Financial Plans | Residual Income | Mortgages | Real Estate

Coming Soon…(2024)!

Internal Consultants

We are hiring experienced life insurance agents, mortgage loan officers, and real estate brokers 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.

Franchise Owners

We are offering franchising opportunities to experienced financial and legal professionals holding the following license or designations:

• State Bar, 

• Certified Public Accountants (CPA),

• Chartered Financial Analysts (CFA),

• Certified Financial Planners (CFP), 

• Chartered Financial Consultants (ChFC),

• Chartered Life Underwriters (CLU)

• Partner with us to make a difference in your community. Contact us for specific details: Contact Us Link 

Licensing & Training 

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

• Notary Public (Required) (2-4 Weeks)

• Life Insurance (Required)           (8-12 Weeks)

• Mortgage Loan Officer (Required) (8-12 Weeks)

• Series-3 (Optional) (26 Weeks)

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.

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. If these base operating parameters are acceptable to your organization, we welcome a business discussion that we hope will yield a long term prosperous business relationship.

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