Coaching Guidelines, Commitments and Policies for

The purchaser Who has enrolled in the Wealth Secrets Mastermind (“Program”). By purchasing this product you agree to everything below: 

You and I, Mark Lewis, representing Incorporate for Freedom, LLC, (“me” or “I” or “myself”) stipulate to the following whereas you seek to employ the services of myself.

Your full participation in the Program will provide you with the greatest potential for success throughout our time together. In this document I layout a foundation of our work together, including my commitments to you, the commitment asked of you and our policy on confidentiality. The confidentiality policy is memorialized in a separate document (the Non-Disclosure Agreement).

The Nature of the Program:

• As a participant in and during the 60-day program you will receive:
• Unlimited membership in the Wealth Secrets Membership (12 months)
• 25% discount on any 1-on-1 consultations
• 6 group sessions on zoom that span 60 days complete with recordings
• Unlimited access to my Live Office Hours on the Incorporate For Freedom Discord Community
• Access to all Office Hours (in Discord) and their recordings
• A guarantee that if we do not help you save or earn $6,000 from your participation in the program by class 4 we will refund your tuition.
• As a participant in and during the Wealth Secrets Membership (12 months) you will receive:
• Access to all books, e-books, courses currently in distributions or to-be distributed
• Access to all updates to materials, contracts, bylaws, operating agreements, minutes, and any other materials we produce for Incorporate for Freedom/Marksmoneysecrets etc.
• Exclusive access to any webinar recordings
• Unfettered access to our partners including tax preparers, insurance brokers, attorneys, enrolled agents etc.
• Unlimited access to all office hours and those recordings 

My Requirements of You, as per the Program:

• I will provide the required education for you to have a FULL KNOWLEDGE of the structures that you will create. During our sessions together, I will guide you through the means of setting up a corporate structure in order to give you the best Tax Reduction, Asset Protection and Legacy Preservation possible. However, you are the arbiter of what you most need. I cannot foretell your future. And much of the choices I will suggest to you for your structure will come from your description of your desires, needs and requirements for your future.
• This education will come in the form of materials, access to discord groups, videos, and group zoom calls. You have the right to have anyone on our zoom calls as long as you warrant, they will keep your requirements and agreements around non-disclosure of my Confidential Corporate Proprietary Information. We will six zoom calls in this group setting.
• I will not do this for you, and you will be the responsible party in creating the actual structure. However, I am available during my office hours, on the Discord group and during our sessions to ensure that every step you take is the right one and done in the right way. We are in a partnership to execute our goals together.
• I am available for reasonable questions during business hours outside of our zoom appointment times. You may also pose your questions in the discord group at any time.
• I will provide you with access to ALL my courses, previously recorded classes, and materials via Kajabi or Discord.
• This program can include trusts if the need arises, and you will be provided with ample materials and courses on how to create trusts for yourself. However, we will not be covering education during the live sessions on trust creation. Nevertheless, you are more than welcome to get your questions answered in the Discord, during office hours or even during our group sessions. I reserve the right to teach on courses if the need arises.
• You are responsible for all fees relating to State filings, insurance etc. for your companies.
• You are responsible for all fees relating to corporate materials.
• By the end of the program you will have a customized structure which:
• You will fully understand how to operate, keep compliant, for which to file taxes, scale, and from which you can manage finances.
• You will have recordings and videos and documents to support you along your journey as you scale your business.
• You will have all contracts necessary for the operation of the structure (but not your employee/lease contracts etc.)
• You understand that everything we do together SHOULD be reviewed by a certified member of the financial services community.
• You will always be given the opportunity to review our plans with a certified member of the financial services community before we do anything.
• Refunds may always be requested before session 4 if my $6,000 guarantee is not fulfilled. And, although I reserve the right to redress your needs and confirm the missing value, such requests when reasonable are honored.
• Because I am not a certified member of the financial services community, I will not report you to any organization regardless of your transgressions with the exception of human trafficking, violence, or self-harm.

Things I Will Not Provide:

• Investment advice.
• My services as your representative in a cause of action.
• Testimony to any government agency or public or private institution without an appropriately signed warrant or subpoena signed by a magistrate judge with appropriate jurisdiction in the State of Tennessee.
• I am not an ESQ nor a CPA and I cannot advise you regarding financial matters that require said certifications for advisement.
• Advice regarding insurance (except for liability insurance etc.)
• Counseling or coaching services outside of this agreement.
• Suggestions for you to do any actions which might be illegal, promote tax evasion, money laundering or any other violation of law.
• Support for your actions toward so-called “Sovereignty.”
• Representation in actions against a government agency. Such services need to be agreed upon in another document.
• Actions or services which violate the Enrolled Agent Certification under USC Title 31.

Things You Are Providing:

• $4,997 as tuition
• Truthful information about your situation.
• Strict adherence to the NDA document.
• Prompt attendance to our scheduled meetings.
• Your full attention during our meetings.
• You focus and compliance with the required homework.
• A free proclivity toward asking questions when you don’t understand.

