Why We Partner
Springwater Capital believes in working closely with other retirement planning professionals, and their clients, to deliver the necessary education and to offer the best opportunities to anyone hoping for or already in retirement. Your clients trust you. We want to provide you another trusted arm as a value-add to your business. In turn we want to understand your business services. This allows us to serve your and our clients better than anyone else. Together we win.
While laws prevent each of us from sharing fees with one another, there are valuable resources we can provide you that convey confidence that Springwater Capital is the trusted source for HECM programs for your business and clientele.
Online partner portal to access current and timely information
Get everything you need for your clients through your firm’s login.
Access to professional literature and guides for your business and clients
Download copies of current guides, booklets, and pamphlets. Request free professional printed materials for your offices to provide to your clients.
Success stories of clients using an HECM loan and other financial products
Every client is a different success story. We share these stories so you can identify with your clientele to see how to apply strategies to them.
Free onsite or online training for your business
A reverse mortgage is complex and often misunderstood. We provide the training you need so that you can speak with confidence about them to your clients.
Request scenarios to use for discussions with clients
Enter client scenarios and we’ll generate proposals immediately by PDF so you can review them with your client.
Submit new client information to Springwater Capital directly
Refer business with ease online. Enter information securely and submit. Our system will send an email to an advisor and to the client that we’ll be in touch.
Schedule us for private client meetings
Need us to meet with you and your client privately? Lookup our schedules online and find a time that works for you.
Schedule us to host a workshop for your firm or clients by day or evening
We can host a workshop for many clients at once or for your firm. We bring the materials and presentation.
Schedule us to meet a client over breakfast, lunch, or golf. We host it.
Sometimes a breakfast, lunch, or round of golf is the best way to connect with one another and to get personal. We’re happy to host casual client meetings.