FA q's

How can offering mortgages help me grow my business?

Adding an incredibly flexible asset class to your product portfolio can help grow your business by:

• Adding revenue for no additional costs
• Solving problems other advisors aren't solving
• Creating clients for life by offering services for multiple needs
• Repurposing spent marketing dollars with a new offering
• Opening marketing and relationship opportunities with your existing clients and their families

As a financial advisor, why should I consider offering mortgage loans as a service for my clients?

Become a incoming planning hero for your clients by providing them with solutions to:

• Help solve the number one retirement concern of health care costs
• Structure unique retirement plans for:
• Home equity for usually tax free proceeds in retirement planning
• Delay social security or pension withdrawal
• Protect portfolio performance from economic downturns and market declines
• Possibly eliminate current mortgage payments in debt swap for earlier retirement
• College planning for children and grandchildren
• Protect your client by maintaining control of the process
• Develop a usually tax free, low cost non-cancelable increasing line of credit

What is the cost of working with Advisors Mortgage Services?

Advisors Mortgage Services does not charge financial advisors for its services due to revenue generated through banking partnerships. AMS does ask advisors to sign a two-year commitment because there is significant cost associated with recruiting, on-boarding, training, and continual support.

FA q's

How can offering mortgages help me grow my business?

Adding an incredibly flexible asset class to your product portfolio can help grow your business by:

• Adding revenue for no additional costs
• Solving problems other advisors aren't solving
• Creating clients for life by offering services for multiple needs
• Repurposing spent marketing dollars with a new offering
• Opening marketing and relationship opportunities with your existing clients and their families

As a financial advisor, why should I consider offering mortgage loans as a service for my clients?

Become a incoming planning hero for your clients by providing them with solutions to:

• Help solve the number one retirement concern of health care costs
• Structure unique retirement plans for:
• Home equity for usually tax free proceeds in retirement planning
• Delay social security or pension withdrawal
• Protect portfolio performance from economic downturns and market declines
• Possibly eliminate current mortgage payments in debt swap for earlier retirement
• College planning for children and grandchildren
• Protect your client by maintaining control of the process
• Develop a usually tax free, low cost non-cancelable increasing line of credit

What is the cost of working with Advisors Mortgage Services?

Advisors Mortgage Services does not charge financial advisors for its services due to revenue generated through banking partnerships. AMS does ask advisors to sign a two-year commitment because there is significant cost associated with recruiting, on-boarding, training, and continual support.