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Terms and Conditions of the Cambridge Referral Rewards Program

Cambridge offers current financial professionals a credit of 1% of the referred financial professional’s first year revenue, payable in the 13th month, up to a $50,000 max reward per referral.

It is possible that some cases may warrant a different referral credit due to additional involvement by you or your leadership. Please discuss qualification requirements with your Business Development Director.

Qualifications for Reimbursement
You must be the first person to submit the referral.

The referred financial professional:

  1. Must be aware/acknowledge that you have referred them to Cambridge Business Development
  2. Cannot have an existing or previous relationship with Cambridge
  3. Must keep their book of business with Cambridge for at least 12 months
  4. Cannot be referred by a business manager and join the business manager’s office/group

*Example: Your referral, John Smith, became active with Cambridge on June 8, 2021. He earned a gross 12-month production total of $284,000. Your July 15, 2022, compensation statement would include an additional credit of $2,840.

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