To submit a Financial Services case such as SRP or Corporate Loans it is always best to remember that to make sure your client would be best served we will look at the complete suite of Stryde and GMG services. We don’t look at individual services, this is cost effective for both us and the client.
There are 2 main steps to follow to ensure we have the proper information to process your client's Financial Services case.
- Utilize your landing page (found in your toolbox) to have the Client fill out their information which will provide a benefit estimate and that will generate a Client Card, the more savings we are able to capture for the client across the board the more we can assist them in funding an SRP.
- Request the Financial Service that your client is seeking here at Support once the Client activates TMS from the landing page and add a Note to their Client Card to document your request.
Following these steps will allow Stryde and GMG to make sure that your client is in the best possible position to receive the Financial Service needed to grow their business or ensure their retirement.
See also...
Stryde Retirement Program Overview
How do I present SRP to a Client?
Stryde Loan Underwriting Form for SRP
Corporate Loan Overview Overview
Financing Intake Form - Commercial Real Estate, Business, & Equities Portfolio Financing