Life & Family Dependents Assets CreditDistribution Estate Uncontested Partnership Divorce Planning...

Life & Family

Dependents

Assets

Credit Distribution

Estate

Uncontested

Partnership

Divorce Planning 101Introduction to Divorce Planning

Mortgage CoachEducationPresented by: Jonathan Klein &

Jonathan KleinExperience: 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.

Divorce Planning 101 & 201Divorce Planning 101 & 201Anatomy of Divorce PlanningAnatomy of Divorce PlanningMarketing and Building your Divorce Planning PracticeMarketing and Building your Divorce Planning Practice

Mortgage Coach Mortgage Coach EducationEducation& & Jonathan KleinJonathan Klein

Why Marriages EndReason 2004 2003

Extramarital Affairs 27% 29%Family Strains 18% 11%Emotional/physical abuse 17% 10%Mid life Crisis 13% Not in survey

Addictions 6% 5%

Workaholism 6% 5%

Men engaged in extra-

marital affairs in 75% (55%)

of cases

Women engaged in

extra-marital affairs in

25% (45%).

affairs

Men’s families were the

source in 22% of the cases

Women’s families

were the primary

source in 78% of the

cases

family strain

Divorce Planning CoursesDivorce Planning CoursesMortgage Coach Mortgage Coach EducationEducation

& & Jonathan KleinJonathan Klein

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?



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:1.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.2.The planner’s recommendations are always made in the best interest of their client.3.Planners will never sell their or another’s product while retained.4.Planners will openly acknowledge their lack of expertise in a specific area and make for appropriate recommendations of a service provider.5.Planners commit to never take part in a conspiracy to disenfranchise a spouse and or the legal system.6.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.

Uncontested Uncontested Market Market SpaceSpace



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!



What is Divorce Planning?

• Coaching

• Planning for present and future needs

• Financial planning

• Therapy

• Tool to sell mortgages

• Away to create referrals for partners

“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!”



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”

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.



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!



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



Prenuptial Planning “Bonus Content”

U.P.A.A.Uniform

PremaritalAgreement Act



The Consultation



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.”



Session 2

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



Grab an Umbrella

• Unique value proposition

• Marketing campaign

• Budget

• Rehearse

• Educational materials

• Leverage life experience

• Laughter

• Action, apply, administer

YOUR SWOT YOUR SWOT PLANPLAN

Putting Putting together together your toolkityour toolkit

Your Divorce Plan

How do I start?

CAMPAIGN CREATIONCOSTSRE-BRANDINGPROSPECT LISTARTICLES/MAILINGS

Your CRM is the Brain of your

Marketing

WHAT % ARE YOU USING?

Campaign Campaign Follow-UpFollow-Up

HandlingHandlingObjectionsObjections

Follow-up Follow-up planningplanning

Your first meeting…

Partner Implementation

Strategic RelationshipsStrategic Relationships

Public RelationsPublic RelationsYou can manage You can manage your own PR if…your own PR if…

MUST DOMUST DOENTERTAININGENTERTAINING

CompetitionCompetition

Client CallsClient Calls

Client Follow-upClient Follow-up

ResourcesResources



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



Course Agenda: SESSION 2

8:30 am to 12:30 pm PST• Questions & Answers for early risers• Equitable Distribution• Community Property• QDRO/ERISA• Child Custody & Income• Short Sales• Case Studies & Mortgage Coach Lab• Quiz



HOW TO SIGN-UP

GREG [email protected]

101: Anatomy of Divorce Planning$495

201: Building your Divorce Planning Practice$495

Life & Family Dependents Assets CreditDistribution Estate Uncontested Partnership Divorce Planning...

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