Financial Plans | Residual Income | Mortgages | Real Estate

Internal Consultants

We are seeking attorneys, CPAs, real estate brokers, series 3 holders, and series 24 holders for our consulting pipeline. We provide a competitive base income that is earned at a rate of 60% up to $200,000, which remains constant throughout your employment with us once it is earned. We offer competitive compensation overrides ranging between (50%-75%), health insurance, and a generous profit sharing plan of 7.5%. Join us and make a difference in your community. Estimate your income: ESTIMATE YOUR INCOME.

Licensing & Training 

We maintain the capacity to carry out all needed functions for which you may be temporarily unlicensed. Additionally, we provide the necessary training and support for all needed financial licenses. 

• Notary Public (Required)                                         (2-3 Weeks)

• Life Insurance (Required)                                                             (6-8 Weeks)

• Series 31 (Required)                                                                            (4-6 Weeks)

• Mortgage Loan Officer or Real Estate Broker (Required) (8-12 Weeks)

• Series-3 (Optional)                                         (6-8 Months)

Our training process has been tested using individuals from backgrounds that are unrelated to finance, mathematics, or business. All trained persons achieved standardized scores of 80% or better on their first attempt, with most scoring materially above our minimum threshold of 80%.

Operating Structure

Our hybrid-Remote operating structure provides an uncommon degree of flexibility and economic advantage for financial professionals, families, and businesses. Therefore, the highest level of professional conduct, integrity, and adherence to organizational policies are absolutely essential. We strictly require that all business discussions, business agreements, and professional advice be recorded electronically, primarily through the use of video conferencing and emails.

Revenue & Profit Sharing 

Our base revenue structure is fairly uniform (see below). Non-standardized projects are negotiated independent of base revenues. Our standard plans are used to establish and maintain business relationships with us, but their are a few distinct adjustments: 

• The waiting period for revenue stream is one full calendar quarter. We recommend completing the contractual process at least 30-days prior to the start of a new quarter. 

• All capital allocated for your business are treated as base capital, which is returned to you in full assuming no regulatory violations during your contractual tenure with us.

• Revenue streams are subject to penalties for violation of organizational policies.        

Our Core Guiding Principles

Your clients are your first business priority, to whom you have a fiduciary responsibility, and we support you acting in their best interest at all times. We prioritize:

• Integrity

• Expertise

• Fairness

• Functional Transparency

License & Training Requirements (Estate Planning Attorneys)

• State Bar License

• Notary Public License, with remote qualification

License & Training Requirements (CFA | CFP | ChFC | CLUs)

• Notary Public License, with remote qualification

License & Training Requirements (CPAs)

• Certified Public Accountant License

• Notary Public License, with remote qualification