Referral Fee Opportunity

Going Offshore Need Not Cost You Anything!

The already low cost of US $950 for becoming a client of Wealth International and gaining access to our client services can be effectively lowered still futher, or even turned into a gainful opportunity, by those clients who are willing to do a moderate amount of marketing. Details are as follows:

Referral Bonus: Wealth International, Ltd. will pay $300 to the referring entity for each paid W.I.L. client referral.

Bonuses are paid only to W.I.L. trusts and thus there are no tax, withholding, or reporting consequences from effecting a successful referral under the current tax laws.

Example:
John Smith is a client of Wealth International, Ltd., and has become an advisor to W.I.L. Trust #00800. John has a business associate named Mary Jones who he refers to Wealth International, Ltd. Mary chooses to apply to become a W.I.L. client, and enters “00800” on her W.I.L. application form under “Referring Trust #”. Upon receipt of Mary’s application and payment and her becoming a client in good standing, Wealth International, Ltd. credits a $300 referral bonus to W.I.L. Trust 00800, which gets added to the trust’s asset base.

Bonuses Paid on Renewals Too!

As long as an advisor remains a client in good standing -- i.e., he or she remains a client and conducts himself or herself in an ethical and legal manner -- bonuses are paid on the trust administration renewal fees as well. This is an unusual opportunity to build up an annuity-like income stream. Payouts are as follows:

Renewal Bonus: Wealth International, Ltd. will pay $35 to the referring entity for each paid annual W.I.L. client renewal. (Quarterly or semiannual renewal fee payouts prorated.)

Example:
In the scenario presented above, suppose Mary Jones has become an advisor to W.I.L. Trust #00890. Upon receipt of annual trustee fees for Trust 00890, Wealth International, Ltd. credits a $35 renewal bonus to W.I.L. Trust 00800, which gets added to the trust’s asset base.

The bonus payouts are summarized in the table below.

Our philosophy is to encourage the continual education of our client base, and to credit those entities who play a valuable role in this mission.