Independent Affiliate Website of Swift Pay Off LLC

WeXL Financial Ongoing Services…..More than just a software!

 

New Client Orientation

After becoming a client, an expert Advisor will provide an over the phone software orientation. It will include a system and software training. You will learn how to use the software and how to set it up for your personal situation. In addition, the advisor will go over the overall financial plan and show you how to make decisions and investments with the new software. It also addresses sound financial decision making in an effort to help you maximize the savings and your investments with the MCA.

 

Professional Customer Support

In order to maximize the benefits of the system, you need to make sure you are using it correctly. Although the software is very user friendly, you may have questions from time to time. Our professional customer support allows you to call an advisor with any question you may have or help you may need for life.

 

Financial Coaching

Sometimes financial decision making requires financial coaching. At times it is nice to discuss a large purchase (car, move, boat, home improvements….) with a professional to understand how it will effect your short-term and long-term goals. WeXL Financial offers professional financial coaching to help you make the right decisions. A simple call will help you input the buying decision into the software so you can see the effects on your financial plan.

 

Retirement Counseling

At your discretion, SFG offers the services of a retirement specialist who will visit and consult with you for NO additional fee about different retirement options that are available to you. This service is included as part of the Mortgage Checking Account system and paying off your home is critical to a comfortable retirement. Let us show you how the software can free up investment capital. Can you imagine paying off your home in half the time AND accelerating your retirement simultaneously? Our retirement specialists will show you how!

Educational Game

To help our customers achieve their financial goals we use a real life simulator in the form of a board game called Perpetual Wealth. This game reinforces the principles of Liquidity, Freedom and Wealth, through relevant emotional practice experienced through game based learning. This game gives our customers the best opportunity to apply the principles of Perpetual Wealth into every day life. Perpetual Wealth allows principles to be taught, learned, and assimilated at a rate conventional teaching could never accomplish.

 

Ongoing Software Updates

Because the software is web based, you will receive occasional notices of updates and improvements to the software. There is no additional charges to you for these improvements. All updates are made to improve your experience and results with our program. The planned updates and improvements are many and will be substantial over the years to come.

 

Selling your home? Have multiple homes?

You may use this system on up to 3 homes before having to purchase it again. So go pay off your current home, move and buy investment properties, and this system will go with you. The system will build equity in any property. When selling your current home, simply call an Advisor and we will walk you through the closure of your current home and get your new home set up on the system. There is no charge to use the system for multiple properties or to move it from one property to the next.