Enrollment Application – Advisor 01a – Seven Day Risk Free Trial Tom Interview – Timer 001

1. YES! I understand that Estate Transformation's Seven Day Risk Free Trial is an exclusive and limited “private” invite offer only – to qualified advisors, with two or more years full-time industry experience, meeting any “one” the following suitability requirements:

•  Submitting $2,000,000.00 or more in annual fixed assets.

•  Submitting $15,000,000.00 or more in AUM.

•  Grossing $175,000.00 or more in asset-based annual practice revenue.

2. YES! I understand that should I upgrade into Estate Transformation's full Certification Program during my Seven Day Risk Free Trial, I will be required to submit:

•  Suitability verification.

3. YES! I understand that Estate Transformation's Seven Day Risk Free Trial is a fully refundable “paid” trial program that grants:

•  Unlimited seven day login access to Estate Transformation's Advanced Estate Management Certification Program curriculum: “Module 1 Week 1” (Platform Fundamentals)!

•  One complimentary LIVE streaming 60 minute certification program coaching session, with a certified John Galt Institute faculty member!

4. YES! I understand that during my Seven Day Risk Free Trial I can choose any one of the following options:

•  Upgrade into Estate Transformation's Advanced Estate Management Advisor Certification Program Curriculum: “Module 2 Week 2” (Platform Components), “Module 3 Week 3” (Platform Methods) and “Module 4 Week 4” (Platform Deployment)!

•  Cancel my account by requesting a full refund of my Seven Day Risk Free Trial 997 deposit!

5. YES! I understand that in an effort to maintain high Certification Program quality controls, high platform deployment efficacy rates (advisor success) and to ensure that you have the right level of support staff available for new advisor Certification Program participants, open seats in Estate Transformation's Advanced Estate Management Certification Program will be limited to just 15 qualified advisors per certification module, as follows:

•  15 seats per “Module 2 Week 2” (Platform Components)

•  15 seats per “Module 3 Week 3” (Platform Methods)

•  15 seats per “Module 4 Week 4” (Platform Deployment)

6. YES! I understand that it's important that I act now before your next 15 member Certification Program:

•  “Module 2 Week 2 (Platform Components)” fills up!

•  “Module 3 Week 3” (Platform Methods) fills up!

•  “Module 4 Week 4” (Platform Deployment) fills up!

7. YES! I understand that your Seven Advisor Case Study generated a total:

•  77 case-study sessions…

•  $15,933,552.36 in total NEW assets…

•  11 sessions (average) per case study participant…

•  62 session conversions (80.52%)…

•  $2,276,221.76 in average highly-suitable NEW assets “per” case study participant…

8. YES! I understand that at an industry average 7% commission and/or industry average 7 year 1% AUM fees, your seven advisor case study generated:

•  $1,115,348.67 in total NEW asset based commissions and/or fee based revenues!

•  $159,335.52 in average NEW commission and/or fee based revenues “per” case study participant!

9. YES! I understand that your Advanced Estate Management Technology Platform and Platform Components are specifically designed for:

•  Post-Certification ease of deployment!

•  Quick ramp-up to NEW revenues!

10. YES! I understand that immediately following my Estate Transformation Certification, I will:

•  Deploy a total of “72” Estate Transformation Advanced Estate Management Client Concierge Kits shipped to me with “72” clients or prospects, in real-time Advanced Estate Management Certification sessions! (as part of my certification)

•  Put forward a fully-certified best-efforts attempt to uphold the same 80.52% session conversion rate established during your seven advisor case study, by your seven advisor case study participants!

11. YES! I understand that the best way to determine a potential value of my initial “72” certification sessions, is to reference your seven advisor case study:

•  7 participating advisors…

•  Converting a total $15,933,552.36 in new assets…

•  On a total 62 out of 77 sessions…

•  With 62 session conversions averaging a $256,992.78 in new assets “per” session…

•  Grossing $17,989.49 in NEW industry average 7% commission and/or industry average 7 year 1% AUM fee based revenues “per” conversion session…

12. YES! I understand that should I maintain the same 80.52% session conversion rate and new asset conversion metrics established during your seven advisor case study, my “72” certification sessions could result in a potential:

•  58 Advanced Estate Management session conversions!

