S B S O U R C E F U N D

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Participation Options

SB Sourcefund Corporation allows qualified individuals to engage with the organization in two primary ways.

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1.Platform Associate Participation

Independent insurance professionals and approved business partners may utilize the SB Sourcefund AI platform and marketing infrastructure to support their insurance-related activities.

Participation is subject to approval and applicable compliance requirements.


2.Corporate Shareholder Participation (Private Basis)

From time to time, the Corporation may invite selected friends, trusted business partners, and qualified individuals to acquire a limited ownership interest in the company through private, non-public participation.

These invitations:

  •  Are issued solely at the Corporation’s discretion
  •  Are not public offerings
  •  Require company approval
  •  Must comply with all applicable legal and regulatory requirements

The purpose of this private participation is to allow committed partners to support early company formation, operational development, and long-term growth.

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Compliance and Operating Principles


SB Sourcefund Corporation operates with strict adherence to regulatory and industry requirements.

Important policies include:

  •  Insurance advice must be provided only by properly licensed professionals
  •  Insurance transactions must be completed through authorized carriers
  •  SB Sourcefund provides business technology and operational infrastructure only
  •  The corporation does not act as an insurance carrier
  •  The platform does not replace licensing obligations

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