Enrollment Application – Advisor 02a – Certification Program – Instant 001

1. YES! I understand that Estate Transformation's Advanced Estate Management Certification Program is offered on a limited “private” invite basis only – to qualified advisors meeting any “one” the following program suitability requirements: (1) advisors with two or more years full-time industry experience submitting $2,000,000.00 or more in annual fixed assets (2) advisors with two or more years full-time industry experience managing $15,000,000.00 or more in AUM (3) advisors with two or more years full-time industry experience grossing $150,000.00 or more in asset-based annual practice revenue. I understand that participation in Estate Transformation's advisor Certification Program requires suitability verification!

2. YES! I understand that Estate Transformation's Advanced Estate Management advisor Certification Program is a NON-refundable “paid” certification program that: (1) grants post-enrollment login access to Estate Transformation's Advanced Estate Management advisor Certification Program “Preview Module” (Platform Introduction), “Module 1 Week 1” (Platform Fundamentals), “Module 2 Week 2” (Platform Components), “Module 3 Week 3” (Platform Methods) and “Module 4 Week 4” (Platform Deployment) (2) delivers enrolled licensed advisors Estate Transformation's 30 day Advanced Estate Management advisor Certification Program curriculum email series (3) grants enrolled licensed advisors use rights to Estate Transformation's Advanced Estate Management technology platform software (4) grants enrolled licensed advisors use rights to Estate Transformation's Advanced Estate Management technology platform Client Concierge Kits and component parts!

3. 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 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 – 15 seats per “Module 2 Week 2” (Platform Components), 15 seats per “Module 3 Week 3” (Platform Methods) and 15 seats per “Module 4 Week 4” (Platform Deployment) – and that it's important that I act now before your next 15 member Certification Program class “Module 2 Week 2 (Platform Components)” fills up!

4. YES! I understand that your Seven Advisor Case Study generated a total $15,933,552.36 in NEW assets from a total 77 case study sessions with 62 sessions converting an average $2,276,221.76 in highly-suitable NEW assets per case study participant – and, that at an industry average 7% commission, your seven advisor case study grossed an average $159,335.52 in NEW commission based revenues per case study participant!

5. YES! I understand that your Advanced Estate Management Certification Program's tuition valuation is based entirely upon “results attained” – specifically, the asset-based conversion metrics attained during your seven advisor case study, and the industry averaged “gross” revenues of $159,335.52 attained per case study participant – multiplied by a fair-market valuation factor of just 10.00% of gross earnings, which equals “$15,933.52”, or a fair-market valuation of 10.00% of the average gross case study participant revenues earned!

6. YES! I understand that I will receive a massive $3,000.00 tuition discount when I upgrade into Estate Transformation's Advanced Estate Management Certification Program during my Seven Day Risk Free Trial – and, that 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). Plus, I'll get full “post” Certification Program deployment use rights to Estate Transformation's Advanced Estate Management Technology Platform and Technology Platform Components for only $12,933 or just three easy-pay Certification Program installments of $4,311!

7. YES! I understand that your Advanced Estate Management Certification Program tuition is subject to change at any time, without notice, based upon “results attained” from new and future advisor case studies – and, that by applying NOW, I will lock in my Estate Transformation Advanced Estate Management Certification Program tuition for life and will avoid any new and future case study driven tuition increases!

8. YES! I understand that all I need to do to recoup my Certification Program tuition is submit just $186K in new assets from my first Advanced Estate Management session immediately following my Estate Transformation Certification – and, that at an average 7% commission, I'll quickly and easily recoup my entire Certification Program tuition! Then, from there on, the NEW tens of MILLIONS in Advanced Estate Management session assets that I write – during weeks five, six, ten, twenty – and on for life, is all PURE Advanced Estate Management session GOLD!

9. YES! I understand that your Advanced Estate Management Certification Program is exclusively delivered through John Galt Institute's Advanced Estate Management Certification Program “Module 1 Week 1” (Platform Fundamentals), “Module 2 Week 2” (Platform Components), “Module 3 Week 3” (Platform Methods) and “Module 4 Week 4” (Platform Deployment) cloud curriculum – along with John Galt Institute's daily Advanced Estate Management Certification Program email series and John Galt Institute's certified Advanced Estate Management faculty members!

10. YES! I understand that your Advanced Estate Management Technology Platform and Platform Components are specifically designed for “post” Certification ease of deployment and quick ramp-up to NEW revenues – and that immediately following my Estate Transformation Certification, I will deploy a total of “ten” Estate Transformation Advanced Estate Management Client Concierge Kits shipped to me – as part of my certification – with “ten” clients or prospects, in real-time Advanced Estate Management Certification sessions, and in doing so, I will 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 “ten” certification sessions is to reference your seven advisor case study:  7 advisors converted $15,933,552.36 in new assets on a total 62 out of 77 sessions. $15,933,552.36 in new assets divided by 62 conversion sessions averages a total $256,992.78 in new assets per conversion session. $256,992.78 in new assets per conversion session at an average 7% commission per session grosses $17,989.49 in average commission based revenues per conversion session. I understand that should I maintain the same 80.52% session conversion rate established during your seven advisor case study, my “ten” certification sessions could potentially be worth a targeted $2,055,942.20 in new assets, and a targeted $143,915.95 in potential NEW industry average commission based revenues for me and my practice! I understand that I may do a whole lot more than your case study advisors did, as many have, or that I may do less. I understand that you will grant me full access to proven Advanced Estate Management tools, training and methods that many others have successfully deployed and used before me. I understand that my success will entirely be dependent upon me, my personal initiative, my attitude, my selling abilities and how well I apply my certification training!

