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.

Process:
1. Adviser provides for a laptop, software, telephone, office space, PI insurance and their commitment to open their client database for sales.
2. Allow the finance professional to proactively service their client base where debt financing products will benefit them.
3. The finance professional takes up all the responsibilities of the Wealth Option.