Welcome to the home page for the Master Mortgage Broker™ Certification Course
The MMB course is the only "Advanced" education/certification course in the industry for mortgage professionals or for other non-mortgage professionals (financial planners, insurance agents, CPAs/EAs/accountants, attorneys, etc.) who desire to learn about mortgages.
Most education/certification courses focus on everyday and typical mortgage broker topics. The MMB™ course educates advisors not only on the required mortgage topics, but also on other valuable topics mortgage brokers and other professionals should know about.
The WPI will be updating it's course material (as is needed from time to time due to the fact that advanced course material is fluid and needs to be updated when the tax laws change). For those interested in taking a course, it is recommended that you sign up and start the course online (they can all be completed online) and then come to the next in-person seminar that makes sense. In-person seminars will start again in the early part of 2008.
Why should you become a MMB™?
-So you can be seen as more than a commodity by your clients.
The MMB™ will allow advisors who sell mortgages to be seen more as problem solvers on multiple topics rather than an advisor who shops interest rates on mortgages.
The MMB™ educates financial planners, insurance agents, CPAs/EAs/accountants, attorneys so they can sell mortgages to clients and earn significant additional revenue.
Why else? -So you can attract higher income/net worth clients. Would you rather work with clients who make less than $100,000 a year and have homes with values of less than $125,000 or work with clients who make in excess of $200,000 a year and have homes worth more than $250,000?
Why else? -If you are one of the many advisors selling the "Missed Fortune 101" platform (by Doug Andrew), you will want to take this course. There are several flaws to the Missed Fortune approach and you will want to know them so you can sell "equity harvesting" the correct way to your clients.
Additional Revenue
Advisors of all kinds are missing out on a golden opportunity to increase their client flow and their revenue because they do not understand how to help clients with “advanced” planning.
If you are a mortgage broker, do you also have your life insurance and annuity license? If not, why not? Think about this, a mortgage broker has access to all of a client’s financial information. What does the typical mortgage broker do with that information? Process a loan? What should a mortgage broker do with that information? Show their clients how to protect, preserve, and grow their wealth. Many times preservation strategies will use life insurance and annuity products and the income generated from using these tools many times will dwarf what an advisor makes on selling the mortgage.
Look what others are saying about the course:
"The MMB course material was terrific and I highly recommend that other financial planners and insurance advisors take the course and learn the mortgage business. After going through the lessons, I am now armed with the knowledge to use the mortgage topic as a prospecting tool and an income generator. This will help me open up my practice to be more full service to my current and new clients and will increase my annual income. Thanks for your efforts in putting the course together."
Terry Riely, CWPP, CAPP, MMB, CFP
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I have been an advisor in the financial industry since 1984. I own a mortgage company and credit repair company; founded a not-for-profit counseling organization, and am licensed as both a real estate and insurance agent. I have a master’s degree, have been through many seminars and educational courses, heard many speakers; however, having now completed the CWPP course, I can say that this rounds-out my education in a way no other compares. The Asset Protection Society and Wealth Preservation Institute pushes the professional to a higher level of competency enabling them to better advise and serve their client. At a time like no other, this is what the financial industry needs. I highly recommend APS / WPI course work to anyone who advises clients about their financial future.
I tip my hat to you and your efforts as founder and co-founder of the organization.
Tim Hensley
Capital Republic Financial Group
It’s easy to become the team leader when you are a MMB™
You will know many vitally important topics that have to do with real estate. Topics such as charitable planning to defer or reduce the capital gains taxes on the sale of real estate or Intentionally Defective Grantor Trusts (IDGTs) which help with capital gains tax planning and can create a larger income tax favorable retirement income stream.
You will learn the proper use of a LLC for Asset protection. Think about it, shouldn’t a mortgage broker who deals with real estate on a daily basis know how to protect real estate assets from creditors and taxes? Wouldn’t that make the mortgage broker a more valuable broker to a client? The WPI believes so.
What about practical education?
The WPI prides itself on providing useful practical advice that helps advisors set themselves apart from others. MMB™ advisors will know every document at a real estate closing. By doing so, the MMB™ will help clients avoid pitfalls that many times kill deal/closings. This will help a MMB™ set themselves apart from their competition, but also will help them make more money by closing deals that would otherwise fail.
How long is the course?
The course is a two-day educational course which can be taken online or in-person.
When can you sign up to take the MMB™ course?
The next in-person seminar will be announced shortly.
The retail price of the MMB™ course is $999; however, in an effort to get the ball rolling with its newest designation The WPI is going to make you an offer you can’t refuse.
For those who sign up for one of the first few in-person courses or those that sign up to start the course online, The WPI will allow you to take the course for the low price of $750.
To pre-register for the course, please e-mail info@thewpi.org. |
