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What if a mortgage company could truely offer up services to meet most clients financial needs? Would you use this service and keep it under one roof using one go-to guy you trust?

I have noticed companies touting the fact that they offer mortgages, life insurance and investments all in house. This intrigues me with the cross marketing possibilities.

Has anyone considered this or is anyone currently doing this?  Do you think this is a value added service you could offer to your clients? How many clients have life insurance? - not many i bet....  What if you could sell a life insurance policy , one that is actually good for the client - and roll a few years payments into a cash out refi?

please join in on this as many of us would like to know everyone's opinion....

 

MORTGAGE ADVICE - PROBLEM SOLVER 

 

High Quality Advice - Proven Results

             

contact me directly - 301-332-9540

email me directly - lewis@lewisporetz.com

 

"I am not in the mortgage business - I am a highly skilled mortgage banker who is in the customer service business."

 

 
Post is included in group: MarylandLenders

1 Comments on mortgage, life insurance and investments all under one roof?

SEP
04
2007
447,818 Points 36 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Lewis,

What comes to mind is the old saying: "jack of all trades" these much licensed charlestons would have us forget that the next line is "and master of none!"

Bill

William j Archambault Jr

The Real Estate Investment Institute

First National Mortgage Sources

1:44am • #1

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