Exponentially Scale Your Practice 10X Or More! (Event Registration NDA)

…Transforming Advisor Practices Into *Conflicts Of Interest
Free* 10X In AUM Estate Enrollment Machines!
Advanced Fiduciary Standard Of Care Webinar Begins in:

Please Review, And Then Digitally Authorize Your
Estate Transformation™ Advanced Fiduciary Standard Of
Care Event Registration Non Disclosure Agreement!

Note:  Event attendance requires an officiated Non-Disclosure Agreement of all event attendees. When completing and signing your Non-Disclosure Agreement, please enter and submit the same information you will use when registering for the event, following Non-Disclosure Agreement signature and submission, as all Non-Disclosure Agreement submissions are cross referenced against event registrations for validation and registration accuracy. Upon completion of this required “pre-event-registration” step, you will be forwarded to and presented with our event registration page where can submit your event registration. Upon submission of your Non-Disclosure Agreement and event registration, your attendance will then be approved by an administrator, with attendance approval email confirmations and notifications to follow. Please review, sign and then submit your event Non-Disclosure Agreement below:

CONFIDENTIALITY & NON-COMPETITION: It is understood and agreed to under this Confidentiality & Non-Competition provision of the Agreement (the “Agreement”), John Galt Institute, Inc. (disclosing party) and the Estate Transformation Advanced Fiduciary Standard Of Care event registrant (receiving party) freely, knowingly and voluntarily enter into this agreement (Hereinafter collectively referred as “the parties”) have determined that it may be mutually beneficial to disclose to each other, directly or through their agents, servants, employees or advisers, certain confidential and proprietary information, hereinafter referred to as “information”, concerning their businesses including, but not limited to, non-public personal Information of customers under the Gramm-Leach-Bliley Act, in connection with their relationship.

The Information will be disclosed on the express condition that such confidential or proprietary Information, in whole or in part, including, without limitation, Information delivered orally, by computer screen share, by computer disc, by fax, by email, by file transfer, or in paper form, together with analyses, compilations, studies, or other documents prepared by either party or its advisers, which contain or otherwise reflect such, will be treated as confidential under the terms of this agreement. In addition, the existence and nature of any discussions and negotiations and the fact that such Information has been disclosed also constitute Information for purposes of this agreement.

All Information of each party, respectively, shall remain the sole and separate property of that party, regardless of whether such is disclosed, unless the parties shall otherwise agree in writing. As a condition to furnishing each other such Information, the parties agree as follows: All Information, as defined herein and disseminated between the parties, shall be kept confidential and shall not, without prior written consent of the party providing the Information, hereinafter referred to as the Disclosing Party, be disclosed, disseminated, transmitted, reverse engineered, made public or available or otherwise communicated in any manner whatsoever, in whole or in part, by the party receiving the Information, hereinafter referred to as the Receiving Party, or any of such party’s officers, directors, agents, employees, advisors or any other representative in any capacity whatsoever, to any natural person, firm, corporation, partnership, limited liability company or any other entity of any nature whatsoever that is not a signatory to this agreement.

Such Information shall be used by all the receiving parties solely in connection with the business purpose of this agreement, and shall not be used in any manner whatsoever that is or may be detrimental, in any manner whatsoever, to the disclosing party. The parties further agree that all Information and copies thereof, except for that portion of the Information which consists of analyses, compilations, studies, or other documents prepared by or on behalf of the Receiving Party, will be returned to the Disclosing Party immediately upon request of the Disclosing Party. That portion of Information which consists of analyses, compilations, studies or other documents prepared on behalf of the Receiving Party will be held by the Receiving Party and kept confidential and subject to the terms of this agreement or, at the request of the Disclosing Party, destroyed. Such destruction will be confirmed in writing upon request of the Disclosing Party.

During the Restriction Period (as defined below), the Receiving Party shall not engage in Competition with the Disclosing Party or any subsidiary or affiliate. “Competition” shall mean engaging in any activity for, or being otherwise affiliated with, a Competitor of the Company or any subsidiary or affiliate, whether directly or indirectly, as an employee, consultant, principal, agent, officer, director, partner, shareholder (except as a less than one percent shareholder of a publicly traded company) or otherwise. “Competitor” shall mean an entity or enterprise whose business is in competition with the business of the Disclosing Party.

In addition to all other remedies provided for hereunder, the Receiving Party agrees that if the Receiving Party shall violate any of the provisions of this agreement, the Disclosing Party shall be entitled to an accounting and repayment of all profits, compensation, remuneration or other benefits that the Receiving Party may realize arising from or related to any such violation.

