Earn a Gift Card with Our Referral Program!
At Woodside Financial Services LLC, we appreciate your referrals! For every new prospect you refer who contacts our office, you’ll receive a $10 gift card to Culver’s or Kwik Trip as a thank you. There’s no need for your referral to enroll in a plan—just have them reach out for a needs assessment.

Our referral program aims to express our gratitude to individuals who refer new prospects to Woodside Financial Services LLC. Please take note of the following rules, limitations, and guidelines:

  1. Launch Date and Retroactivity:

    • The referral program officially commenced on 03/01/2022.

    • Gift cards will not be retroactively provided for referrals made prior to the launch date.

  2. Gift Card Allocation:

    • Only one gift card of nominal value will be issued per referrer for each referral.

    • In the event that a prospect is referred by multiple individuals, the gift card will be awarded to the referrer designated by the prospect.

  3. Gift Card Details:

    • A $10 Culvers gift card or $10 Kwik Trip gift card will be presented as a token of appreciation.

    • Gift cards are non-redeemable for cash.

  4. Prospect Engagement:

    • The referred prospect must make the initial contact directly to our office.

    • The referred prospect is not required to enroll in any insurance plan.

    • Our team will conduct a needs assessment and provide information about our services during a meeting with the prospect.

    • A simple phone call to the office does not qualify for the referral program.

  5. Maximum Gift Cards:

    • Individuals referring prospects who are Medicare beneficiaries are eligible for a maximum of seven ($70) gift cards per year.

    • Individuals referring prospects who are NOT Medicare beneficiaries are eligible for an unlimited number of gift cards per year.

  6. Program Eligibility:

    • The referral program is open to everyone, including individuals who are not current clients of Woodside Financial Services LLC.

We appreciate your participation in our referral program and look forward to fostering strong relationships with both referrers and prospects. If you have any questions or require clarification, please do not hesitate to contact our office.

Thank you for your continued support.

Revised 01/01/2024