For Advisors, Consultants, and Connectors Who Want a New Revenue Stream — Without Changing Their Core Business.
Refer serious lenders. Help them license the DCIM Strategy. Get paid on access and licensing.
25–40 minutes. Walkthrough of the role, fit, compensation, and next steps. The Partner Brief and intake link are delivered after you book.
Policies by A-rated carriers.
One deal. One lender.
Zero exposure
Lending brokers with private lenders in their network
Capital connectors and introducers
Real estate and private credit operators who speak with lenders often
Advisors and community leaders with lender audiences
No license required. Your role is introductions and relationship follow-through.
What You Earn
Partners are paid on strategy access and licensing.
20% of the Trade Secret access fee
Current access fee: $12,500 → Your share: $2,500
20% of the license fee
Examples using current cohort and post-cohort pricing:
Solo Architect: $25,000 → $5,000
Enterprise Desk: $50,000 → $10,000
Sovereign: $100,000 → $20,000
Post-cohort:
Solo Architect: $50,000 → $10,000
Enterprise Desk: $100,000 → $20,000
Sovereign: $200,000 → $40,000
Payment is tied to cleared funds. Rates apply per the current pricing schedule.
What The Role Looks Like
Your responsibilities
Identify a lender who wants stronger downside protection on business-purpose loans.
Warm the introduction and book the lender into a private briefing.
Stay engaged with your contact and follow up until the access fee and license are purchased.
Use the talking points and intake link provided after your partner call.
Keep messaging tight. No product claims. No pooled-capital language.
Our Commitment To You
Clean intake and booking flow
Brief delivered after booking so only serious parties see it
Status updates so your follow-ups stay on point
(Booking-first CTA and routing are proven ways to lift qualified conversions.
U.S. Borrower Only
This structure is only available to U.S.-based business borrowers. Your investor can be international—but the borrower must operate within the U.S.
Help Your Investor Network & Earn High Commissions
Give your lenders a structured way to protect capital on higher-risk business-purpose loans
Keep yourself in the center of relationships without extra operational load
Add a new income stream from deals you already influence
How It Works
1. Schedule your partner call
Quick fit check. Compensation and workflow reviewed. Brief and intake link sent after booking.
2. Make the introduction
Use the provided intake link or have the lender book their private briefing.
3. Follow through
You stay close until the Trade Secret fee and the license are paid.
4. Get paid
Partner compensation triggers on cleared payments for access and license.
Fit Checklist
Talk with private lenders or credit desks weekly
Prefer simple, clean handoffs
Can maintain light, timely follow-up until close
Common questions
No. You are making introductions and following through. No advisory or product sales.
No. It is a licensable strategy that lenders execute one-to-one.
On cleared payments for the Trade Secret access fee and the selected license.
Public details are limited. Deeper mechanics are shared only in private briefings. Keep your messaging to the talking points provided.
No territories by default. No quotas.
No. Carrier names are only disclosed to licensed investors after they’ve completed the NDA and paid the Trade Secret Access Fee. Partners and borrowers are not shown carrier-specific documents. What matters is that every policy is issued by an A-rated U.S. life insurer approved for the strategy.
Ready To Move Forward
Disclaimer:
This is not legal, lending, or investment advice. Strategy use requires investor license. Package does not guarantee funding. For business-purpose borrowers only. Consumer use not supported.
DCIm Strategy
One-to-one strategy with lender-owned insurance wrap. Structured for private lenders and family offices.
Links
Private Lender
Borrower
Become a Referral Partner
Contact
dcimodel@gmail.com
Use the private briefing link above to schedule.
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