Welcome Preferred Professionals
Learn How Insurance, Financial Planning, Taxation or Legal Professionals can increase their business through lender relationships and avoid losing money and clients by not having these relationships in place.
1) Restructuring Debt through Equity Repositioning to increase cash flow and funds to invest in your services.
What good is a database if it’s not being marketed and communicated to?
By networking with another professional and introducing the new professional's products, services or solutions to the client base, the referring professional has created another reason to market and to ”stay in the mind" of the client. Our Preferred Professionals find this helps to maintain their hard earned client relationships. Additionally, for those clients referred to us from our Preferred Professionals, we help strengthen the Professionals-client relationship through our Clients for Life Contact Program, which helps our Professionals increase their monthly business and income.
2) Maximize the Profit potential per client.
Most financial planning Professionals that sell mutual funds set up IRA’s or other retirement vehicles to get paid a commission for services rendered and continue to get paid as those accounts accumulate wealth.
As a Mortgage Professional that is part of your referral network we can ”Replace credit interest debt by refinancing and rolling credit debt into your mortgage (now a possible interest deduction) and deposit those monies into their retirement account.“ Financial planning Professionals need to maximize their client’s retirement planning potential.
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