We are no longer providing POFs to anyone other than

Existing and past clients of iVisionary Financial services.

 

1. If you are a past or existing client, we will still provide

You with POFs…please see below to find out how.

 

1. To be clear, in order to be considered a past or existing

Client you have to have closed a deal where we actually

Provided the funding for the transaction.

 

1. IMPORTANT:  if you have never funded a deal with us
   DO NOT CALL OR EMAIL US as we will not make an

Exception.  Again, DO NOT CALL OR EMAIL US as we

Will not make an exception nor will we respond to calls

Or emails regarding the policy.

 

1. If you have closed a transaction where we actually provided

The funding, we will still provide POFs for you.  In order to

Get your POFs, please do the following…

 

• Send an email to Jennifer Trundy at jen@ivisionary.com
• In the subject line, place your name, and company name that

You used to close the transaction with us

• Jennifer will then reference your name in our database to

Confirm that you are in fact a past or existing client

• Jennifer will then email you with specific instructions on how

To get your POF