Participation Agreement

Terms and Conditions

Terms and conditions for participation in the Lifetime Trusted Advisor Program (herein referred to as the "Program").

This is an agreement between Quadratic Leadership Inc., (herein referred to as the “Company”) and you (herein referred to as "you", the "Client" or "Participant"). Please READ Carefully. By purchasing this program you agree to the follow terms stated herein.

PROGRAM / SERVICE

Quadratic Inc. (the "Company) agrees to provide, "The Lifetime Trusted Advisor Program" (herein referred to as the "Program") identified in our online cart. You agree to abide by all policies and procedures as outlined in this agreement as a condition of their participation in the Program.

DISCLAIMER:

You recognize that Bryan Franklin, Jennifer Russell and the Company do not make any warrants or guarantees about your financial results or mental health either during or after completion of the Program. The Company and it's agents do not accept responsibility for any errors, inaccuracies in, or omissions from, the information and experiences provided during or in relation to the Program

You understand Bryan Franklin, Jennifer Russell and the Company are not lawyers, doctors, managers, therapists, or psychotherapists. You understand that the Company has not promised, shall not be obligated to and will not; (1) introduce you to the Company's network of contacts (2) procure or attempt to procure a partnership or customers for you; (3) act as a therapist providing psychoanalysis, psychological counseling or behavioral therapy; You understand that a relationship does not exist between the parties after the conclusion of this Program. If the Parties continue their relationship, a separate agreement will be entered into.

You understand that any benefits derived from this program depend upon the extent of your participation. You accept full responsibility for the outcome of taking the Program and you willingly agree to follow all instructions and participate fully.

FEES:

The fee for the Lifetime Trusted Advisor Program

PAYMENT OPTION 1: 1 payment of $25,000 (due today) or a discounted early bird amount.

PAYMENT OPTION 2: 8 monthly payments of $3,250. Your first payment is due today and then every 30 days until all 6 payments are made) or a discounted early bird amount.

The fee for Returning Alumni who may be eligible to pay 50% off the regular program price. Alumni may have the option to either pay upfront and save $1000 or to pay a non-refundable $2000 deposit on the program to hold their spot that is applied to their total payment remaining payment due.

PAYMENT OPTION 1: Pay $12,500 immediately one time payment.

PAYMENT OPTION 2: Pay $2000 non-refundable deposit immediately and pay 6 monthly payments of $1,750 starting in the month of March before the kickoff.

OPTIONAL VIP PACKAGE: (gives you access to attend in-person retreats)

VIP PACKAGE: 1 payment of $3,499 (due now upfront) which includes venue access, meals from Thursday (Dinner) - Monday (Lunch), and lodging on a first come, first serve basis to the first 35 people who register. Airfare is not included. There are lodging options available nearby if the first come first serve spots on-site are already taken. We do not offer discounts if you do not require all the meals or lodging.

ACCESS TO PROGRAM MATERIALS:

All participants in the Lifetime Trusted Advisor Program will have online access to the program materials (i.e. videos, transcripts, written materials, etc.) and our CoackingOS.com software for the 6 months of the program and for an additional 30 days after the program ends.

Prior to the start of the program in March, access to the initial Module of the LTV Curriculum will be released and accessed.

If participants would like to continue their access to these program materials and/or the CoachingOS.com software, they will be invited to continue their membership to the Trusted Advisor Network which also includes access to various bonus courses and a monthly masterclass and coaching call.

Access to the program materials, CoachingOS.com software, bonuses courses, and ongoing monthly masterclasses will continue as long as their membership is in good standing. Memberships are in good standing when all monthly or annual payments have been paid for that period.

METHODS OF PAYMENT:

If you elect to pay by installments, you authorize the Company to charge your credit card or debit card. If you elect to pay in FULL, you may pay by credit card or debit card.

If you have a late or outstanding balance, you may not be permitted to access content until your payments are current.

PROGRAM REFUND POLICY

Canceling Your Enrollment Within The 3 Day Cooling-off Period. If you choose to cancel your enrollment for any reason within 3 business days of purchase, then we will refund you the total amount. Please allow up to 10 business days after your refund has been approved for your refund to be processed. You must notify us in writing during this period explaining that they are electing to drop the Program and are requesting a refund. Send this correspondence via email to bryan@lifetimetrustedadvisor.com on or before the refund period date in order to be eligible for a full refund. After the refund period, you acknowledge that all remaining payments are due.

Canceling Your Enrollment within 30 days (but after the 3-day cooling off period). If you choose to cancel your enrollment within 30-days of the date of your purchase, but after the 3-day cooling off period, then we will refund you the amount paid less a 5% fee to cover administrative and credit card fees.

