New Beginning Financial Group, LLC Referral Program Agreement

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At New Beginning Financial Group, LLC, we understand the importance of community in achieving financial success. Our Referral Program is designed to reward our valued clients for introducing new members to our tax advisory services. We appreciate your trust in us and are excited to offer you the opportunity to earn rewards while helping others benefit from our expert financial solutions.

 

How the Referral Program Works:

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Through our Referral Program, members of New Beginning Financial Group, LLC earn a $250 cash reward for every new client who enrolls in our tax advisory services using their referral code. Participation is seamless:

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1. Automatic Enrollment – Go to nbfinancialgroup.com/referralprogram to sign up. Upon joining New Beginning Financial Group, LLC, you will automatically receive a unique promo code and referral link, generated using your first and last name.

2. Welcome Email – You will receive a welcome email from our team containing login credentials and instructions for accessing your personalized referral portal.

3. Easy Sharing – Share your promo code and referral link with your network to start earning rewards.

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To see how the program works in action, watch our interactive demo here.

 

Earning Referral Rewards

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1. Share your promo code and custom referral link with your network.

2. When a referred individual schedules a discovery call with a Tax Advisor, they will receive an email with a proposal, engagement letter, and a client portal link to initiate the onboarding process.

3. Upon creating a password for their client portal, they will be directed to the payment page, where they must enter your promo code.

4. Once the promo code is entered and payment is completed, your referral will receive their first month free and 25% off their cleanup fee as a special welcome gift.

5. Your $250 commission will be automatically credited to your Referral Program account with no earning cap.

 

Commission Payment Process

 

Referral commissions are processed through Bill.com in three stages:

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• Awaiting Approval – Referral details are verified.

• Awaiting Payout – Payment is pending processing.

• Paid – Commission has been successfully deposited.

 

Important:

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• You will receive an email notification when a commission is earned.

• To ensure timely payments, add your Bill.com email address to the referral platform in advance.

• Once approved, commissions may take up to 30 days to process and be deposited.

• You are responsible for you own taxes on income earned from the referral program. All referral partners will receive a Form W9 and will receive a 1099 for tax purposes. 

 

To set up your Bill.com account, log in to your referral platform at nbfinancialgroup.com/referralprogram and follow the email instructions sent by Bill.com.

 

Customizing Your Promo Code

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You have the flexibility to personalize your promo code. To change it:

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• Log in to nbfinancialgroup.com/referralprogram.

• Click the pencil icon in the top right corner.

• Enter your desired promo code (case-sensitive).

 

Sharing Your Referral Code

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There are multiple ways to share your referral code and link:

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• Direct your network to schedule a discovery call via nbfinancialgroup.com/referralprogram.

• Share your custom referral link to streamline the sign-up process.

 

Note:

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• If a referral’s business falls outside our service scope, a team member will verify and inform them accordingly.

• Ensure referrals input your promo code correctly at checkout to guarantee commission eligibility.

 

Troubleshooting & FAQs

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Trouble Logging In?

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• If you missed the welcome email with your temporary password, visit nbfinancialgroup.com/referralprogram and select “Forgot your password?” to reset it.

 

Referral Forgot to Use Your Code?

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• If a referred client forgets to enter your promo code, notify us within the same month of their enrollment. Provide their full name and email for verification.

 

Commission Exclusions

 

You may not receive a commission in the following cases:

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1. Another Code Was Used – If the referral used a different promo code, we may be unable to credit you.

2. Cancellation Within 30 Days – If the referred client cancels their tax advisory plan within the first 30 days, the commission will not be paid.

3. Violation of Terms & Conditions – Any violation of program guidelines may result in commission forfeiture.

 

Referral Program Guidelines & Restrictions

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To maintain program integrity, the following activities are prohibited:

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• Running paid social media, Google PPC, or display ads referencing New Beginning Financial Group, LLC without prior approval.

• Using search terms such as “New Beginning Financial Group, LLC promo code”, “discount code”, or similar variations in website metadata without approval.

• Posting your referral link or promo code on New Beginning Financial Group, LLC’s official social media accounts.

• Sending unsolicited emails in violation of CAN-SPAM regulations or making misleading claims.

 

Violations of these terms may result in commission suspension. If we detect non-compliance, we will reach out with a request for corrective action. Failure to comply may result in permanent removal from the program.

 

Legal Disclaimer

 

The information contained in this document is for informational purposes only and should not be construed as financial or tax advice. It is not a substitute for professional financial consultation and does not ensure compliance with U.S. federal, state, or local tax obligations.

 

We appreciate your participation in the New Beginning Financial Group, LLC Referral Program and look forward to rewarding you for helping us grow our community!