FINANCIAL PROFESSIONALS

PRE-GENERATED SALES PROGRAM™

Subscribe now to fundraise for the opportunity to increase your clients' wealth.

SUBSCRIBE HERE

Financial Professionals

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Give a little. Receive a lot.™

Click below for discounts:

 

  • Satisfaction Guarantee
  • Cancel / Unsubscribe anytime
  • 100% refund on subscriptions paid (less any funding distributions)
  • Additional details below

DESCRIPTION

INTRODUCTION

As a financial professional, you have the opportunity to create a fundraising spending program™ for your clients in order to free up their money from spending and move it toward savings, investments, retirement, etc. This will give your clients the opportunity to build more of their personal wealth over time.

QUALIFIED ENTITIES

  •  Must be nationally and/or state licensed / registered / certified:
  • Advisors
  • Bankers
  • CFPs
  • Consultants
  • CPAs
  • Mortgage professionals (NMLS)

Must be active and in good standing. 

WHAT IS PRE-GENERATED SALES FOR FINANCIAL PROFESSIONALS™?

Pre-Generated Sales™ is an exclusive and trademarked fundraising platform at GiveReceive.Online that will allow you the opportunity to fundraise and “pre-generate” your sales of any of the Individuals’ Fundraising programs for your clients.

As a financial professional, you will be able to offer your clients a 1 year free subscription to the Lifetime Spending Program™ for Individuals. This program will pay for many of your client’s everyday expenses. This spending money will take place of your clients’ spending money in which you have the opportunity to move their now extra spending money towards savings, investments, and retirement programs to further build their wealth. 

Your role is to manage your client’s spending to make sure they cover the Qualified Expenses of the program that is essential to a better quality of life (i.e. food, clothing, insurances, education, etc.). Once the funding is disbursed to your client to spend, you will receive a commission. Plus, if you offer financial products that can go towards building your clients’ wealth, this gives you the opportunity to generate additional sales to receive commission on those products (ex. savings, investments, retirement, etc.).

COMPENSATION

Commissions: 6%. Your commission applies, this program, the Lifetime Spending Program™ and any other Individual fundraising programs you may offer (which includes 12 months free trial).

Other compensation: If your business offers other financial services, you have the opportunity to make commissions on those products. These financial products, such as savings, investments, retirement, should give your clients the opportunity to move the money they used for spending and build their long-term wealth.

SUBSCRIBE HERE

Financial Professionals

PayPal 1

Give a little. Receive a lot.™

Click below for discounts:

 

  • Satisfaction Guarantee
  • Cancel / Unsubscribe anytime
  • 100% refund on subscriptions paid (less any funding distributions)
  • Additional details below

SHARE HERE