MORTGAGE ORIGINATOR TO FINANCIAL ADVISOR

Mortgage Protection Insurance Cross Sell Of Financial Advisor At Closing

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Hi (Client's name),
Congratulations! There is one more thing we should discuss that I think is extremely important. Now that you've closed, your loan information becomes public record, so you are going to get bombarded with Mortgage Protection Insurance solicitations.
We feel that it is very important that you speak with a reliable, reputable advisor on this. I'd like to make the introduction to someone that we know and trust. They will be a valuable resource to you, and it will be time well spent. Would that be okay?