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Would you like to add value to the service you already provide your clients?
Would you like to get paid for adding value to your services?
We can help you add greater value to the service you provide your clients!
Cash Flow Funding Group works with many different professionals to aid them in providing value-added services to their clients. Our services for businesses and individuals can help your clients to improve their financial position. If you refer a client to us and we are able to help them, you have solidified your standing with your client and have a very happy client who will continue to do business with you as well as referring you to their friends and associates.
In addition, if you are able to accept, we will pay you a referral fee, adding to your bottom line. If you are not able to accept a referral fee we would be happy to contribute the amount of the referral fee to a charity of your choice, in your name. Any business that we would do with a client that you would refer to us would result in such referral fee for the life of our relationship with that client.
Following are some thoughts concerning ways we may be able to assist clients of some different professional groups:
Accountants - CPA’s
CPA’s and accountants work closely with the financial records of individuals and businesses and you are often very aware of the financial needs of your clients. In many cases clients will view CPA’s and accountants as their financial advisor and will ask you for a variety of financial advice. Because of the extremely broad nature of the general clientele that CPA’s and accountants have, essentially all aspects of the financial assistance that is provided by Cash Flow Funding Group to businesses and individuals is applicable to you.
Clients who we can help are:
Any client with future income streams of any kind (annuities, royalties, private mortgage payments, inheritance, etc.) who need a larger lump sum of cash today
Business clients who need financial help but their bank is not very helpful
Particular attention should be paid to seniors (age 65+) concerning their life insurance policies. Recent rulings suggest that anyone who gives financial advice would be remiss in their responsibilities if they do not advise clients of the opportunity to sell their life insurance policies.
Attorneys
Attorneys can sometimes be general advisors to their clients but most specifically their involvement is with lawsuits or estate planning.
Clients who we can help are:
Clients who are plaintiffs in a lawsuit and are having a financial hardship. We can provide lawsuit pre-settlement funding to ease your client’s financial hardship and give you more time to get a better settlement in their case. In addition, lawsuit pre-settlement funding is available to you for expert witness research and testimony and some attorney fees.
Clients who have already a structured settlement. If their financial needs so dictate they can sell all or a portion of their settlement payments. As an attorney, you can sell all or a portion of your fee which is due to be paid out of settlement payments.
Particular attention should be paid to seniors (age 65+) concerning their life insurance policies. Recent rulings suggest that anyone who gives financial advice would be remiss in their responsibilities if they do not advise clients of the opportunity to sell their life insurance policies. Life settlements are proving to be a valuable tool in estate planning and saving money for trusts and estates.
Heirs who are waiting out probate can get an advance on their inheritance if they are in need of money now and find it difficult to continue waiting.
Any client with future income streams of any kind (annuities, royalties, private mortgage payments, inheritance, etc.) who need a larger lump sum of cash today
Business clients who need financial help but their bank is not very helpful
Bankers - Loan Officers
Bankers and loan officers may sometimes be forced to tell a business customer or a private customer that they cannot help them for a variety of reasons. By referring those customers that you cannot assist you have shown them that you do want to help them even if your banking regulations do not allow it at this time.
Clients who we can help are:
Any business client who applied for a loan and could not be helped by your bank.
Any client with future income streams of any kind (annuities, royalties, private mortgage payments, inheritance, etc.) who need a larger lump sum of cash today
Business Advisors
Business advisors may be providing a variety of services to their business clients. In many cases you will be very aware of the financial condition of your client and will be working with them to improve their situation.
Clients who we can help are:
Clients who have applied to traditional sources for funding and have been turned down.
Any client with future income streams of any kind (annuities, royalties, private mortgage payments, inheritance, etc.) who need a larger lump sum of cash today
Business Brokers
Business brokers primarily assist in the sale and purchase of businesses. As such they deal closely with business owners who are selling their businesses as well as those who are buying businesses.
Clients who we can help are:
Clients who are selling a business and may have to use seller financing to complete the sale. We can help make sure that the seller financed note that is created is one that is salable, if the need arises.
Clients who have already sold a business using seller financing. We can assist them in the sale of all or just a portion of that note, if the need arises.
Clients who are buying a business and need business funding to complete the purchase. We can assist with a variety of commercial real estate loans as well as government guaranteed loans.
Clients who are operating a business and are in need of working capital funding for the business. We can assist with a variety of funding options.
Business clients who need financial help but their bank is not very helpful
Financial Advisors
Financial Advisors may be advising either businesses or individuals and are very aware of the clients financial condition and needs.
Clients who we can help are:
Any client with future income streams of any kind (annuities, royalties, private mortgage payments, inheritance, etc.) who need a larger lump sum of cash today
Business clients who need financial help but their bank is not very helpful
Particular attention should be paid to seniors (age 65+) concerning their life insurance policies. Recent rulings suggest that anyone who gives financial advice would be remiss in their responsibilities if they do not advise clients of the opportunity to sell their life insurance policies.
Real Estate Agents
Real Estate agents are involved in assisting clients with either the sale or the purchase of a home or commercial real estate. They deal either with private individuals purchasing homes or with individuals or businesses purchasing commercial real estate.
Clients who we can help are:
Any client selling their home or commercial real estate who may need to use seller financing to complete the sale. We can assist them to assure that the note that is created on seller financing is salable, if needed.
Any client who has sold their home or commercial real estate in the past using seller financing. We can assist them to sell all or just a portion of their seller financed note, if needed.
FREE, No Obligation Consultation!
Contact us by phone Toll Free at: 1-866-232-5416
E-mail: info@cffgcapital.com |
