Revenite helps families free up money and get out of debt early so they can afford to save for retirement and protect everything important along the way.
We feel happiness can be found in living the life each person is meant to live.
The problem is, we have too many distractions: jobs, debt, bills, investments, retirement, etc.
We're here to help eliminate those distractions.
We're here to help set our clients free.
We teach people how to get every piece of their financial life in balance.
We hire and train people from all walks of life to reach our clients. We come
from the same places our clients do.
We are continuously updating our systems to make sure we're the only place
people can find these solutions.
We sell insurance.
We get people out of debt.
We find ways to free up money.
We help them save for the future.
We eliminate peoples' financial distractions so they can live the life they want.
We make it accessible to everyone.
We believe that if you make the sales force #1, all other problems will be solved. Honesty, integrity, and reliability are among several other qualities that we look for in potential representatives. While the rest of the industry seeks to recycle the same personnel over and over between companies, we feel there are talented people with the qualities we desire, who have no experience in the industry and have never even entertained the idea of working in the financial world. Most people view our industry as difficult to break into because of the high cost of licensing typically required to even interview at many companies. Because of this, we endeavor to provide a system where everyday, average people can “give a try” to the world of financial services without having to first get all the normal education, licenses, and certifications.
Our training is FUN! We believe that if people actually want to be at training, they will show up more often and therefore learn more effectively. There is a lot to learn, but people stick around and are more likely to succeed if they enjoy themselves while learning. Upbeat music, refreshments, a casual atmosphere, social events, and the most entertaining trainers around all add up to a training experience you will want to check out!
One of our slogans is “Finding Balance”. Traditionally, financial companies push products and services that they sell and do not even consider other options for a family that they cannot profit from. They do not care how their product or service fits with everything else a client has going on. Its like they are playing financial tug of war with families. This is where our Financial Solutions Proposal comes in.
How do we do it?
We can help with many areas of someone’s financial life. What’s important is how we use them together to help clients Find Balance. For example, does an investment company care if a family ever pays off their house? Of course not! But wouldn’t it be easier to retire without a mortgage payment? The problem is, that investment company wants all available money with no regard to balance. Does the life insurance company want a family’s credit card debt paid off? Same thing. They want the debt to stay so the client has a longer need for coverage. We can support all of these areas in one way or another to make sure the family Finds Balance in their financial lives. We do this through our FSP or Financial Solutions Proposal. Its an analysis that takes into account where they are and where they want to go and applies generally accepted financial principles to provide insight so that a family can help themselves do better financially.
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Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.
The FSP is designed to assist you in identifying your financial needs and goals so that you can make better decisions in managing your money. Your FSP will be developed based on the information you provide and on certain generally accepted assumptions and reasonable estimates. The FSP is provided to you as a complimentary no-obligation product by Revenite. The calculations and assumptions are based on your current financial situation and today’s economic environment, which are subject to change. We recommend that you review your financial needs and goals periodically to determine if you are making progress, especially when there is a change in jobs, a change in marital status, or an addition to your family. As time passes and your financial situation changes, you should ask your representative to do a new FSP to see how the FSP’s suggestions change. The FSP is not an application for any financial product. By separate application, you may apply for one or more of the products mentioned in the FSP presentation, and be considered under the applicable qualification criteria.