Submit Your Client for The Maximized Cashflow Strategy Access
Whether you’re leading the case or just referring it in, this is where it all starts.
You’ve signed the Agent Partnership Agreement, now it’s time to begin helping your clients.
Use this page to submit client information, assign a Tier, and grant them access to our Maximized Cashflow Strategy. Once submitted, we’ll guide them through the program and work with you based on the Tier you selected.
Whether you’ve already collected a Cash Flow Worksheet, or are just getting them started with education, we’ve got you covered.
Choose One of the Following to Begin:
Submit Client for Course Access Only
For clients who haven’t completed a Cash Flow Worksheet yet.
They’ll get access to the Maximized Cash Flow Strategy Course and will complete the worksheet at the end of the course.
Submit Client with Completed Cash Flow Worksheet
If you’ve already collected the client’s full financial breakdown
This allows us to begin analysis immediately and fast-track the review process.
Need Help Deciding?
If your client is still early in the discovery process, choose Course Access Only.
If they’re ready for review, and you’ve already gathered key financial info, use the second option.
Trust & Privacy
We respect your client relationships.
We will never market to or solicit your clients outside of the Maximized Cashflow Strategy conversation, and they will always be tied to you within our system.
Change the way you think about your finances, and it will change your life!
~ Let no man seek the good of his own, but that of his neighbor. 1 Corinthians 10:24 ~