom of page