NGFS Advanced Marketing Programs

1501 S. Clinton St. STE 210 Baltimore, MD 21224 Phone: 877-529-0550 Fax: 800-661-0675 E-mail:

NGFS Advanced Marketing Programs
MMAP is designed for NGFS Loan Consultants who are committed to marketing reverse mortgages and other cash flow planning products to consumers in their market area. Although the program certainly isn’t right for everyone, we do know that those who participate typically write more business because of the support and additional materials they are provided with on a regular basis. Advanced Marketing Program participants can choose the level that fits their budget and their needs for marketing assistance.

Valerie VanBooven RN, BSN. PGCM is the Director of Marketing for NGFS, and also manages the program. Doug McLain, CEO of NGFS also manages the program by way of case design assistance as needed for participants. Frank Neubauer, CAO of NGFS manages commissions.

NGFS Advanced Marketing  Program Benefit and  Program Features
NGFS Business Booster  Ezine (weekly via email) 5 Marketing Videos Monthly Marketing Webinars or  Conference Calls NGFS Ultimate Gold+ Newsletter  (US MAIL) Webinar and Conference Call  Replays on the Web Webinars and Conference Call  on CD Webinar and Conference Call  Handouts Access to Private Member’s  Only Website

FREE Access For All

Gold+ Membership Level
($49.99/MONTH) Test-Drive for 1 month for $5.00 (postage cost)

Platinum Coaching Level
($297/MONTH for 12 months)

Sent by Email  Only 

            Monthly    Gold+     All  All                
No change 


On Website 

Basic     Some  Some                
No change 

Marketing Forum Member’s Templates  Ads and Marketing Materials Member’s Documents and  Examples Magnetic Marketing for  Senior Service Providers Full  Marketing Kit FREE
One-on-one 60 minute  telephonic coaching session One Mastermind Group  coaching call The Senior Solution  Marketing Kit Custom Designed Ads and  Marketing Materials Compensation Structure

Increased one level above current production level. 


Advanced Marketing Program AGREEMENT
FAX TO: 800-661-0675
As of ________________, 200_ (“Effective Date”), this Advanced Marketing Program. (“Agreement”) is entered into by Next Generation Financial Services, LLC (“NGFS”) located at 9901 Business Parkway, Suite B, Lanham, Md. 20706 (“Provider”) and _____________________________, located at ____________________, _____________(“Customer”). The parties agree as follows:

1. Services. NGFS shall render services and deliver any corresponding work product (together "Services") as set forth in Exhibit A, which shall outline Services to be performed. Customer shall cooperate and provide information, data requested by NGFS in a timely manner when helpful for completion of Services. 2. Payment. Customer shall pay NGFS for Services as set forth in Exhibit A; payment amounts shall be in USD. Unless otherwise stated all payments will be processed by credit card. Payments will be charged to the customer’s credit card upon receipt of the credit card authorization and subsequently on the first of the month beginning on the first of the month following the date of the Agreement and every month thereafter until the annualized cost has been paid, if the payment is declined and not reinstated within fifteen (15) days after initial charge it shall constitute material breach of this Agreement and result in cancellation of services and compensation provided in the Agreement. 3. Relationship. NGFS’s relationship with Customer shall be that of an independent contractor and nothing in this Agreement should be construed to create a partnership, joint venture or agency relationship. 4. Confidentiality. Neither party shall disclose or use for any purpose except as outlined hereunder (i) the financial terms of this Agreement, (ii) the technology, ideas, formula, know how, documentation, procedures, algorithms and/or trade secrets embodied in the Services, technical documentation, solution methodology (e.g. forecasting and optimization techniques), user manuals and other deliverables, (iii) NGFS business or marketing data; and/or (iv) any other information, whether in written or magnetic media, that is identified as confidential; except such information that (a) is known to either party prior to its first receipt of such information, (b) is generally known to the public prior to its receipt by Customer, (c) becomes available to the public other than as a result of a disclosure by either party; (d) is required to be disclosed pursuant to an applicable law or by order of any court or governmental agency; or (e) is independently developed by either party without reference to confidential information. 5. Intellectual Property a. Rights Reserved. NGFS and its licensors retain and reserve exclusive ownership of all worldwide copyrights, trade marks, service marks, trade secrets, patent rights, moral rights, property rights and all other industrial rights in the Services, including any derivative works, modifications, customizations, updates, or enhancements. All rights in and to the Services not expressly granted to Customer in this Agreement are reserved by NGFS and its licensors. b. Customer License. Effective upon payment of fees due hereunder, Provider grants to Customer a nonexclusive, non-transferable, license for Customer to use the Services. All rights not set forth in this license are reserved by NGFS. Customer acknowledges that the Services and their structure, organization, and source code constitute valuable trade secrets of NGFS. Accordingly, Customer agrees not to (a) modify, adapt, alter, translate, or create derivative works from the Services; (b) sublicense, lease, rent, loan, or otherwise permit a third party to use the Services; (c) reverse engineer, recompile, disassemble, or otherwise attempt to derive the source code for the Services; or (d) otherwise use the Services except as expressly allowed in this Agreement. Customer shall not use the Services in a way that violates any local, state, federal or law of other nations, including but not limited to the posting of information that may violate third party rights, that may defame a third party, that may harass or assault others, that may violate hacking or other criminal regulations, etc. of its agents, officers, directors, contractors or employees.

