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1 Insurance Agents ENTREPRENEURS Estate Planners Financial PlannerS Real Estate Agents O V E R V I E W An Opportunity built for Financial Professionals and Entrepreneurs

2 Build Your Existing Business. Create a New One... or BOTH! The ProPartner Advisors 5 Star Program is perfect for: Estate Planners, Financial Planners, Insurance Agents, Real Estate Agents or any one with a book of business and the desire to gain from the program we provide: Certification & Training to Raise Your Game Expand you financial services knowledge and understanding of the new audience with our training & certification Digital Marketing to the New Audience If you are not actively marketing on the internet you are missing more than half the action out there. We can change that. Tools to Gain & Retain New Clients Leverage new clients in your direction with our turnkey tools found nowhere else. A Paid Referral Program with No Cap Get paid for referring others like your self into this one-of-akind program. Income that is ongoing with no cap! Earn instant AND ongoing residual income by referring business professionals to ProPartner Advisors!

3 Get Educated. Get Digital. Get Paid. Five perfect Pieces = One BIG Solution ProPartner s own Certification of Estate Planning Professional (CEPP) designation sets the stage for your game changing venture as a financial advisor. You will benefit wether you are already a financial professional or if you have no experience whatsoever in the financial services industry. You want new clients and they are out there. Unfortunately if you are not marketing on the internet you will never reach them. ProPartner Advisors makes it easy to in the game. We offer turn key digital strategies and tools that help you cut through the fog of competitive noise like a hot knife through butter. ProPartner Advisors understands competition is fierce in the financial services industry. To help close new clients and retain them over time you need something no one else has. Become a ProPartner and you it. Introducing TrustLockUSA! The most unique digital estate planning solution in the market. You can gain and retain clients by offering them a year FREE of estate planning documents stored in the cloud and accessible from anywhere. As a ProPartner Advisor you also have access to DocLockUSA! A digital document storage solution built specifically for the financial services industry. Your clients can store all important financial documents in one safe place. Again, gain and retain clients by offering them a year FREE. We will pay you $480 / year for each person you refer to ProPartner Advisors The ProPartner Advisors referral program entitles you to $40 for each person you refer who signs up for the ProPartner Advisors program. The referral fees continue to be paid as long as the membership is active. More about Paid referrals on the next page t

4 Meet Mike. Mike is a new ProPartner Advisor Mike just recently joined ProPartner Advisors. Although he is interested in sharing the services of ProPartners with his clients, he is also excited about the Paid Referral Program (PRP). Mike anticipates making 50 calls per day throughout his first month. With a conversion rate of 10% Mike thinks he can sell a hundred memberships in his first month. His efforts will translate into $4,000 per month, every month thereafter EVEN IF he does not sell another ProPartner membership. 30 Days Calls /Month Conversion Sales $40 Commission 100 $4,000 Every Month! 60 Days 200 $8,000 Every Month! ProPartner Advisors In-house Brands Lock -in Your Formula to Compete Our in-house brands integrate to create the most powerful certification and digital marketing engine in existence, And as a ProPartner Advisor you have access to them in one easy location anytime anywhere there is an internet connection.

5 O V E R V I E W Transform yourself, your agency, and your income! attract new clients START HERE START HERE 1 & TRAINING CERTIFICATION CERTIFICATION TRAINed Attract new clients Convert to new clients 2 MARKETING DIGITAL CONVERT 3 PLANNING 1 & TRAINING 2 MARKETING DIGITAL DOCUMENT TRAINed Attract professionals REFER 4 STORAGE ESTATE retain clients recruit PROFESSIONALS Refer to pro partners 5 PAID REFERRAL paid paid $ TRADITIONAL PRODUCT SALES w w w. p r o p a r t n e r u s a. c o m

6 All-Inclusive Membership Frequently asked questions What is the ProPartner Advisor Plan designed to do? The ProPartner Advisor Program was designed to assist financial professionals in gaining and retaining clients? How is this done? The answer: Education and Marketing. As a result, we created the Five Star Marketing Plan: Get educated about Estate Planning through our CEPP Program; Get Free Estate Planning documents created online through TrustlockUSA; Get a professional website and social media platform; Get a digital document storage plan to store important client documents; and, Get Paid Referral Fees for referring people to the ProPartner Advisor Program. Why Should I Obtain a CEPP? The Pro Partner Advisor Certification Program is a unique educational and training tool that provides financial advisors with outstanding knowledge of estate planning issues. The CEPP Program has been created to provide financial professionals with the ability to recognize client estate planning issues with solutions from both the legal document creation world as well as insurance products. What is the Value of TrustlockUSA? Most financial professionals know that every client needs estate planning. In the past, you had to refer your clients to an attorney to have the necessary documents prepared. Now, with TrustlockUSA, you can actually sit down with your clients and complete all of their estate planning documents in less than 30 minutes from your office! Why Do I need Internet Marketing? I think we all recognize that most financial product sales are coming from referrals or research performed on the Internet. Therefore, if you do not have a compelling website for your business as well as an exciting social media presence, you will lose out on substantial insurance and related financial product sales. ProPartner Advisors will provide you with a sophisticated personalized website as well as a strong social media presence with Facebook, LinkedIn and Twitter. All of these sites will be customized for your company. Further, ProPartner Advisors will have their social media and website updated each month with media concentrated materials from insurance and other financial periodicals. Don t wait on this opportunity! Get ahead of the competition and create new ongoing income streams at the same time Paid Referrals-What is this? As part of the ProPartner Advisor Program, you can refer other financial professionals to become ProPartner Advisors and paid a Referral Fee! How much? ProPartner Advisors will pay you $480 per year ($40/mo) for each person you refer who joins the company. As long as your referral stays in the program you paid $40 each month! If you refer 100 people to the Program, you earn $4000 per month! This income has no cap and no termination date.

7 Get With The Program! Be a ProPartner Advisor and compete on a level that s you new clients and ongoing income. No other financial services marketing company even comes close to what we offer. Transform yourself, your agency, and your income! Call Now: FLORIDA CALIFORNIA ProPartner Advisors 3030 N. Rocky Point Drive W. Suite #150 Tampa, Florida o: e: sales@propartnerusa.com ProPartner Advisors 5020 Campus Drive Newport Beach, California e: info@propartnerusa.com