12. YES! I understand that Estate Transformation's Advanced Estate Management Technology Platform's Advisor Use Rights License enables certified advisors to host (create, input and manage) up to 30 individual client estates at just $26.56 per client estate monthly – and that a minimum 30 client estate monthly bundle is required to maintain access to Estate Transformation's Advanced Estate Management Technology Platform and Advanced Estate Management Curriculum. I understand that should I max out my initial 30 client estate license, I can add additional estate bundles in 30 estate increments at a discounted rate of just $6.67 per client estate monthly for added Advanced Estate Management client capacity. I understand that Estate Transformation's Advisor Use Rights License is a month-to-month renewable license that requires no long-term commitments!

13. BONUS #1: “Two-Pack” Client Concierge Kit Monthly Auto-Ship! Not only does Estate Transformation's Certification Program hand you everything you need to drive an avalanche of NEW conversions and a TON of NEW assets immediately following program certification, it significantly scales up conversions on auto-pilot through Estate Transformation's “Two-Pack” Client Concierge Kit Monthly Auto-Ship program! As an active Estate Transformation advisor licensee, every single month – like clockwork – you'll receive by Ground UPS, “two” fully deployable My Estate Journal Client Concierge Kits, for a total “24” Auto-Shipped units annually. All of this in addition to the initial “10” My Estate Journal Client Concierge Kits shipped during your Certification Program! Altogether, a total “34” My Estate Journal Client Concierge Kits are shipped “year one” – on auto-pilot – as an active Estate Transformation Advanced Estate Management participating Certified Advisor. As you can see, Estate Transformation is meticulously designed entirely “unlike” anything you've ever seen or participated in before, or will ever participate in again. Its Advanced Estate Management technology platform operates at a level of efficacy, efficiency and scalability unseen in the financial services industry. It delivers an economy of scale seen ONLY in the franchise industry. And, for the industry's highest achievers, it drives incredibly high session conversions! As fully and meticulously substantiated during its Seven Advisor Case Study, Estate Transformation delivers impressive asset conversion efficacy, efficiency, scalability and success! So, let's put Estate Transformation and its fast-action “Bonus #1” into some sort of “relative” perspective:  Following certification, should you carry forward the same NEW session and NEW asset conversion metrics established during our Seven Advisor Case Study – and there's no reason to assume you wouldn't, so long as you meet Estate Transformation's advisor suitability requirements and follow instructions – your “34” sessions should average “27” session conversions (80.52%), multiplied by $256,992.78 in average NEW assets per session, giving you a targeted $6,938,805.00 in total NEW Advanced Estate Management asset conversions (we've had guys do this “and more” in ONE session – most recently, a New Jersey based IAR converted a $10.5 MILLION dollar high-net-worth prospect straight out of the gate, on his first session). At an industry average 7% commission, 27 session conversions gives you a targeted $485,716.35 in NEW practice revenue! And, this is just for starters. What if you go on to do 68 sessions? Or, 136 sessions? Or,… you get the picture. Of course, your conversion metrics could be much higher than our Seven Advisor Case Study advisors, or it may be lower. Regardless, you will be handed EVERYTHING you need to drive and convert a TON of NEW Advanced Estate Management sessions – on auto-pilot. All you need to do, is follow simple instructions – and then convert a TON of NEW opportunity using proven Advanced Estate Management asset conversion tools! What's more, there is no limit to where you can take Estate Transformation. You can scale the platform up as much as you'd like, to your hearts content! In fact, you can quickly and easily double, triple even quadruple your results – up as high as you like – by ordering additional My Estate Journal Client Concierge Kits beyond your “34” Certification Program and Auto-Ship Program units right from inside your Estate Transformation member account! ($485,716.35 value)

14. BONUS #2: Four LIVE Certification Program Advanced Coaching Consultation Sessions! Upgrade into Estate Transformation's Advanced Estate Management Certification Program during your Seven Day Risk Free Trial and receive a total of “four” Advanced Estate Management coaching sessions with John Galt Institute's Certification Program faculty, as follows:  “Module 1 Week 1” (Platform Fundamentals) Session #1, “Module 2 Week 2” (Platform Components) Session #2, “Module 3 Week 3” (Platform Methods) Session #3 and “Module 4 Week 4” (Platform Deployment) Session #4. Each session will be hosted and delivered by John Galt Institute's Advanced Estate Management faculty via LIVE streaming video – directly to your computer desktop – and will span up to 60 minutes per session! ($4,800.00 value)

Certification Program Value:

Grab an instant $3,000.00 tuition discount – plus two valuable bonuses when you upgrade into Estate Transformation's Advanced Estate Management Certification Program during your Seven Day Risk Free Trial! Upgrade NOW for just three easy-pay Certification Program installments of $5,311 $4,311 – one per Module 2, 3 and 4 – and get instant access to Module 2 Week 2 (Platform Components), Module 3 Week 3 (Platform Methods) and Module 4 Week 4 (Platform Deployment)! By enrolling NOW, you're just three Certification Program modules away from attracting MILLIONS in NEW Advanced Estate Management assets! Only those committed to full certification and fully deploying Estate Transformation's high-conversion Advanced Estate Management platform – and WINNING – need enroll as all Certification Program installments are final and are non-refundable. NOTE: Just 15 seats are available in each class and classes fill up fast. Enroll below NOW!

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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!”