This is for the Financial Professional who wants more control over their clients and wants a dearer commission structure than the Value Option, but doesn't want to get accredited to introduce debt financing themselves. We offer a Tandem Uehling co-branded licensed finance consultant that resides at their site, becoming their own on-site financing professional.
- Adviser provides for a laptop, software, telephone, office space, PI insurance and their commitment to open their client database for sales.
- Allow the finance professional to proactively service their client base where debt financing products will benefit them.
- The finance professional takes up all the responsibilities of the Wealth Option.