•  $14,905,581.24 in new Advanced Estate Management assets!

•  $1,043,390.69 in NEW 7% industry average commission and/or industry average 7 year 1% AUM fee based revenues – for me and my NEW Advanced Estate Management certified practice!…

13. YES! I understand that I may do:

•  A whole lot more than your case study advisors did – as many already have, or…

•  I may do less.

14. YES! I understand that you will grant and deliver:

•  Full use rights access to proven Estate Transformation Advanced Estate Management tools!

•  Instant-access “cloud-based” advanced coaching, training and methods!

•  The NEWEST and latest versions of what *many* others have successfully deployed and used before me!

•  EVERYTHING “Estate Transformation” is entirely unique and unlike ANYTHING anywhere else! It is “patent-pending” fully original, entirely “turn-key”, quick & easy, “cash-register” ready for INSTANT ramp-up to NEW revenues deployment!

15. YES! I understand that following full program certification, my success will entirely be dependent upon:

•  My teach-ability, coach-ability, ability to follow clear instructions and follow-through…

•  My personal initiative and attitude…

•  My ability to convert opportunity when presented! (as the platform will uncover “BOAT-LOADS” of opportunity)

•  How well I apply my certification training!

16. YES! I understand that I will receive a massive $8,000.00 tuition discount when I upgrade into Estate Transformation's “Unlimited Estate” Advanced Estate Management Technology Platform License and advisor Certification Program “during” my Seven Day Risk Free Trial – and by upgrading, I'll get:

•  Full access to Estate Transformation's Advanced Estate Management Certification Program curriculum: “Module 2 Week 2” (Platform Components), “Module 3 Week 3” (Platform Methods) and “Module 4 Week 4” (Platform Deployment)!

•  Full “post” Certification deployment use rights to Estate Transformation's Advanced Estate Management Technology Platform and Technology Platform Components!

•  Three “60 minute” live-streaming Advanced Estate Management certification coaching sessions (one 60 min session per Certification Module) with each session delivered by Institute instructors via LIVE streaming audio, video and screen share sessions, direct to your computer desktop!

•  Full and “unlimited” Estate Transformation Certification Program and Advanced Estate Management Technology Platform support, via John Galt Institute's advanced support portal and/or live support calls!

17. YES! I understand that Estate Transformation's “Unlimited Estate” Advanced Estate Management Technology Platform Use Rights License and advisor Certification Program tuition is subject to change at any time, without notice, based upon:

•  The latest Estate Transformation “efficacy-based” valuation formulas…

•  Results attained from future Estate Transformation advisor case studies…

•  I understand that by applying NOW, I will lock in my Advanced Estate Management Certification Program Tuition and Estate Transformation “Unlimited Estate” Technology Platform Use Rights License for life, avoiding any new and future rate increases!

19. YES! I understand that your Advanced Estate Management Certification Program is exclusively delivered through:

•  John Galt Institute's cloud-based Advanced Estate Management Certification Program curriculum!

•  John Galt Institute's daily Advanced Estate Management Certification Program email series!

•  John Galt Institute's certified Advanced Estate Management faculty members!

•  My private John Galt Institute Estate Transformation Advanced Estate Management Certification Program member account! (I'll get “instant” log-in access after completing my Seven Day Risk Free Trial enrollment today!)

20. YES! understand that should you or I decide that Estate Transformation isn't a good fit for me at anytime during my Seven Day Risk Free Trial:

•  My entire 997 Seven Day Risk Free Trial deposit will be refunded immediately!

•  My Certification Program user account will be instantly disabled!

21. YES! I understand that Estate Transformation's “Unlimited Estate” Advanced Estate Management technology platform use right license delivers everything I need to drive a never-ending avalanche of NEW Advanced Estate Management asset conversions, and an unceasing “flood-stage” river of NEW practice revenues, through Estate Transformation's:

•  “Unlimited Estate” Advanced Estate Management software use rights license, enabling me to create, update and manage (host) an unlimited number of client and prospect estates!

