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Who this is for...
Investment Advisors & Insurance Agents
You have clients who have been carrying debt for years. This is your chance to get these clients on track to fill the gaping hole in their finances coming from the loss to their debts.Your trusted advisor status goes even higher, your clients get relief from financial stress, and they will have higher cash flow later to boost their wealth for retirement.
You Run a Team
If you run a team, you have a sales process you can plug our service into after your core services.You can leverage our service to plug the remaining holes in the clients finances after they have enrolled in your core service or strategy for them. You can also use our service in your lead generation and stand out from the competition.
Professionals who offer other services
If you offer Protective Services through Insurance, Tax Services, or other Professional Services, this is easy to recommend to your clients. You have clients who could change their lives with the savings our program creates.Our service is complimentary to other Professional Financial Services. This also gives you a great reason to call on clients and warm up your relationship with them, while showing them you care about their future.
What Referral Partners say...
"Satisfied clients with a clear simple path to put them in a better financial position, creating not only a valued client after the mortgage process but a raving fan for referrals. This program WILL put the client on the best track to a brighter future."
"There is very little investment on the LO's part. Everything is handed to you and all you have to do is pass along the information. Being able to show a customer that they can have debts paid off in a shorter timeframe using the money they already spend is amazing!"
"I gained even more trust with my borrower, by being able to help them even more by addressing the whole situation, not just the mortgage. I made extra money and my borrower saved even more money. It's a win, win."
What Our Clients Say...
"Thanks to our loan officer for telling us about the program. It saved us $94,985 and pays off all our debt including the new 30 year mortgage in 12.2 years!"
"This is the best thing we've ever done. You've been a blessing to us."
"What you're doing for us is fantastic. We're very, very, pleased and we're not using the credit cards and we are making leaps and bounds out of our problem and it's happening fast..."
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