Oil & Gas

NEW BUSINESS PROCESS

Minimum Purchase

Notice

Any loan over $1M cannot be submitted without prior approval from home office.

*On new self-directed IRA accounts, a minimum rollover amount is $51K for a $50K loan.
See the Disclosure page in the new self-directed IRA Application.

Placement of advertisements and referral methods for your Private Practice are at your sole discretion. However, in order to solicit referrals, the Representative shall not make promises or issue any warranty either expressed or implied pertaining to the goods or services offered by the Company unless authorized in writing by the Company to do so.

Public advertising of any product offerings of AAI is strictly prohibited.



  • Materials Step 1

    Materials

    You must provide the Investor a copy of:


    Investing 101 Booklet

    Investing 101 Booklet

    Tax Benefits of Oil & Gas

    Tax Benefits of Oil & Gas

    Supplemental Materials


    Tax Benefits of Oil & Gas

    Tax Benefits of Oil & Gas Flyer

    Townhall Report

    Townhall Report

  • Applications Step 2
Marketing Fee

1
Suitability

3 Business Days

Suitability review at WealthForge
2
WealthForge ACH

4-6 Business Days

Funds Clear at WealthForge's Escrow Account. WealthForge initiates transfer of funds on Wednesdays which could
take 2-3 Business days to settle
3
Funds Transfer

7-13 Business Days

WealthForge transfers funds to Resolute. Resolute will then release funds to Homebound. Homebound will then fund AAI
4
Funds en Route

3-5 Business Days

Your Marketing Fee is processed 3-5 business days after AAI is funded, and all other new business requirements are met