•  “Silver 72 Estate” Advanced Estate Management NEW Asset Enhancer Client Concierge Kit starter-pack, enabling me to convert, manage and update (control) up to 72 client and prospect estates! (or)

•  “Gold 144 Estate” Advanced Estate Management NEW Asset Expander Client Concierge Kit starter-pack, enabling me to convert, manage and update (control) up to 144 client and prospect estates! (or)

•  “Platinum 216 Estate” Advanced Estate Management NEW Asset Dominator Client Concierge Kit starter-pack, enabling me to convert, manage and update (control) up to 216 client and prospect estates!

23. YES! I understand the greater number of Advanced Estate Management sessions that I offer and do – week in and week out, will directly influence the level of NEW assets and NEW revenues that I bring in:

•  During my Seven Day Risk Free Trial, I will identify an Advanced Estate Management auto-ship option that optimizes session offers and bandwidth!

•  At an 80.52% Seven Advisor Case Study session conversion rate – the MORE the sessions, the merrier!

24. YES! I understand that Estate Transformation Advanced Estate Management sessions are to be offered to:

•  All prospects…

•  All “A” and “B” clients…

•  All referrals…

•  All seminar attendees…

•  (One guy converts 100% of his seminar attendees into session appointments, and DECIMATES competition)…

•  As a POWERFUL referral generator…

•  As a POWERFUL CPA and Attorney JV generator…

•  And, that by doing so, I will quickly, easily and dramatically increase NEW asset (and NEW revenue) conversions across the board!

25. YES! I understand that the best way to determine the ideal auto-ship program for me and my practice, is as follows:

•  “Silver 12 Pack” = One Advanced Estate Management offer every other day, or 3 offers per week…

•  “Gold 24 Pack” = One Advanced Estate Management offer every day, or 6 offers per week…

•  “Platinum 36 Pack” = One and one half Advanced Estate Management offers per day, or 9 offers per week (perfect for seminar promoters)…

•  Just like the guys in the interviews – the more you do, the more MERRIER you'll be!…

26. YES! I understand that my Estate Transformation Advanced Estate Management session conversion metrics could be:

•  Much higher than your Seven Advisor Case Study advisors! (Most recently, one of your New Jersey based IAR's converted a $10.5 MILLION dollar high-net-worth brokerage client “straight” out of the gate – during his first session!)…

•  Or, it could be lower! (Even if it turns out one-half or even one-quarter as good as your Seven Advisor Case Study, Estate Transformation equals an INCREDIBLE NEW level of platform and process driven success for me!)…

27. YES! I understand Estate Transformation's Certification Program “24” unit auto-ship along with my “Silver 12 Pack”, “Gold 24 Pack” or “Platinum 36 Pack” Unlimited Estate Monthly Auto-Ship program hands me EVERYTHING I need to:

•  Drive and convert a never ending AVALANCHE of NEW Advanced Estate Management assets – and NEW revenues – on auto-pilot!

28. YES! I understand that all I need to do, is:

•  Follow simple instructions…

•  Deploy the platform…

•  Convert a TON of NEVER-ENDING NEW opportunity…

•  Rinse and repeat! Using proven Advanced Estate Management asset conversion tools…

29. YES! I understand that as a technology platform, Estate Transformation is “meticulously” designed to:

•  Operate entirely “unlike” anything I've ever seen or have ever participated in before!

•  Operate at a level of efficacy, efficiency and scalability unseen anywhere in the financial services industry!

•  Deliver an economy of scale seen ONLY in the franchise industry!

30. YES! I fully understand that as a technology platform, Estate Transformation is designed to:

•  Drive incredibly high session conversions “exclusively” for the industry's highest achieving and most successful advisor practices!

•  Result in an incredible INCREASE in NEW asset conversions and NEW revenues! (extreme high ROI)

31. FAST-ACTION BONUS! Four LIVE Streaming “Post-Certification” Advanced Coaching Consultation Sessions! When I upgrade into Estate Transformation's Advanced Estate Management Certification Program during my Seven Day Risk Free Trial, I'll receive “four” bonus post-certification Advanced Estate Management coaching sessions with a certified John Galt Institute faculty member! (in addition to my three Certification Program sessions) Each post-Certification coaching session will be delivered via LIVE streaming audio, video and screen share sessions direct to my computer desktop – spanning up to 60 minutes per session, as follows:  Session #5 “Week 5” (Revenue Transition), Session #6 “Week 6” (Revenue Transition), Session #7 “Week 7” (Revenue Transition), Session #8 “Week 8” (Revenue Transition)! ($4,800.00 value)

