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Fact Sheets

We know you need materials that speak to your needs. So we’ve created some one-page .pdfs for you.

Lending Money From Trusts
Making loans from trusts is a common practice for financial advisors and estate planning attorneys. We make it easy to document and collect payments for these loans so you don't have to.

Advisor Overview
The basics. In one place. Who we are, what we do and how we can help you.

Advisor Pricing
15% off set-up fees when you make the referral.

Family Financing
Got clients making home loans to relatives? We can make the process smooth and hassle-free.

Private Loans
Got clients making business or personal loans? Send ‘em our way

Virgin Money Retirement Mortgage
If your clients are helping to fund their parent's retirement, or if you're looking for a unique estate planning tool, this is the solution for you.

Virgin Money Student Payback
A family solution to college loan repayment

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Conference Schedule 2008

NAPFA West
September 3-6, 2008

Schwab IMPACT
September 23-26, 2008

FPA National
October 4-7, 2008

NAPFA NE
November 11-14, 2008

This Month's AFR

August 2008

Compounded Monthly

Short Term  2.51%
Mid Term     3.49%
Long Term   4.49%

View Detailed Report

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