Ind agent webinar

  • View
    36

  • Download
    1

Embed Size (px)

DESCRIPTION

Independent Agent Webinar

Text of Ind agent webinar

  • 1. EquitiesCapital-- Independent Agent Introduction Our goal is to enhance the ability to meet the financial needs of borrowers and financing professionals while building long-lasting strategic alliances for continued ethical business relationships. founded 2008 Welcome

2. Seeking Independent Agents-- Equities Capital copyright 2008-2013 We are seeking a select few individuals who want to work on their own and market a unique financial product. Applicants should have good communication and presentation skills Must be self-motivated and be a self-starter Must have a strong desire to succeed Previous marketing and sales experience preferred but not required Finance background is also helpful but not required We provide the knowledge and tools to help you succeed. This position is not for everyone. But if you are an independent and self-motivated individual this may be just the opportunity you are seeking. 3. Why Consider This Opportunity-- Part-time full-time Set your own hours No face-to-face sales calls are required Work by phone and the Internet No restricted territories No licensing is required Marketing materials available We do all the back-end paperwork and processing Minimum commission on each transaction is $500 You will be an independent agent and paid by 1099 This is not a MLM operation There is no cost to register or become an independent agent for us We offer free training and marketing materials to help you become successful. Equities Capital copyright 2008-2013 4. What We Do-- We simply offer securities-based loan programs. This program allows the holders of stocks and other securities to be used as collateral to obtain a loan that can be used for any purpose. This type of lending has been around for over 50 years. Since 2008 we have been offering this product and it is easy to explain and has a very high income potential for you. We are here to assist you with product information and marketing materials in order for you to effectively promote this product. Equities Capital copyright 2008-2013 5. Simple-- Stock loans are easy to understand and simple to explain to potential clients. You do not need a loan officer or broker license or a financial advisor certification or any other type of license in order to market this program. You will be able to market in all 50 states. Even internationally. All we need from you is information on the stocks they wish to pledge. (The stock symbol(s) and number of shares . Once we have that information we will quickly get a quote for your client. If they wish to move forward a Loan Commitment is issued. We move to contracts and funding. We do the loan processing, closing and funding. Funding of the loan can be as soon as 2 weeks. You are paid at the time of funding. Equities Capital copyright 2008-2013 6. Product Highlights & Benefits-- Low fixed and adjustable interest rates No closing costs or lender fees (fixed rate loan only) (low fee for the Lines of Credit) No upfront fees No credit qualifying No income qualifying Non-personal recourse loan. The only collateral are the pledged securities. Funds may be used for any purpose including personal or business use. Loans available for up to 80% of the securities value. The borrower receives credit for dividends and upside market appreciation. Quick Fundings - usually in a matter of days. Equities Capital copyright 2008-2013 7. Loan Purposes-- How securities-based funding is utilized to solve a need for financing. Refinance an existing home loan Purchase investment properties Buying foreclosed properties New home construction Buying or refinancing commercial loans Investing Business financing Foreign nationals wishing to purchase real estate in the U.S. No restrictions on the use of the funds. (Except that it cannot be used to purchase other securities on margin). Equities Capital copyright 2008-2013 8. Who Can Benefit From A Stock Loan-- Just about anyone who owns stocks or other securities that would like to utilize the dormant asset to generate tax-free cash without income or credit qualifying. This lending program may be utilized to solve a number of financial situations when other types of financing just may not work. Equities Capital copyright 2008-2013 9. Agent Compensation -- Our compensation package is set at .50 point to you on every closed transaction. It is considered a marketing fee paid directly to you or your company. On the securities loans there are no lenders fees, points, closing costs or any other fees associated with the transaction. On the securities line of credit there is a 1.50 point Origination Fee with .50 point paid to you. Most transactions are of the loan nature so you can market the product as a true No- Cost loan. Equities Capital copyright 2008-2013 10. Sample Actual Closings-- Loan Amount: $2,725,000 