Wealth Creation:
Protect Your Future and Your Family

What better way to create relationships for life...than to help your clients, referral partners, and community at large understand how to create wealth and protect their financial future?

The "Wealth Creation" presentation offers many opportunities to grow your business. Whether you choose to hold a seminar for a group or use the slides for a one on one walk through with your client, the "Wealth Creation Presentation" has all of the tools a Mortgage Planner needs. Many Mortgage Planners go through extensive training to gain the knowledge and expertise on how to better serve their client, but find that they need a tool to smoothly and professionally take their clients through the Mortgage Planning process. The "Wealth Creation Presentation" successfully accomplishes the goal of a perfect Mortgage Planning consultation.

And the "Wealth Creation" presentation is perfect for so many different kinds of opportunities. Offer this seminar and re-connect with clients in your database, work with referral partners and offer to their clients, or present to referral partners that you are targeting and start building new relationships. Bring it to your community, and develop strong new prospects! Whether you choose to hold the seminars on your own or even build a team presentation with your "Wealth Creation Team", this presentation has all of the tools to add tremendous value.

And for CMPS members, this presentation has been approved by the CFP Board! Every Financial Planner that attends this seminar, given by a CMPS member, will receive 1 hour continuing education credit toward the renewal of their license.

It Still Makes Sense to Buy vs. Rent

The Buy Versus Rent presentation offers many opportunities for conducting this presentation. Whether you choose to hold the seminars on your own or with a referral partner, this is a great way to develop leads, turn each lead into a loan, and help renters achieve their dreams of homeownership. This presentation helps attendees learn the facts about the housing market, provides examples of the tax advantages, and includes helpful information about the average net worth of a homeowner versus renter. Use this presentation to conduct seminars on your own and target renters at local apartment complexes or give seminars at the local community center or library. This will give loan officers the ability to take control of the lead and refer the client to a loyal referral partner. Additionally, use this seminar to partner up with a Realtors to help your referral partners build their businesses or work with CPA's to promote the seminar during tax season.

Eliminating Credit Card Debt

The "Eliminating Credit Card Debt' presentation offers many opportunities for conducting this presentation. Whether you choose to hold seminars on your own or with referral partners, this is a great way to share your knowledge, help individuals develop a plan to eliminate credit card debt, and build your pipeline. This seminar provides startling statistics about credit card debt in America, a detailed plan on how to eliminate credit card debt, and examples of how to use home equity to eliminate credit card debt and increase monthly cash flow. Most individuals that carry credit card balances are ashamed of their debt and are often embarrassed to share this information with others. However, once they understand that they are not alone and are given a plan, these clients will be extremely loyal. Loan officers can target renters, homeowners, past clients, the local community or use the presentation to conduct joint seminars with Financial Planners and CPA's.

And for CMPS members, this presentation has been approved by the CFP Board! Every Financial Planner that attends this seminar, given by a CMPS member, will receive 1 hour continuing education credit toward the renewal of their license.