6. Warranty. a. Services Warranty. NGFS shall perform Services at or above industry standards and Services shall substantially conform to Exhibit A. b. Except as provided in this section “Warranty”, the services are provided “AS IS” without any warranty whatsoever. Customer recognizes that the as is clause of this agreement is an important part of the basis of this agreement, without which provider would not have agreed to enter this agreement. Provider disclaims all other warranties, express, implied, or statutory, including but not limited to any warranties of merchantability, fitness for a particular purpose, title, and noninfringement. No representation or other affirmation of fact regarding the services shall be deemed a warranty for any purpose or give rise to any liability of provider whatsoever. Customer Acknowledges that it has relied on no warranties other than the express warranties in this agreement. 7. LIMITATION OF LIABILITY. NGFS shall not be liable to customer or any third party for any incidental, indirect, exemplary, special or consequential damages, under any circumstances, including, but not limited to, lost profits, revenue or savings, loss of goodwill, or the loss of use of any data, even if NGFS had been advised of, knew, or should have known, of the possibility thereof. Under no circumstances shall NGFS’s aggregate cumulative liability hereunder, whether in contract, tort, or otherwise, exceed the total amount of fees actually paid to it reflected in the agreement. Customer Acknowledges that the fees paid by it reflect the allocation of risk set forth in this agreement and that NGFS under this allocation of risk set forth in this agreement and that NGFS would not enter into this agreement without these limitations on its liability. 8. Force Majeure. Either party shall be excused from performing hereunder to the extent that it is prevented from performing as a result of any act or event which occurs and is beyond its reasonable control, including, without limitation, acts of God, war, weather, utility or telecommunications outages, unrest or riot, strikes any action of a governmental entity; etc. provided that the party experiencing the force majeure provides the other with prompt written notice thereof and uses reasonable efforts to remedy effects of such matter. 9. Terminations and Term. Either party may terminate this Agreement without cause. If terminated by the Customer without cause the Customer shall be released upon payment of an amount equal to the funds advanced by NGFS on behalf of the Customer plus an amount equal to two months payments if terminated during the first six months of the Agreement or an amount equal to funds advanced by NGFS on behalf of the Premier producer plus one month’s payment if terminated during the last six months of the Agreement. . Either party may also terminate this Agreement for material breach by the other and failure to cure such breach within thirty days. The term of this Agreement shall begin upon the Effective Date of the Agreement and shall be for a twelve month period starting with the 1st of the month following the date of the Agreement and shall renew annually thereafter unless either Party notifies the other party within thirty (30) days of expiration of their intent to cancel. 10. Legal Compliance. NGFS may suspend or terminate Services immediately upon receipt of any notice which alleges that Customer has used the Services for any purpose that violates any local, state, federal or law of other nations, including but not limited to the posting of information that may violate third party rights, that may defame a third party, that may harass or assault others, that may violate hacking or other criminal regulations, etc. of its agents, officers, directors, contractors or employees. In such event, NGFS may disclose the Customer’s identity and contact information, if requested by a government or law enforcement body or as a result of a subpoena or other legal action, and NGFS shall not be liable for damages or results thereof and Customer agrees not to bring any action or claim against NGFS for such disclosure. 11. Miscellaneous. This Agreement and any dispute arising hereunder shall be construed in accordance with the laws of the State of Maryland without regard to principles of conflict of laws. For the purpose of this Agreement, NGFS consents to the personal jurisdiction of the state and federal courts located in Maryland. If any provision of this Agreement is prohibited by law or held to be unenforceable, the remaining provisions hereof shall not be affected, and this Agreement shall continue in full force and effect as if such unenforceable provision had never constituted a part hereof, and the unenforceable provision shall be automatically amended so as to best accomplish the objectives of such unenforceable provision within the limits of applicable law. Any waiver of a provision of this Agreement must be in writing and signed by the party to be charged. Customer may not assign this Agreement and any such attempt shall be void. A valid waiver hereunder shall not be interpreted to be a waiver of that obligation in the future or any other obligation under this Agreement. This Agreement constitutes the entire agreement between the parties related to the subject matter thereof and supersedes any prior or contemporaneous agreement between the parties relating to the performance of work.

IN WITNESS WHEREOF, the parties hereto have caused this Advanced Marketing Agreement to be executed as of the Effective Date.

By: Name: Title: Date:



Name:______________________________ Title: _______________________________ Date:

Advanced Marketing Programs Credit Card Information FAX TO: 800-661-0675
Yes, please sign me up for: (CIRCLE ONE)
◊ ◊

Gold Level: $49.95 – monthly - get the first month FREE!, upgrade at any time. Platinum Coaching Level: $297/month for 12 months.
_____ Visa _____ MasterCard _____ American Express

Card Type: Card Number:

Expiration Date: Cardholder Name: Billing Address:


Cardholder Phone Number: (


I, _____________________, acknowledge that all information is correctly provided and that I am the cardholder of the above credit card. I further acknowledge that the signature below is my signature as indicated on the reverse side of the above indicated card. I hereby authorize N.Gen to charge my credit card for the indicated amount as per terms listed above. Authorizing Signature: Loan Officer Information Loan officer name: Address if different than above: Date:

Phone number: Email Address: ___________________________________


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