Referral
Introduce someone who may benefit from a purpose-built investment conversation.
If someone you know is looking for retirement income planning, custom investment management, or advisor support, you can make a warm introduction.
A respectful introduction
Referrals should be clear, private, and appropriate.
Entrust will handle referral information carefully and follow applicable privacy, solicitation, endorsement, and referral rules. This page does not ask for testimonials or client success stories.
Important information
Referral and solicitation language requires review under the SEC Marketing Rule and any applicable state requirements. Do not offer compensation or imply endorsement without approved disclosures and required agreements.
Next step
Prefer to make an introduction another way?
Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.