Please allow up to 10 business days after your refund has been approved for your refund to be processed. You must notify us in writing during this period explaining that they are electing to drop the Program and are requesting a refund. Send this correspondence via email to bryan@lifetimetrustedadvisor.com on or before the refund period date in order to be eligible for a refund of the amount paid less the 5% fee.

After the refund deadline, you acknowledge that all remaining payments are due regardless of your participation.

Returning Alumni Canceling Your Enrollment After Deposit Paid: If you choose to cancel your enrollment as a returning alumni after paying an initial deposit. You have 30 days from the date you paid the deposit to request a refund less a 5% fee to cover administrative and credit card fees. Please allow up to 10 business days after your refund has been approved for your refund to be processed and visible on your statement. You must notify us in writing during this period explaining that you are electing to drop the Program and are requeseting a refund. Send this correspondence via email to bryan@lifetimetrustedadvisor.com on or before the refund period date in order to be eligible for a refund of the amount paid less the 5% fee. After the refund deadline which is 30 days after you paid your deposit, you acknowledge that your deposit is non-refundable and all remaining payments are due regardless of your participation.

All refunds are discretionary. To further clarify, we will not provide full refunds after the 3 Day Cooling-off period from your date of purchase and will not provide refunds less the 5% fee after 30-days from the date of purchase.

A failure to attend one or more live events or participate in any part of the program courses and online programs does not warrant a refund. Full payment is still due.

All payments must be made on a timely basis. If payments are not made on time, you agree to pay interest on all past-due sums at a rate of 1.5% per month.

If you have any questions or problems, please let us know by contacting our support team directly. Support can be reached at: bryan@lifetimetrustedadvisor.com

INTELLECTUAL PROPERTY

The Company materials are copyrighted and original materials that have been provided to you are for your individual use only and a single-user license. You are not authorized to use any of Company’s intellectual property for your business purposes. You shall not reproduce any materials in whole or in part, these materials are for the Participant's (your) sole use. All intellectual property, including Company’s copyrighted materials, shall remain the sole property of Quadratic Inc. No license to sell or distribute Company’s materials is granted or implied. By purchasing this product, I agree I will not record or disclose the content of the program to anyone nor will I repurpose the content of the program in any manner, except as otherwise set forth in this Agreement. I will not attempt to instruct others in the techniques used in the program.

I acknowledge that I am not authorized to release the contents of any programs or any parts thereof provided to me online, electronically or in-person by the Company and/or another program participant to any third party without the prior written authorization of the Company. I confirm that the Company’s techniques and exercises constitute private and confidential information and I will neither (1) share this information with or teach this information to others except with the prior written permission of the Company, nor (2) practice the techniques and exercises outside of the Company program environment except as otherwise instructed by my Company teacher. I further acknowledge that the contents of the Company's programs constitute the intellectual property of the Company which is protected worldwide by the relevant copyright law and other applicable intellectual property laws, and that I may be liable under applicable law for any unlawful use, disclosure, copying, recording, modification or creation of derivative works of such contents except as explicitly authorized by the Company.

Further, by purchasing this product, you agree that if you violate, or display any likelihood of violating, any of the agreements contained in these paragraphs, the Company will be entitled to injunctive relief to prohibit any such violations and to protect against the harm of such violations.

PHYSICAL & PSYCHOLOGICAL HEALTH

You acknowledge that the Program may be emotionally challenging and stressful. You are responsible for your own mental and physical safety and well-being. This Program is not intended, nor appropriate for people with diagnosed mental or emotional conditions. If you have a history of any medical or psychological problems, the Company strongly advises and encourages you to seek out the help of a professional.

PARTICIPANT RESPONSIBILITY

You accept and agree that you is 100% responsible for your progress and results from the Program. You understand that any benefits derived from this program depend upon the extent of your participation. You accept full responsibility for the outcome of taking the program and you willingly agree to follow all instructions and participate fully.

The Company makes no representations, warranties or guarantees verbally or in writing. You understand that because of the nature of the Program and extent, the results experienced by each participant may significantly vary. You acknowledge that as with any endeavor, there is no guarantee that you will reach your goals as a result of participation in the Program. Program information is intended for a general audience and does not purport to be, nor should it be construed as, specific advice tailored to any individual. Company assumes no responsibility for errors or omissions that may appear in any Program materials.

