Call for ABN Agents
Join Us as a Referral Agent!
Do you have a pre-existing sales network, contact list, or established market for an award-winning securities portfolio credit line program?
We Offer Great Paydays for Referrals!
Why not join us today and present our easy-to-use, state-of-the-art LeverageLine program to your stock-portfolio-owning clients like thousands of other financial professionals have done with success here at A. B. Nicholas. .
It’s quite simple: You refer, we do the rest, including reporting your client’s progress and your earnings to you through an automated Agent portal. It couldn’t be simpler… or more secure
Become ABN-Certified First
You are welcome to refer without being certified, but we cannot pay you a referral fee if you are not. This is part of the regulatory regime we have agreed to abide by as a condition to referring our clients into licensed lending institutions.
Our business must therefore abide by regulations set by the SEC and the licensed public brokerages and banks with which we have partnered. Practically speaking, this means that all applicants will review a training and compliance video (one hour) and take a simple 20-question multiple choice test for certification and from that point you may receive referral fees — 1/3 of all fees we receive, typically 1-2% of the final funding we will have delivered to the client, due at time of funds delivery (payable from the credit line or a card or ACH).
This testing and training platform is not free, so you’ll be asked to pay a nominal Agent one-time application fee of $35 at the time you register. This will load the training video, which you are free to watch as often as you like. Next, when you are ready, you’ll click to take a 20-question multiple choice test. All Agents are required to pass this test with a score of 100, and may take it as often as needed until this is reached.
But once certified, you’re certified for good (and the test isn’t hard). Should any client in the future ask your relationship to A. B. Nicholas or our lending partners, you are certified and authorized to refer clients to us in exchange for a success fee at the end.
Qualify… Then Step Back and Pass Them to Us
You need do nothing but refer qualified portfolio owners and step away; we pay you 1/3 of all fees automatically on every client you refer into our program of licensed lenders. Payments are made directly by AHC to your account immediately. (View sample earnings here).