Certification Program Value:

YES! Grab your Seven Day Risk Free Trial and 60 minute Estate Transformation Advanced Estate Management coaching session below NOW! You'll get unlimited seven day login access to Estate Transformation's Advanced Estate Management Certification Program “Module 1 Week 1” (Platform Fundamentals) curriculum – plus one complimentary LIVE streaming 60 minute advanced coaching session! Should you upgrade into Estate Transformation's Advanced Estate Management Certification Program during your Seven Day Risk Free Trial, you'll get an instant $4,000.00 tuition discount, an incredibly valuable post-certification bonus of “four” 60 minute LIVE streaming coaching sessions! (eight sessions total, at one session per week) – Plus YOUR choice of “three” unique practice exploding Client Concierge Kit monthly auto-ship programs: “Silver 12 Pack”, “Gold 24 Pack” or “Platinum 36 Pack”! If you're accepted into the program, 100% financing will be provided at 36 month interest free! If you're not accepted or should you decide to cancel your enrollment, your 997 deposit will be refunded immediately. By enrolling NOW, you're just four Certification Program modules away from attracting MILLIONS in NEW Advanced Estate Management assets! NOTE: Just 15 seats are available in each class and classes fill up fast. Enroll below NOW!

Michael P., Caldwell, NJ.

“In the past two weeks I wrote $770,000.00 of new Annuity business from using the platform. Clients came in for their sessions – and I learned about the new assets. Oh, and $100,000.00 in insurance premium also!”

Bill M., Wall, NJ.

“I'm very impressed that you invented something like this! There’s no reason why every advisor on the planet shouldn't do this. $1,200,000.00 in annuities and almost $800,000.00 on the other side of the coin with variable annuities and brokerage accounts, pretty close to $2,000,000.00 on two clients! I just marvel at how simple it is and how the ease of use is and how right it is for my client!”

Paul T., Mobile, AL.

“I've closed 13 out of 14 cases with the platform. It’s really a good program, if you count the (session) one we did the other day, we've made $100,000.00 in 8 weeks. 90 to 95% of the time you walk away with extra business through this! Get the program and run with it, try it out… it’ll make you money!”

Robby W., Grandbury, TX.

“I have used the platform for one and a half years and am very satisfied with the product. It has helped bring in new premium, referrals, and keeps me organized and in the know with each one of my clients financial information. My clients enjoy having a tangible process detailing their financial information and history. It's an added service that helps my client's appreciation for our firm stay strong!”

Giovanni P., Harbor City, CA.

“Just want to let you know I completed my first session with a client and made a sale, $100,000.00 Indexed annuity! I also want to thank you personally for all your help with the platform and mentoring of same. This is the first time I have purchased a program that really works – and has paid for itself! You are a man of your word and that means a lot to me!”

Tony R., San Diego, CA.

“I have been using the platform's sample unit as a front end piece. People are impressed and I have two ready to come in for their sessions.”

Andrew A., Guilford, CT.

“I purchased this because I’m all about service! 20 yrs ago I came into this business from the ministry. I was all about service in ministry (not “sales”) and that is what I made as a conscious decision to run my business – by service! 19 yrs ago I wanted a good review process and report, as the large mutual company I represented promoted annual sessions. Over this time I have had mostly frustration in trying to come up with a good report. At one point, that large mutual company decided to develop their own software and used me as a pilot for it. That was good at first, but then they proprietorised (is this a word?) it and ruined it. Then, I had a good reporting system on a short lived contact management system; that was probably the best – but not without faults. This program is the best I’ve seen since. It looks GREAT! And then the added methodology and tracks/scripts – VERY NICE! As I said, I have ideas, suggestions and questions I’ll send later. Nice job – Thanks!!!”

Richard P., Bethalto, IL.

“Just wanted to let you know that I have picked up about $275,000.00 in annuity premium so far with your platform! I have just talked to a couple of clients who are retired and want to move their money into IRA’s. What a paper nightmare. I am just about to complete my goals for the year! Thanks again!”

Ron F., Chicago, IL.

“I have been in the business now for 20 years. In October, I had the chance to encompass the platform with my client sessions. Finding new assets and working on existing relationships was fun and rewarding. I produced $160,000 in commissions for that month! Best of all my clients thanked me!”