COMMUNITY GUIDELINES

Lifetime Trusted Advisor's International community, like any community, functions best when its users follow a few simple rules. By accessing and/or using the website, forum, calls, and facebook group you agree to comply with these community guidelines (the “Community Guidelines”) and that:

  • You will comply with all applicable laws in your use of the websites and will not use the website for any unlawful purpose;

  • You will not upload, post, email, transmit, or otherwise make available any content that:

    • infringes any copyright, trademark, right of publicity, or other proprietary rights of any person or entity; or

    • is defamatory, libelous, indecent, obscene, pornographic, sexually explicit, invasive of another’s privacy, promotes violence, or contains hate speech (i.e., speech that attacks or demeans a group based on race or ethnic origin, religion, disability, gender, age, veteran status, and/or sexual orientation/gender identity; or

    • discloses any sensitive information about another person, including that person’s email address, postal address, phone number, credit card information, or any similar information.

  • You will not “stalk,” threaten, or otherwise harass another person;

  • You will not spam or use the website or facebook group to engage in any commercial activities;

  • If you post any Registered User Content, you will stay on topic;

  • You will not access or use the website to collect any market research for a competing business;

  • You will not impersonate any person or entity or falsely state or otherwise misrepresent your affiliation with a person or entity;

  • You will not interfere with or attempt to interrupt the proper operation of the website through the use of any virus, device, information collection or transmission mechanism, software or routine, or access or attempt to gain access to any data, files, or passwords related to the website through hacking, password or data mining, or any other means;

  • You will not cover, obscure, block, or in any way interfere with any advertisements and/or safety features (e.g., report abuse button) on the website;

  • You will not use any robot, spider, scraper, or other automated means to access the website for any purpose without our express written permission; provided, however, we grant the operators of public search engines permission to use spiders to copy materials from the public portions of the website for the sole purpose of and solely to the extent necessary for creating publicly-available searchable indices of the materials, but not caches or archives of such materials;

  • You will not take any action that imposes or may impose (in our sole discretion) an unreasonable or disproportionately large load on our technical infrastructure; and

  • You will let us know about inappropriate content of which you become aware.  If you find something that violates our Community Guidelines, please let us know, and we’ll review it.

We reserve the right, in our sole and absolute discretion, to deny you access to the website, facebook group, or calls without notice, and to remove any content that does not adhere to these Community Guidelines.

LIMITATION OF LIABILITY / HOLD HARMLESS:

You agree that you use the Company’s services at your own risk. You release Bryan Franklin, Jennifer Russell, the Company, its officers, employees, directors, contractors, representatives, subsidiaries, principals, agents, heirs, executors, administrators, successors, assigns, Instructors, guides, staff, Participants, and related entities any way as well as the venue where the Program is being held (if applicable) and any of its owners, executives, agents, or staff (hereinafter "Releasees") from any and all damages that may result from any claims arising from any agreements, all actions, causes of action, contracts, claims, suits, costs, demands and damages of whatever nature or kind in law or in equity arising from my participation in the Program. You accept any and all risks, foreseeable or unforeseeable. You agree that Company will not be held liable for any damages of any kind resulting or arising from including but not limited to; direct, indirect, incidental, special, negligent, consequential, or exemplary damages happening from the use or misuse of Company’s services or participation in the Program. Company assumes no responsibility for errors or omissions that may appear in any of the Program materials. You also understand that any testimonials or endorsements by our customers, clients or audience represented on our programs, courses, websites, content, landing pages, sales pages or offerings have not been scientifically evaluated by us and the results experienced by individuals may vary significantly.

FORCE MAJEURE

In the event that any cause beyond the reasonable control of either Party, including without limitation acts of God, war, curtailment or interruption of transportation facilities, threats or acts of terrorism, State Department travel advisory, labor strike or civil disturbance, make it inadvisable, illegal, or impossible, either because of unreasonable increased costs or risk of injury, for either Company to perform its obligations under this Agreement, the Company’s performance shall be extended without liability for the period of delay or inability to perform due to such occurrence.

SEVERABILITY/WAIVER

If any provision of this Agreement is held by to be invalid or unenforceable, the remaining provisions shall nevertheless continue in full force. The failure of either Party to exercise any right provided for herein will not be deemed a waiver of that right or any further rights hereunder.

NON-DISPARAGEMENT

The Parties agree and accept that the only venue for resolving such a dispute shall be in the venue set forth herein below. The parties agree that they neither will engage in any conduct or communications with a third party, public or private, designed to disparage the other. Neither you nor any of your associates, employees or affiliates will directly or indirectly, in any capacity or manner, make, express, transmit speak, write, verbalize or otherwise communicate in any way (or cause, further, assist, solicit, encourage, support or participate in any of the foregoing), any remark, comment, message, information, declaration, communication or other statement of any kind, whether verbal, in writing, electronically transferred or otherwise, that might reasonably be construed to be derogatory or critical of, or negative toward, the Company or any of its programs, courses, members, owner directors, officers, Affiliates, subsidiaries, employees, agents or representatives.

