Dear MoneyTrax Advisor:
If you want to grow your business with the powerful concepts incorporated in the "Circle of Wealth" principles and you appreciate the teachings of Don Blanton as much as we do, you'll definitely want to join more than three thousand financial advisors who rely on KendallTodd to assist in the Mortgage Planning needs of their clients.
Mortgage Planning means analyzing the mortgage and equity in the home to help the client manage their liabilities, to increase cash flow to further develop their assets, and assist your client to meet their financial goals. This approach is a perfect compliment to the Mortgage Master module of the COW approach and gives you access to a full compliment of mortgage products available from the nations largest telephone-based lender, in all 50 states. We invite you to enroll in the Mortgage Planning Program now, at no cost (a $200 savings), compliments of MoneyTrax. Simply click on "Enroll Now" below and submit your contact information. You will immediately receive a Welcome Letter and QuickStart Guide to enable you to begin integrating Mortgage Planning into your practice. 
KendallToddEnroll Now
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Use the KendallTodd Scenario Desk to generate a 4 page, presentation quality Mortgage Plan for yourself or any of your clients or prospects, simply complete the Mortgage Planning Analysis form and fax it to the Scenario Desk. Within 24 hours you will receive a 4 page, presentation quality, Mortgage Plan indicating potential savings from converting from the current liability structure to a recommended structure. Mortgage Planning Analysis form Once you are an enrolled Mortgage Planner, you will want to let your clients and prospects know about this valuable new service. Download an Introductory Letter which you can use as is or edit to announce the availability of the service. Mortgage Planning Introductory Letter See how simple this program really is, download our one page 5 Step Brochure on how you can begin immediately managing the liabilities of your prospects and clients. 5 Step Brochure
Todd Ballenger is interviewed by "The Money Insider"Todd Ballenger, KendallTodd CEO, is interviewed on the subject of how Liability Management concepts, in the hands of financial advisors, help Baby Boomers and others overcome misunderstandings about the mortgage and assist them in meeting their critical financial goals. Read the full interview by clicking on the following link, or, if necessary, pasting it into your browser address bar: http://themoneyinsider.com/interviews/ballenger.htm
Supercharged Mortgage Planning Training Webinar for MoneyTrax Advisors:
Recently, KendallTodd presented a Mortgage Planning Training Webinar exclusively for MoneyTrax users. More than 40 advisors learned how the mortgage can be analyzed to assist clients in funding their financial goals. They learned the simple, 3-step process for finding money for their clients and a powerful, new way to view and analyze the $8.63 Trillion presently "invested" in home equity. The entire one hour Web and audio presentation was recorded and is now available for you to access by clicking on the following link, or, if necessary, pasting it into your browser address bar: http://www.kendalltodd.com/downloads/mt717.wmv Many of you will feel too busy to take the one hour to view this presentation. You can run it in the background on your computer while working on other things, organizing your day or lunching at your desk. We know from the enthusiastic response of those who attended, this will be an hour well spent.
Read KendallTodd's Published Liability Management ArticlesTodd Ballenger, CEO of KendallTodd, has been named a Contributing Editor of Registered Rep Magazine, the investment industry standard read by over 137,000 financial advisors. His monthly column focuses on Liability Management issues and concepts. Todd’s focus is on practical ways to build your practice by helping your clients find money to meet their financial goals. Below are links to current columns. Check back each month for the latest article.
The Circle of Wealth Mortgage:The Circle of Wealth Mortgage Program is available exclusively through KendallTodd for MoneyTraxTrax advisors. This program is structured to give clients the piece of mind of a 30 year fixed interest rate with the cash flow of the first 15 years requiring interest only payments.
Enroll Now
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