Di Lending

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The Business Loan

Strategy
The sales opportunity:

Establishing a referral arrangement with


lenders for business loan protection
sales is a win-win-win: of loans covered: Term, variable rate,
balloon, commercial mortgage, lease
helps manage loan risk without financing and those for working capital
adding to their administrative workload or increase in inventory.

helps protect their business against the Benefit amounts: The maximum
unexpected (and maintain financial aggregate benefit is
health)
Receiving benefits: Benefits can be
helps grow your client base and create reimbursed to the business owner or
referral opportunities assigned directly to the lending
institution for easier administration.
Business Loan Protection
Features: The Business Loan Protection
It covers loans taken out for business- rider can help:
related expenses, such as:
Manage loan risk by transferring that
Purchase or expansion of a risk to Principal Life in the event of a
practice or business borrowers total disability
Purchase of expensive equipment
Provide a safeguard to reduce the
Facility renovations
likelihood of a loan defaulting (which
An increase in working capital or
may help lenders extend more loans).
build-up of inventory
Purchase of a building or land for Plus, with a referral relationship,
a business lenders are not responsible for any
additional costs or paperwork. They
simply refer borrowers to you.

Types

Registered Representative/Securities offered through Signator Investors, Inc., Member FINRA, SIPC. Modern Money Concepts is an independent firm affiliated with
John Hancock Financial Network Offering John Hancock Insurance Products. 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034. (248) 663-4700
The Business Loan
Strategy

Registered Representative/Securities offered through Signator Investors, Inc., Member FINRA, SIPC. Modern Money Concepts is an independent firm affiliated with
John Hancock Financial Network Offering John Hancock Insurance Products. 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034. (248) 663-4700

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