ASSIGNMENT

You may not assign this Agreement without express written consent of the Company.

MODIFICATION

The Company may modify terms of this agreement at any time. All modifications shall be posted on the Lifetime Trusted Advisor website and purchasers shall be notified.

TERMINATION

The Company is committed to providing all participants in the Program with a positive experience. By purchasing this product, you agree that the Company may, at its sole discretion, terminate this Agreement, and limit, suspend, or terminate Your participation in the Program without refund or forgiveness of monthly payments if you become disruptive to Company or other Participants, You are difficult to work with, you impair the participation of the other participants in the Program or upon violation of the terms as determined by Company. You will still be liable to pay the total contract amount.

INDEMNIFICATION

You shall defend, indemnify, and hold harmless Company, Company’s officers, employers, employees, contractors, directors, related entities, trustees, affiliates, representatives, and successors from and against any and all liabilities and expense whatsoever – including without limitation, claims, damages, judgments, awards, settlements, investigations, costs, attorneys fees, and disbursements – which any of them may incur or become obligated to pay arising out of or resulting from the offering for sale, the sale, and/or use of the product(s), excluding, however, any such expenses and liabilities which may result from a breach of this Agreement or sole negligence or willful misconduct by Company, or any of its shareholders, trustees, affiliates or successors. You shall defend the Company in any legal actions, regulatory actions, or the like arising from or related to this Agreement. You recognize and agree that all of the Company’s shareholders, trustees, affiliates and successors shall not be held personally responsible or liable for any actions or representations of the Company. In consideration of and as part of my payment for the right to participate in the Program, the undersigned, my heirs, executors, administrators, successors and assigns do hereby release, waive, acquit, discharge, indemnify, defend, hold harmless and forever discharge the Bryan Franklin, Jennifer Russell, the Company and its subsidiaries, principals, directors, employees, agents, heirs, executors, administrators, successors, and assigns and any of the training instructors, guides, staff or students taking part in the training in any way as well as the venue where the Programs are being held (if applicable) and any of its owners, executives, agents, or staff (hereinafter "Releasees") of and from all actions, causes of action, contracts, claims, suits, costs, demands and damages of whatever nature or kind in law or in equity arising from my participation in the Program.

RESOLUTION OF DISPUTES

If not resolved first by good-faith negotiation between the parties, every controversy or dispute relating to this Agreement will be submitted to the American Arbitration Association. All claims against Company must be lodged within 100-days of the date of the first claim or otherwise be forfeited forever. The arbitration shall occur within ninety (90) days from the date of the initial arbitration demand. The parties shall cooperate to ensure that the arbitration process is completed within the ninety (90) day period. The parties shall cooperate in exchanging and expediting discovery as part of the arbitration process. The written decision of the arbitrators (which will provide for the payment of costs) will be absolutely binding and conclusive and not subject to judicial review, and may be entered and enforced in any court of proper jurisdiction, either as a judgment of law or a decree in equity, as circumstances may indicate. In disputes involving unpaid balances on behalf of you, you are responsible for any and all arbitration and attorney fees.

NOTICES

Any notices to be given hereunder by either Party to the other may be effected by personal delivery or by mail, registered or certified, postage prepaid with return receipt requested. Notices delivered personally shall be deemed communicated as of the date of actual receipt; mailed notices shall be deemed communicated as of three (3) days after the date of mailing. For purposes of this Agreement, "personal delivery" includes notice transmitted by fax or email. Email: bryan@lifetimetrustedadvsior.com. This Agreement shall be binding upon and inure to the benefit of the parties hereto, their respective heirs, executors, administrators, successors and permitted assigns. Any breach or the failure to enforce any provision hereof shall not constitute a waiver of that or any other provision in any other circumstance.This Agreement constitutes and contains the entire agreement between the parties with respect to its subject matter, supersedes all previous discussions, negotiations, proposals, agreements and understandings between them relating to such subject matter. This Agreement shall be governed by and construed in accordance with the laws of the State of California, United States of America.

ENTIRE AGREEMENT:

This Agreement represents the entire agreement and supersedes all prior agreements oral or written.

CONTACT US

If you do not understand or agree with any of these conditions, please do not order this material. If you require further clarification, please contact bryan@lifetimetrustedadvisor.com

If we can be of any assistance to you our contact details are:

Quadratic Inc. (Lifetime Trusted Advisor)

724 Grizzly Terrace Drive Oakland, CA 94611

Contact: Bryan Franklin

Email: bryan@lifetimetrustedadvisor.com

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724 Grizzly Terrace Drive Oakland, CA 94611 • 415-650-5670

23 Regulus Ct Alameda, CA 94501 • 415-650-5670

bryan@lifetimetrustedadvisor.com

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