Apply for SDIRA Private Lending Pilot Program

FOUNDING MEMBER APPLICATION: SDIRA PRIVATE LENDING PILOT PROGRAM

Thank you for your interest in being one of just 12 founding members of our SDIRA Private Lending Pilot Program. This application helps us ensure we create the most effective learning environment possible with participants who are ready to take action and implement these powerful strategies.

We're looking for a diverse group of committed individuals who will actively participate and contribute to the program's success. Please take a few minutes to complete this application thoroughly - your responses will help us determine if you're a good fit for this exclusive opportunity.

The selection process will be completed within 5 business days after our application window closes. Selected founding members will need to confirm their spot with payment within 48 hours of notification. While we can only accept 12 founding members at this special rate, qualified candidates may be offered a place on our priority waitlist for future opportunities.

Please complete the application below.

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SDIRA Ready:

An existing Self-Directed IRA (SDIRA) is required to participate. This pilot is not for those who are considering starting one.

SDIRA Lending Experience

Wish to Achieve

Your Biggest Challenge

Technical Requirements

Add reason why this is needed... they must be on camera... (get from Jeff's notes)

Training Schedule

We'll meet for six weekly sessions, each lasting 90 minutes, starting on April 15th.

Program Commitment Agreement