If you are a current R.O.I. client , R.O.I. has established a Referral Program to show its gratitude, and to motivate clients for preparing and referring Qualified Prospects.  For a Qualified Prospect to become a Full-Service Client, one must have at least $50,000 of investment assets (a combination of mutual funds, IRAs, rollovers from employer retirement plans, stocks, and/or bonds).  For a Qualified Prospect to become an Investment Management Client, one must have at least $25,000 of investment assets.  Preparing a prospect means visiting with the prospect about R.O.I. and this website, and then calling or e-mailing R.O.I. (or having the prospect call or e-mail R.O.I.) when you feel the prospect is ready to visit with us.

To show our gratitude and motivate clients, R.O.I. will credit the referring client`s next R.O.I. billing with a 10% credit of the first year fees we anticipate receiving from the prospect who became a client.

Who might be a prospect?   Following is a list of people's situations who usually are very much in need of R.O.I.`s services:

• Recently Retired
• Soon to Retire
• Recently Left Employer
• Large IRA
• Large Investment Portfolio and/or Estate
• Recent Inheritance
• Recently Divorced
• Novell Employee
• A Recent Widow/Widower
• Successfully Self-Employed
• Leaving for Church Mission

351 East 140 North , Lindon, UT 84042-2004
Phone: 801.785.3254 Fax: 801.785.3244 Email: ronolson@itsnet.com