Hand Off to Your Pro Partner
Many times, we run across niche opportunities that just fall in our lap, but clearly, we know they’re not in our wheelhouse. Instead of avoiding complicated Life cases or Strategies, Define Benefit Plans, Cash Balance Plans, DST’s, QOZ’s, 401K Rollovers, or even cases that may require the expertise of an attorney or CPA, you can hand off these opportunities to Professional Partner and keep moving with your core business! This hands-off approach with your Pro Partner is structured as a 50/50 split case, NOT BAD… knowing your Pro-Partner has a vested interested in getting the case done. It doesn’t get any better than that!
With our Pro-Partnership Program, you can capitalize on these amazing opportunities that tend to be much BIGGER cases with an expert on your team!
It’s easier to reach the top of the mountain when working with a Pro-Partner.