Agent Compensation: $40,875.00 Line Amount: $100,000 Agent Compensation: $2,000.00 Loan Amount: $780,000 Agent Compensation: $15,600.00 Loan Amount: $119,800 Agent Compensation: $1,995.00 Loan Amount: $505,000 Agent Compensation: $12,625.00 Loan Amount: $627,000 Agent Compensation: $14,107.00 Loan Amount: $912,000 Agent Compensation: $13,680.00 Loan Amount: $600,000 Agent Compensation: $9,3950.00 Equities Capital copyright 2008-2013 11. Training-- Equities Capital copyright 2008-2013 We offer free training through our webinars (view at your leisure). Articles about this product. Also we have tried to put as much information about our programs on our website as possible. We believe if you spent just a short amount or time reviewing our website you will have a very full understanding of the products. We believe about 1 to 2 hours of review of these materials will give all the knowledge you need to be up and running. And of course you always welcome to contact us. 12. Marketing Material-- Equities Capital copyright 2008-2013 We have flyers and forms in Word so you can private label them to your company name. 1000+ word article that can also be branded to your company name. Private Label Website Available. We can also refer you to an email marketing company that offers guaranteed email address for a number of different professionals to market to. More material as it becomes available. 13. Private Label Website-- Equities Capital copyright 2008-2013 The private label website that we offer is a 26 page professionally designed securities- based lending marketing website that is "private labeled" specifically to you and your company. A working sample may be viewed at www.privatelabeltemplate.com. There is a one-time setup fee of $95.00 and a $25.00 monthly hosting fee. The design/setup fee includes domain name purchase (of your choosing), domain registration, branding of the website to your company name and uploading of your website to the Internet. We believe a website devoted exclusively to securities-based lending and "privately labeled" to you and your company will be very helpful with your marketing campaign. Purchase of the website is not a requirement of being an agent of our company. We simply offer it as an aid in your marketing. 14. Who To Market To-- Equities Capital copyright 2008-2013 Potential clients and referral sources Your existing database of clients, family and friends Residential real estate agents Commercial real estate agents Agents in condo developments Business owners Business agents Business consultants Real estate developers CPAs Real estate investors 15. Who To Market To-- Equities Capital copyright 2008-2013 MORE Financial advisors Aircraft dealers Yacht dealers Financial Investors Motor Home dealers Divorce attorneys Loan officers at banks High-end automobile dealers Doctors and other medical professionals Mortgage loan officers 16. Countries That We Do Business In-- You will be able to market this product in all of these countries and locations United States Hong Kong Singapore Australia Dubai United Kingdom Mexico Brazil Equities Capital copyright 2008-2013 Germany Spain France Japan South Africa Indonesia Thailand Canada and Turkey 17. How To Market-- Equities Capital copyright 2008-2013 Flyers to real estate agents in your area (residential and commercial). Emails to your existing database of clients, family and friends. Emails to database of real estate agents, CPAs, etc. Promotion on free websites such as craigslist, backpage, etc. Promotion on business networking sites such as linkedin, etc. Call on: agents in condo developments and subdivisions, business consultants, CPAs, divorce attorneys, loan officers at banks, mortgage loan officers, etc. Submitting our article (branded to you) to local business papers. Social Media 18. Overview-- Equities Capital copyright 2008-2013 No restricted territories No need for any licensing Set your own hours You will not be required to offer any financial advice You are an independent agent Paid by 1099 (no taxes deducted from your pay) Minimum $500 commission on each transaction We provide the knowledge and tools to help you succeed We do all the back-end paperwork and processing Marketing materials available Professional private label website available to you There is no cost to register or be an independent agent for us This is not a MLM plan We can have you up and running within a week 19. About Us-- Equities Capital copyright 2008-2013 We have aligned ourselves with lenders that specialize in this type of funding and have proven themselves over the years to provide the highest quality products along with excellent professional customer service. Since 2008 our goal is to enhance the ability to meet the financial needs of borrowers and financing professionals while building long-lasting strategic alliances for continued ethical business relationships. 20. How To Get Started-- Equities Capital copyr