Earn More From Every Client — Without Changing Your Real Estate Business
Add life insurance, mortgage, and homeowners insurance licenses to your real estate practice — and become the trusted professional families rely on long before they BUY or SELL a HOME.
This is NOT a career change.
This is NOT a side hustle.
This does NOT replace real estate.
This training shows licensed real estate professionals how to expand their role, increase income per client, and strengthen long-term relationships — without changing how they sell homes.
Most Realtors Are Already Having These Conversations — They’re Just Not Getting Paid for Them
As a Realtor, you’re trusted at some of the most important moments in a family’s life:
• First-time home purchases
• Growing families
• Refinances and relocations
• Downsizing and retirement
These moments naturally lead to conversations about protection, mortgages, and coverage — yet most Realtors refer this out and lose both income and long-term relationship control.
This training shows how to keep that relationship, serve your clients more completely, and monetize conversations you’re already having.
One Client. Multiple Needs.
One Trusted Professional.
Through this program, qualified real estate professionals can add the following licenses:
• Life Insurance License
• Mortgage License
• Homeowners Insurance License
Instead of handing these opportunities to third parties, you become the point of trust for the entire household.
This creates:
• More income per client
• More referrals
• Stronger, long-term relationships
• A competitive advantage in your real estate market
Agent-Focused Training & Ongoing Support
You’ll receive structured, Realtor-specific training designed to help you expand your role not replace it.
Our program is built specifically for licensed real estate professionals who want to add life insurance, mortgage, and homeowners insurance licensing into their existing business.
We focus on real-world application, not theory.
You’ll learn how to introduce these conversations naturally, stay compliant, and serve your clients more completely — while continuing to operate your real estate business exactly as you do today.
We Help You Get Licensed — Without the Financial Burden
Getting licensed doesn’t have to be expensive or overwhelming.
Through FinBiz Solutions, qualified real estate professionals receive support with the licensing process for life insurance, mortgage, and homeowners insurance — so you can expand your services without taking on unnecessary upfront costs.
We help guide you through:
• Pre-licensing education
• Fingerprinting and exam preparation
• Licensing requirements and next steps
You focus on studying and passing.
We help handle the rest.
Guidance That Helps You Become a Trusted Financial Resource for Your Clients
You’ll receive ongoing guidance from professionals who understand how to integrate financial protection and lending conversations into an existing real estate business.
Our support is designed to help you confidently introduce life insurance, mortgage, and homeowners insurance solutions at the right moments — without disrupting your role as a Realtor.
The goal is simple:
To help you become the trusted person families turn to for guidance long before they’re ready to buy or sell a home.
With real-world support and practical direction, you’ll know exactly how to serve your clients more completely while continuing to grow your real estate business.
Expand Your Role. Increase Your Value. Strengthen Your Long-Term Business.
This isn’t about changing direction — it’s about expanding the role you already play.
By adding life insurance, mortgage, and homeowners insurance licensing, you increase your value within every client relationship and extend your relevance far beyond a single transaction.
Instead of being involved only when a home is bought or sold, you remain connected to families through major life and financial decisions.
The result is long-term growth built on:
• Stronger client trust
• More repeat and referral business
• Increased income per household
• A more resilient real estate business
You continue to grow — not by doing more transactions, but by becoming more valuable to the clients you already serve.
Hear from licensed Realtors who are expanding their role — without changing their business.
James R.
“Before this, I was already having conversations about protection and financing — I just didn’t feel confident navigating them. The training helped me understand how these licenses fit naturally into what I already do as a Realtor. I feel more prepared, more valuable to my clients, and more confident in long-term relationships.”
Monica C.
“This didn’t feel like starting something new — it felt like filling in gaps I already had. I now understand how life insurance, mortgage, and homeowners coverage connect to my clients’ needs, and I’m able to have better conversations without disrupting my real estate business.”
Thomas K
“What stood out to me was how practical the training was. It wasn’t salesy or overwhelming. It helped me see how to stay involved with my clients beyond a single transaction and position myself as someone they trust for guidance — not just contracts.”
Frequently Asked Questions from Real Estate Professionals
Clear answers to common questions about licensing, time commitment, and how this fits into a real estate business.
Is this a new career or a replacement for real estate?
No. This is not a career change and it does not replace your real estate business.
This program is designed to help licensed Realtors expand their role by adding life insurance, mortgage, and homeowners insurance licensing — so you can better serve your clients and increase income per relationship while continuing to operate as a Realtor.
Do I have to stop selling real estate to do this?
Not at all.
You remain a Realtor first. This training shows how to integrate additional licenses into your existing business at your own pace, without disrupting how you currently generate listings, buyers, or referrals.
How much time does this require?
The time commitment is flexible and depends on how much you choose to integrate these services into your business.
Some agents use this as an occasional value-add for select clients, while others choose to be more involved. The training is designed to fit alongside a busy real estate schedule — not compete with it.
What licenses are required?
The program focuses on helping qualified real estate professionals obtain:
• A Life Insurance License
• A Mortgage License
• A Homeowners Insurance License
You are guided through the licensing process step by step, with support available throughout.
Do I need prior experience in insurance or finance?
No prior experience is required.
The training is designed specifically for real estate professionals and focuses on practical, real-world application. Everything is taught from the ground up with guidance and ongoing support.
Is there an upfront cost to get started?
FinBiz Solutions provides support with licensing-related expenses for qualified individuals, including education and exam-related costs.
Specific details are covered during the training so you can make an informed decision with clarity and transparency.
Is this sales-focused or high pressure?
No.
The approach is education-based and relationship-focused. You’ll learn how to introduce conversations naturally, stay compliant, and prioritize your clients’ needs — without aggressive sales tactics.
Who is this a good fit for?
This training is best suited for licensed real estate professionals who want to:
• Increase income per client
• Strengthen long-term client relationships
• Add value beyond a single transaction
• Position themselves as a trusted resource for families
All without changing their real estate business.
See How This Fits Into Your Real Estate Business
Watch the free agent training to learn how licensed Realtors are expanding their role, strengthening client relationships, and increasing income per household — without changing how they sell real estate.
This session is designed to give you clarity, not pressure, so you can decide if this approach makes sense for you.