Insurance Audit Information

In planning for a successful funding campaign, you must expose your investment opportunity to enough investors.

The Kugarand Theory of Investing states that for every …

1 investor who invests,

3 say they will invest, and

15 investors were exposed to your investment opportunity to get to the three to get to the one Investor who actually invests.

For example, if your company is raising $1 million dollars and has a minimum investment of $25,000, then your company is seeking 40 investors,

($1,000,000 / $25,000 = 40). For your company to get the 40 investors to invest, you will need to exposure 600 investors to your investment opportunity,

(40 x 15 = 600 investors).

Find out how many investors you will need to expose to your opportunity using this formula.

A = How much money are you raising?

B = What is your minimum investment amount?

A/B = C

C = Number of investments needed

C * 15 = Number of investors who need to be exposed to your investment opportunity

Now that you understand exactly how many investors need to be exposed to your investment opportunity, you can plan accordingly.

Investor relation campaigns expose, generate and promote investment opportunities to investors through strategic planning of your company’s investment opportunity. Activities to gain exposure include:

? Participation in investor events

? Customized investor events

? Press releases and promotion

? Direct mail campaigns to investors

? Email marketing campaigns to investors

? Investor phone calls

? Web marketing

? Investor interest articles

? Public online investment portals

? Private secure online investment portals with confidential investment information and due diligence documents

Investor relations campaign should include the following:

? Simplified method to communicate opportunity to investors so they will take the time to learn enough about the opportunity to be enticed to invest more time in learning more.

? Combination of group presentations and one on one investor meetings to provide an opportunity for the client to “tell their story”

? Passive marketing to the interest areas of the investor community through email, press releases, and interview on radio and TV broadcasts.

? Direct Mail to reach those investors that do not respond to other means of communication, targeted based on geography and industry preference.

? System to capture investor interest and respond accordingly

? Ongoing communication strategy to communicate updates to investors so they can see the progress and move a semi-interested investor to an interested and motivated investor

? A centralized point of information so that no matter how the investor first hears of the opportunity they have a source of information they can go to.

Learn more at www.launchfn.com

Having the edge when it comes to providing your Mortgage Broker Company with exclusive and quality real time mortgage leads will bring great success. The success will be for you, your company and the customers that you will acquire through effective data. Knowing information when it happens is important in making the right connection with the customer. When you choose exclusive leads you will know that your company will be the only one contacting these customers. Even if you choose semi exclusive real time leads you will be one of 4 companies that will be able to make first contact with those leads and acquire them as customers.

Effective business comes when information is giving and acted upon in a timely manner. Once you have the information you need with mortgage leads you will be able to give your company the edge it needs to beat the competition to finalize transactions as quickly as possible. Receiving exclusive mortgage leads from a reliable company means that the information is your company’s only. Also it means that the leads will be quality leads with accurate information to convert the lead. There is no doubt that having a company that provides this data for your business is a valuable asset. Selecting to receive exclusive leads may cost more however yours will be the only company that will be contacting these consumers to become satisfied customers.

There are other options when it comes to receiving lead information that will give your mortgage broker company the edge. When you can receive right now lead information you can choose to have semi exclusive mortgage leads. This information is still accurate and with the best quality only you will be competing with 3 other companies for this consumer’s business. With your company’s quality sales team you will be able to convert these leads into customers that are happy with the timely service they received.

There are reliable mortgage leads that you can receive to advance sales and to help consumers meet financial needs. Taking advantage of these resources is important to the success of your mortgage broker company. Lead information that happens right now will allow you to connect with consumers before other companies and maybe even before they decide to go a different route. The information you can give to them will help them answer questions and being the first company to respond to their need will give you the open door to answer those questions.

Creating the edge for your brokerage is possible when you have a company that provides you with the valuable information such as exclusive real time mortgage leads and semi exclusive leads. This information will allow your brokerage to be the only or one of the few that has the services these consumers need to contact them. You may choose the option that means more competition if that is the case this is the time for your company’s sales expertise to shine. Take advantage of quality leads to bring the edge to your mortgage broker company.

Many who consider becoming involved in the cash flow industry as private note finders have no concrete understanding of what a note is. Some simple education on the matter however, can help new note finders get started on the path to success in the note business.

When professionals in the cash flow business refer to a “note” they are not talking about love notes, music notes, or a “note to self.” In the language of the private cash flow business the word “note” is shorthand for promissory note. While it is easy to get tripped up in the various types of notes, this term refers to an official IOU; the right to collect payments based on terms outlined in the promissory note itself. In most cases a note is secured, meaning the borrower stands to lose something if they fail to make payments in accordance to the terms of the note. The security can be any form of property including cars, boats, planes, or real estate. While some venture into niche markets, the type of note most finders work with is the real estate note because they are well secured and it’s easy to find note holders and buyers.

A real estate note, commonly called a mortgage, trust deed or land contract, is simply a note that is secured by a home, vacant land, or other type of real estate property. These notes are very attractive for buyers and finders for numerous reasons, with one of the most prominent ones being the sheer volume created on a daily basis. Additionally, in most circumstances, real estate notes are more secure because real property tends to appreciate in value and is fixed in location, whereas many other types of property (like cars) tend to depreciate and can be easily moved. Buyers want to get the most bang for their buck which is why many of them choose to work with real estate notes. They know that should a borrower fail to make payments it would be more realistic for them to recuperate their invested funds by foreclosing on a single family home than on farm equipment. It’s also much more difficult for a borrower to hide a house than a tractor. Smart note finders know to look for what the buyers want – and real estate notes are often it.

Regardless of the specific area within the private cash flow business new note finders choose to explore, they must understand that many of the people who own notes and collect payments aren’t aware of what exactly it is they have or their right to sell those payments. The well informed note finder will be able to clearly address all of those questions and match that seller with an interested buyer for the incoming payments on their promissory note. Once a new note finder has the basic understanding of what a note is it is time to start developing the additional skills needed to start and maintain a successful note referral business. First up is learning how to use all of this new information to locate note holders and refer them to buyers interested in purchasing their monthly payments.