A Partnership Opportunity to Increase Client Satisfaction & Loyalty with Mortgage Protection
Addressing The Hidden Risks After Closing
Purchasing a new home is one of the most significant financial commitments your clients will ever make.
But what if the unexpected happens—an illness, disability, or even premature death?
60%
of U.S. households
experience major financial shocks yearly (such as job loss or the death of an income earner), making it difficult to meet ongoing obligations, such as mortgage payments. **Pew Charitable Trusts
1 in 4
of today's 20-year-olds
will become disabled before reaching retirement age. **U.S. Social Security Administration
Over 60%
of personal bankruptcies
In the U.S. are due to medical issues & expenses. **American Journal of Public Health
Without proper protection, many families risk losing their homes during challenging times.
Mortgage Protection ensures that when homeowners face significant life events—such as
✓ Death ✓ Permanent disability ✓ or critical illness
...their mortgage will be paid off or covered, protecting their family's home and financial future.
Would you like to position yourself not just as their agent but as a trusted friend who helps them keep the home in the family & the family in the home?
What's in it for you?
$25 Gift Card Per Referral:
Receive a $25 gift card for each client you refer who gets quoted our mortgage protection solutions.
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Higher Client Satisfaction & Loyalty:
By introducing your clients to mortgage protection, you position yourself as a trusted advisor who goes the extra mile to safeguard their future.
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Personalized Digital Business Card & Profile ($999 + Value)
Upon helping your 1st referral our team will design a custom professional profile profile and mail an NFC chipped card with QR code that enhances your interactions with prospects & clients. Easily share your contact information and showcase who you are & how you help.
Custom Live Demos
Click to see
Unlimited Potential...
Simple & Easy Through Texting Your Clients!
Hey, [First Name], I wanted to congratulate you once again on your beautiful home! As you settle in and get comfortable, I wanted to ask if you've considered protecting it from the bank, should your income stop unexpectedly? My friend Steve does a great job at finding the right mortgage protection for a lot of families and I trust his experience. His advice is free and only takes a few minutes if you're all about keeping the family in the home and the home in the family. Would you be interested in connecting with him? Let me know, and I'll send you his info. Talk soon!
Provide your clients with peace of mind while enjoying rewards & resources that enhance your business.