The Parties agree and acknowledge that the duration, scope and geographic area of this agreement are, fair, reasonable and necessary in order to protect the good will and other legitimate interests of the Disclosing Party, that these obligations do not prevent the Receiving Party from practicing its normal business operations. If, however, for any reason any court determines under applicable law that the provisions in this agreement pertaining to duration, scope and geographic area are too broad or otherwise unreasonable, that the consideration provided for hereunder is inadequate or that the Receiving Party has been prevented unlawfully from practicing its normal business operations (together, such provisions being hereinafter referred to as “Restrictions”), such Restrictions shall be interpreted, modified or rewritten, and such court is hereby requested and authorized by the Parties to revise the Restrictions, to include the maximum Restrictions as are valid and enforceable under applicable law.

Nothing stated herein shall preclude the Receiving Party or its representatives from disclosing Information that it is legally compelled to disclose, provided that the procedures referred to in this paragraph are satisfied. In the event that any persons or entities to whom Information pursuant to this agreement is made available become legally compelled to disclose any Information, the Receiving Party will provide the Disclosing Party with prompt notice thereof so that the Disclosing Party, at its expense, may seek a protective order or other appropriate remedy or waive compliance with the provisions of this agreement. In the event that such protective order or other remedy is not obtained, or the Disclosing Party waives compliance with the provisions of this agreement, the Receiving Party will use all reasonable efforts to ensure that any person legally compelled to disclose any Information will furnish only that portion of such Information that Receiving Party or its counsel determine that the individual or entity is legally required to disclose, and Receiving Party will exercise all reasonable efforts to obtain a protective order or other reasonable assurance including officiated confidentiality agreements that confidential treatment will be accorded such Information.

The term Information does not include Information that (a) is or becomes generally available to the public other than as a result of a disclosure by the Receiving Party or anyone to whom the Receiving Party transmits Information; (b) was available to the Receiving Party on a non-confidential basis prior to its disclosure to the Receiving Party; (c) becomes available to the Receiving Party on a non-confidential basis from a source (other than the Disclosing Party) not known by Receiving Party to be bound by a confidentiality agreement or other obligation of secrecy with respect to such Information; (d) was known to the Receiving Party or in the Receiving Party’s possession prior to the date it was disclosed to the Receiving Party by the Disclosing Party. The restrictions contained in this agreement shall expire ten (10) years following the date hereof.

The obligations in the agreement shall be binding upon the parties as well as any successor or assigns. It is further understood and agreed that neither a failure or delay by any party in exercising any right, power, or privilege under this agreement shall operate as a waiver thereof, nor shall any single or partial exercise thereof preclude any other or further exercise of any right, power or privilege hereunder. The provisions of this agreement may be modified or waived only by a separate writing, expressly modifying or waiving such provision, and executed by all parties hereto.

Each party recognizes that irreparable injury may result to a Disclosing Party and its business and property if a Receiving Party breaches any provision of this agreement and that money damages may not be a sufficient remedy for any such breach. Each party therefore agrees that if any act in violation of any provision hereof occurs, the Disclosing Party shall be entitled, in addition to such other remedies, damages, and relief as may be available under applicable law, to an injunction prohibiting the Receiving Party from engaging in any such violation or specifically enforcing this agreement, as the case may be.

This Agreement shall be governed by and interpreted in accordance with the laws of the State of North Carolina, or the State wherein John Galt Institute, Inc’s future primary business operations and management activities occur without regard to its choice of law provisions, and without giving effect other principles of conflict of laws thereof. Receiving Party further consents to personal jurisdiction of the Federal and State courts located in the State of North Carolina, or the State wherein John Galt Institute, Inc’s future primary business operations and management activities occur for resolution of any disputes here under.

The undersigned, by having their duly authorized officers officially and personally execute this agreement, agree to be bound by the provisions hereof. This Agreement contains the entire agreement between the parties. All understandings have been included in this Agreement. Representations which may have been made by any party to this Agreement may in some way be inconsistent with this final written Agreement. All such statements are declared to be of no value in this Agreement. Only the digitally signed and authorized terms of this Agreement will bind the parties. This Agreement and the terms and conditions contained in this Agreement apply to and are binding upon the Recipient's successors and assigns. All notices to the Disclosing party under this Agreement are to be provided at the following address: John Galt Institute, Inc., 101 N. Tryon St., 1st & 6th Floors, Charlotte, NC 28246, with any and all copies thereof provided at the following email address: Notifications@JohnGaltInstitute.com

WHEREFORE, the Recipient(s) acknowledge that they have read and understand these Agreements and voluntarily accept the duties and obligations set forth herein as digitally authorized and signed below: (copies of which will be emailed to Recipient)

Applicant Details:

Applicant Address:

Applicant Signature Information:

Independent Reviews & Ratings From The Experts:

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!”

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