When a friend or family member completes a consultation with Josh Lyon, we'll send you a $50 gift card as a thank-you. No purchase required on their end.
Make an Introduction
Retirement Strategies Representative | Universal Retirement
Josh Lyon is dedicated to helping people build a secure and comfortable retirement. As a Financial Professional at Universal Retirement, he works closely with small business owners, police officers, firefighters, and educators—people who spend their lives serving others—to ensure they have the financial …
1. Make the introduction.
Fill out the short form below with your information and theirs.
2. They meet with an agent.
A free, no-obligation conversation about their goals — life insurance, retirement income, whatever's on their mind. Virtual meeting available!
3. You get $50.
Once the consultation is complete, we'll send your gift card. That's the whole deal.
Most people know they should be thinking about life insurance or retirement income. Far fewer actually do something about it. The reason is almost never the products — it's not knowing who to call, what questions to ask, or whether they're being sold something they don't need.
A referral from someone they trust changes that. When you point a friend or family member toward Universal Retirement, you're giving them a reason to finally have the conversation — with no obligation to buy anything.
The $50 is our way of saying thank you for the introduction.
No cap on referrals.
Introduce as many people as you'd like.
No purchase required.
Your referral just needs to complete a consultation.
Low-pressure conversation.
Our agents educate first, offer solutions second.
Gift card delivered after the consultation.
Allow 5-7 business days.
One reward per new referral.
Referral must be a new contact, not an existing Universal Retirement client.
Fill out the form below. We'll reach out to them and keep you posted.