(817) 600-2580 • (682) 219-8535
info@curatedsolutionsgroup.com
Referral Perks for You and Your Clients!
$50 INCENTIVE
✓ A $50 Thank You! You choose how to use it—keep it, split it with your client, or pass it along as a discount on their service. It’s your referral, your call.
Your Name, Their Dashboard—All Year Long
✓ Your clients will see your name listed as their trusted Referral Partner on their Curated Contents dashboard for one full year (Hosting Service Clients Only).
Let’s Partner Up!
Stand out as the professional who delivers more than great service—you create an experience your clients will remember and appreciate. Become a Referral Partner today!
Call us now at 682-219-8535
Let’s give your clients the confidence, clarity, and protection they deserve—and let them keep seeing your name while we do it.
INVESTMENT & WEALTH MANAGERS
Protect Your Clients' Assets, Enhance Their Wealth
For high-net-worth individuals, insurance claims can be a complex and time-consuming process. As an Investment and Wealth Manager, you understand the importance of safeguarding your clients' assets and securing their financial future.
That's where Curated Contents comes in. We partner with insurance professionals to provide comprehensive documentation of personal property post-loss, ensuring your clients have a clear and organized record of their assets.
Why Accurate Asset Documentation Matters
A well-documented inventory of personal property can help:
✓ Support future insurance claims or updates
✓ Establish proof of ownership and value
✓ Streamline the claims process in case of future losses
✓ Provide peace of mind and long-term financial security
Benefits for Your Clients
By incorporating Curated Contents into your client services, you can:
✓ Enhance their wealth management experience
✓ Demonstrate your commitment to protecting their assets
✓ Position yourself as a trusted advisor beyond investment
management
✓ Long-term peace of mind and financial security
✓A comprehensive understanding of their assets and their value
What Your Clients Receive
✓ 6-Angle Overview of Each Room – A full panoramic view from left to right, plus photos of all four walls and the ceiling—so nothing is overlooked.
✓ 6-Angle Overview of Attached Garage – Complete documentation of attached garages (excluding automobiles).
✓ Key Details & Surfaces – Extra shots to overview what’s on top of dressers, tables, and other misc surfaces.
✓ Interior Overviews of Small Spaces – We cover closets, pantries, and other tucked-away areas to ensure a thorough record.
✓ Video Tour of their Entire House – A full walk-through video to capture the flow and important details of their home.
✓ Floor Plan with Estimated Measurements – A detailed layout of their home with approximate measurements for easy reference.
✓ One-Time Download Link – A secure, single-use link so you can download and store all your photos and videos on your own server or cloud. (Continued access requires an active hosting plan.)
⭐ OR MONTHLY HOSTING SERVICES (Additional Fee)
PLUS -
Additional A La Carte Options available - to document brands, serial numbers etc