Beyond the Mortgage: Partnering to Serve Clients After the Close

This event is for independent mortgage brokers, loan officers, and branch managers who want to increase client lifetime value beyond the lending cycle.

Most brokers stop at the clear-to-close. Global Financial Impact helps you extend the client relationship with retirement income and wealth accumulation strategies, life insurance, advanced planning, debt reduction strategies, and more.

What you'll learn:

• Our approach to educating people on the fundamental mechanics of money: compound interest, taxation, and how it grows
• Alternative strategies for maximizing growth while ensuring protection from loss
• How GFI is redefining the financial industry
• The requirements to join our mission to help 100M people become financially independent