Life & Family

1. Divorce Planning 101 Mortgage Coach Education Introduction to Divorce Planning Life & Family Dependents Assets Credit Distribution Estate Uncontested Partnership Presented by: Jonathan Klein &

2. Divorce Planning 101 & 201 Anatomy of Divorce Planning Marketing and Building your Divorce Planning Practice Jonathan Klein Experience:6 years Fundings :$35 mil/year MC Member:UNKNOWN Location:Brea, CA Problem solved:New client able to purchase home and Realtor move home quickly. Scott was able to use advice to differentiated himself from the competition. Mortgage Coach Education & Jonathan Klein

3. Why Marriages End

4. affairs Women engaged in extra-marital affairs in 25% (45%). Men engaged in extra-marital affairs in 75% (55%) of cases

5. family strain Women’s families were the primary source in 78% of the cases Men’s families were the source in 22% of the cases

6. Divorce Planning History • What triggered it? • What experiences did I use to leverage the creation of this concept? • How did I begin? • Why is this important?

7. Code of Ethics and Statement of Core Values Certified Divorce Planning Professionals are committed to bringing clarity and harmony to their client’s lives by planning and protecting their CRADLE ensuring that their client leaves their divorce independent and fiscally intact. Planners accomplish this through a strict adherence to the following professional code: • Planners commit to a strict guide of confidentiality and will only release information to others on the divorce team with written permission of their client. • The planner’s recommendations are always made in the best interest of their client. • Planners will never sell their or another’s product while retained. • Planners will openly acknowledge their lack of expertise in a specific area and make for appropriate recommendations of a service provider. • Planners commit to never take part in a conspiracy to disenfranchise a spouse and or the legal system. • Planners are obligated to treat their client and their family with the utmost of respect, sympathy and empathy and to never pass judgment on the client or their divorcing spouse.

8. Uncontested Market Space

9. Uncontested Market Space • Unique selling Proposition • Charge for advice that we have always given away for free • Create two new referral sources • Choose clients you want to work with • No one with hands in your pocket • Be the quarterback of referrals • Create future mortgage opportunities • This is market share that is currently not being served by any existing service provider. Divorce planning truly fits this definition To date, no industry is providing divorcing individuals with a comprehensive plan that leaves them fiscally intact when the exit their divorce and absolutely no industry is proactively seeking these referrals from Divorce Attorneys and Mental Health Professionals. This is the truest definition of a Blue Ocean Strategy!

10. What is Divorce Planning? • Coaching • Planning for present and future needs • Financial planning • Therapy • Tool to sell mortgages • Away to create referrals for partners

11. “It is becoming the quarterback of referrals to all other professionals like, BK attorneys, Estate Attorneys, Realtors, CPAs, CFPs, P & C insurance agents, Health agents and so on!”

12. What is Divorce Planning? The development of a comprehensive strategy and corresponding tactics that allow individuals either considering or in the process of a divorce that are anxious about how they will afford their obligations during and after their divorce to plan and protect their C.R.A.D.L.E, Credit, Resolve, Assets, Dependents, Life & Estate so that they can exit their divorce legally, emotionally and fiscally intact and ensuring that all the professionals involved in their divorce are paid in full. “Planning for the best while preparing for the worst”

13. We don’t have a dog in the fight and this makes us Trusted Advisors! You are going to get paid for your advice regardless of what the client does and thus our advice is not tainted.

14. Divorce Planning is Not! • Legal advice • Legal aid • Therapy or Divorce Coaching • The sale of products or mortgages • Free!!! • Not interest rate sensitive! • Not loan to value sensitive!

15. C.R.A.D.L.E. The foundation of any divorce plan is the acronym C.R.A.D.L.E. This serves as the structure that preserves and protects our clients credit, assets, dependents, life and estate so they can live independently during and after their divorce. Credit Resolve Asset Dependents Life Estate

16. Prenuptial Planning “Bonus Content” U.P.A.A. Uniform Premarital Agreement Act

17. The Consultation

18. The Consultation This is the primary source of gathering information to build and develop your Divorce Plan and thus critical to be treated with reverence, patience, respect and tremendous empathy. “Effective listening is the most important skill to be used during the consult.”

19. Session 2 • Questions & Answers for early risers • Equitable Distribution • Community Property • QDRO/ERISA • Child Custody & Income • Short Sales • Case Studies & Mortgage Coach Labs • Quiz

20. Grab an Umbrella • Unique value proposition • Marketing campaign • Budget • Rehearse • Educational materials • Leverage life experience • Laughter • Action, apply, administer

21. YOUR SWOT PLAN

22. Putting together your toolkit

23. Your Divorce Plan

24. How do I start?CAMPAIGN CREATIONCOSTSRE-BRANDINGPROSPECT LISTARTICLES/MAILINGS

25. Your CRM is the Brain of your Marketing WHAT % ARE YOU USING?

26. Campaign Follow-Up

27. HandlingObjections

28. Follow-up planning

29. Your first meeting…

30. Partner Implementation

31. Strategic Relationships

32. Public Relations You can manage your own PR if…

33. MUST DOENTERTAINING

34. Competition

35. Client Calls

36. Client Follow-up

37. Resources

38. Course Agenda: SESSION 1 8:30 am to 12:30 pm PST. • Anatomy of a Divorce Planner • History of Divorce Planning • Uncontested Market Space • What is Divorce Planning? • C.R.A.D.L.E. • The Consultation • 1003 & Household Budget • Fees & Retainer • Quiz • Break

39. Course Agenda: SESSION 2 8:30 am to 12:30 pmPST • Questions & Answers for early risers • Equitable Distribution • Community Property • QDRO/ERISA • Child Custody & Income • Short Sales • Case Studies & Mortgage Coach Lab • Quiz

40. HOW TO SIGN-UP GREG PRETE gprete@mortgagecoach.com 949.608.3031 101: Anatomy of Divorce Planning $495 201: Building your Divorce Planning Practice $495