Doug V., Palm Harbor, FL.

“Started delivering the platform components – clients love it!”

Scott H., Hudson, WI.

“Using the program I picked up an additional $475,000.00 in fixed indexed annuity business – this was my first session!”

Tony F., Loves Park, IL.

“I have been implementing your platform now for the last 5 months or so and I am really enjoying it. You said that clients would look at the platform and ask me, how do I get my other assets into this? Well guess what?… That is exactly what one of my clients said to me when I showed him his concierge unit. He looked at me and said: “I need to get my other assets in this!” And we did – and I wrote business! “

Ron F., Palos Heights, IL.

“I've probably written somewhere in the area of around at least $5,000,000.00 in annuities and life insurance business with commissions of around maybe $350,000.00 to $400,000.00. Just for the month of May & June coming up here, we've got about $2,000,000.00 in the pipeline that we’re working on with the platform!”

Bill H., Argyle, TX.

“The number (of sessions) that I've actually done are five and I hit on four for we might as well call it $868,503.00, which would be about $77,000.00 in commissions! There’s no way I can’t write an additional $2,000,000.00 to $3,500,000.00. I know for a fact that this will get me to that $10,000,000.00 to $15,000,000.00 where right now I’m at that $6,000,000.00 to $7,000,000.00 level of annuities!”

Terry D., Roann, IN.

“I did my first one (session) last week and wrote $150,000.00. I went on my second one today and uncovered an additional $600,000.00! I got a business client that I have his 401K plan that I did an IRA rollover and when I went back in I took the demo (unit) and he started digging stuff out of his drawers, he says: “This is the most awesome thing we've ever seen!”

Mack H., Gainesville, GA.

“I received the platform components on July 15th – the very next day I met with some clients of mine that I just had term insurance on. I showed them the sample unit and the following week I wrote three annuities for $130,000.00!”

Peter D., Livonia, MI.

“Last week I had a client appreciation dinner and we had 55 people attend. Before the dinner, I made a short presentation in which I shared about the changes that have occurred in our practice; a short overview of fixed indexed annuities and a summary of ways we could help them. During this presentation, I used a brief PowerPoint presentation I developed highlighting our platform we were making available to them. We gave each buying unit a yellow response card and asked them to mark anything they had seen in the presentation that they were interested in getting in place for themselves. I kid you not, EVERY SINGLE ONE wanted me to help them with your platform! Since that time, I have been scheduling appointments and have not had any problem with anyone not taking my call. Everyone is excited to get this in place to feel confident about their family finances. I will keep you up to date on the results of these meetings, but I just wanted to send a big “THANK YOU” for your program!”

Peter T., Dublin, OH.

“I enjoyed catching up with what’s new with the platform. My partner and I have had good success – but admit we are just getting our feet wet over the past few months. >When we were able to do a complete session with the Suitability Questionnaire (great tool) and the Worksheet – as a prelude to putting the platform together – we had a very high percentage of moving money whether it was into Life Insurance or Annuities. The process gives you so much credibility with a client. I would say adding up the premium we have moved as a direct result of the platform, is that it is in the area of $900,000.00 – and we are just getting our feet wet! Definitely got our investment back for the program. Thanks for all your support while we were getting up to speed!”

Harvey L., Tamarac, FL.

“I see tremendous value in the program!”

Mark S., Littleton, CO.

“I got the program a couple of weeks ago and made time to go through it during the holidays. I am looking to get started on it after New Years. I love the concept and the software!”

Patrick R., Holliston, MA.

“Thank you for your honesty and professionalism! I have several friends in the business that your platform would be very beneficial for… I will suggest they contact you!”

Dennis K., Normal, IL.

“I am very impressed with your program materials – and I’m looking forward to a great year with this playing a big role!”

Andy G., Kingwood, TX.

“I met again today with one of my customers who were my very first session. The initial session was made using the George & Martha Washington sample unit “demo-approach” that you suggested to me about a month ago. This was my 3rd session with them – and they purchased a $250,000.00 SPIA. Thanks for everything!”

Bruce G., Naples, FL.

“I have written $293,000.00 annuity premium using your program. I would like to share with you my experience and how it came together using your gem of a platform!”