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>Borrowing against eligible assets in your investment >portfolio can give you a source of liquidity so that >you have the flexibility you need to respond to >business and personal opportunities or to meet other >financial needs. > >By using your assets as collateral, it allows you to >avoid disturbing your underlying investment strategy >by not having to sell or liquidate the securities in >your portfolio and can allow you to defer potential >capital gains taxes without having to change your long >term investment strategies. > >Securities Backed Loan Programs are smart & simple: >• The application process is quick & simple >• Most clients receive a decision within a few days >• Easy access to funds >• Competitive interest rates (as low as 1.55%) >• No upfront fees or 3rd party vendor charges >• Monthly or Quarterly interest only payments >• Retain current and future value of your assets >• Reduce servicing costs by using interest & dividends >earned to service the loan >• Fixed Term or Credit Line options available >• Fixed or Adjustable interest rate options available >• Little or no credit qualifications required >• Higher LTV’s than Margin Loans offered by Securities >Brokers >• No Margin Calls >• Minimum loan amounts from $25,000 to $250,000 > >These loans can be used for a variety of purposes >including the following: >• Finance the purchase of a home or commercial property >• Finance the remodel or construction of a home or >commercial building >• Alternative to expensive Real Estate Bridge Loans >• Refinance existing mortgages & high interest debts >• Purchase or state a business >• Providing working capital or other funding needs for >a business >• Fund retirement accounts, annuities or purchase >insurance policies >• Purchase luxury goods such as yachts, autos, >airplanes, art work & more >• Fund educational expenses such as college tuition >• Take a much needed vacation or other family event > >Restrictions and unapproved uses for these loans: >• Can not be used to purchase or carry securities or >bank instruments >• Can not be used to fund the trading of securities or >bank instruments >• Can not be used to refinance debts used to purchase >securities or bank instruments >• Can not be used to enter PPP’s or investment >programs that do any of the above > >Securities must meet the following requirements to be >accepted: >• Owned at the time of submission and can not leased >or have a purchase pending >• Not held in a retirement account >• Transferable to the Lender, no block & hold requests >or MT760’s >• Have sufficient or adequate Market Valuation >• Securities to pledged as collateral are not to be >flipped or sold in near term > >The following are the only types of securities that we >accept as collateral: >• Publicly traded Stocks (U.S. & select International >Exchanges) >• Mutual Funds >• Bonds & Medium Term Notes (MTN) >• U.S. Treasury Instruments (Bonds, Bills & Notes) >• T STRIPS > >Please note that we DO NOT accept BG’s, SBLC’s, CD’s >or other Bank Instruments. >Loans are provided directly from either our Bank or >several Private Lenders, there are no Broker Chains. > >Referrals are accepted from Professional >Intermediaries who are direct to the client, NO BROKER >CHAINS ACCEPTED. > >To submit a loan request or to become a Referral >Partner please contact me by phone or email. Clients >and referral sources outside the U.S. please contact >us by email. > >Michael Rowe >(619) 630-4644 >loanrequests@gmail.com > >Poster is not a licensed Securities Broker-Dealer, >Investment Advisor, Tax Advisor, Legal Advisor, >Mortgage Lender, Realtor or Commodities Broker-Dealer >and does not provide related advice or services not >limited to the purchase or sale of securities, bank >instruments, real estate or commodities. Loans are >subject to credit approval and collateral maintenance >requirements based on the respective loan program. > >Monetize Securities, Monetize Stocks, Monetize Bonds, >Monetize US Treasury Bonds, Monetize T STRIPS, >Monetize MTN, Monetize Medium Term Notes

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