My Commitment to You:

• Our relationship, although consultative in nature, is primarily one of coaching. Coaching is based on a relationship between myself and you. My intention is to honor that relationship first and foremost most with honesty and integrity. I am in service to you and your growth and that of your business.
• I will answer your questions in Discord, office hours and sessions as quickly and to the best of my ability. However, If you do not answer questions, you WILL NOT GET VALUE. This is not a “do it to me!” / “do it for me!” situation. We will do everything we can to help you get to your goals, but we mother and nursemaid no one.
• If I am unavailable due to travel or other circumstances, I will let you know 24 hours or more before our session. We will reschedule accordingly.
• I am always open to your feedback and the ultimate creation of value for you. If you feel that is not taking place, please communicate with me so that we can make corrections.
• Should I miss a Live Office Hour, it will be made up within a week.

Mental Stability:

Because the work we do is rigorous and sometimes confronting, you declare that you are not currently under the regular care of a psychiatrist for clinical mental illness and have not been for 6 months or more. If you are, you agree to disclose this to me.

Not Psychological/Psychiatric - Not a Licensed Doctor:

We are not licensed physicians, and the care we give is not a replacement for the work of a licensed Psychologist or Psychiatrist. If you feel you need that kind of help, please seek out those professionals.

Not Financial Advice - Not a Licensed Financial Advisor:

We are not licensed financial advisors although we hold certain legitimate certifications. Although we may make observations and suggestions about what we might do in certain situations, we are not advising you to take any financial risks, investments, trades or any other kind of advice. Any otherwise financial or financial planning advice you have perceived to come from us is only for entertainment purposes and is information which we have disseminated to hundreds of groups as well. At worst, it is information we have given in group settings and is not specific to your situation. At best, it is for entertainment purposes and should not be heeded in any fashion without the express approval of a licensed financial advisor or planner. We may also give you direct financial advice from financial advisors, but in such cases, we will credit such advisors and their credentials and only have the authority to advise you based on our understanding of their certified testimony and understanding. Even in such a case, we will direct you to those professionals directly and we STRONGLY suggest you do nothing without consulting with them. 

That said, I do my best to utilize the most up-to-date information from the IRC, the UCC and Administrative Procedures Act. You are encouraged to do your own research to confirm my suggestions for your business and personal finances. You move forward with any of my suggestions at your own risk. 

Indemnification:

You and I both agree to indemnify each other, our families, agents, assigns, heirs and anyone else related to us from actions or damages arising from our arrangement here, the deployment of my suggestions to you, the results of the financial decisions you’ve made based on the structures we create or any reactions any government agencies may have to our work together. If there are issues that arise from our working together, I will do my very best in good faith to assist you in resolving them including the possibility of letters or actions from the IRS. However, we will not take each other to court. Instead, if we exhaust commercial remedies to solve our differences we agree to arbitration from a certified arbitrator in the State of Wyoming. Any judgements will be enacted by a tribunal of three Notary Publics (instead of in a court).

Jurisdiction:

This contract finds its jurisdiction in the State of Wyoming.

Duration:

The duration of this agreement is for one year and may be extended in writing, agreed to by both of us, as an addendum to this agreement.

The Usual Items:

The usual items found in more formal agreements like “Force Majeure,” “Act of God,” “Labor Strike,” etc. Sometimes things happen which are out of our control, and we can’t perform our duties. We understand. We won’t kill this agreement due to them. And we’ll do our best to perform anyway.

Appropriate Behavior Required:

If you present behavior to me, my staff or with others in our community that is threatening, overtly offensive, abusive, bullying or any kind of promotion of criminal activity, this contract will terminate with all monies paid forfeit. You will be warned once and given 30 days of probationary observation during which time we will evaluate your participation with our community. If your behavior ceases from the above mentioned characteristics, your membership will be fully reinstated.

Termination:

Either party may cancel this agreement at any time with written notice for any reason. If I cancel it, except for on the grounds of a violation of Appropriate Behavior (listed above), I will refund you the difference of what you’ve paid pro-rata to the time left of your membership. If you cancel it, your membership will terminate immediately, without any refund. Regardless of the termination, the non-disclosure agreement shall always outlive this document, as neither your personal or business information nor my proprietary information should ever be disclosed.

Mutual Non-Disclosure Agreement

1. Purpose. The Company and Third Party wish to explore a business opportunity under which each party may disclose its respective Confidential Information to the other party (including business plans/creative materials/personal information etc.) regarding consulting on Third Party’s corporate and private financial structures ,such that each party may disclose certain confidential technical, personal and business information to the other party, which each party is to respectively maintain as confidential in accordance with the terms of this Agreement. Neither party shall have any obligation to negotiate or enter into

any agreement or transaction with the other party beyond this Agreement.

2. "Confidential Information" shall mean any and all (a) technical, personal and nontechnical information provided by either party whether written, embodied in tangible material, oral or visual, including but not limited to (a) patentable subject matter or the

contents of patent applications, (b) trade secrets, and (c) proprietary information, such as but not limited to, ideas, samples, media, techniques, sketches, drawings, works of authorship, models, inventions, know-how, processes, apparatuses, equipment, algorithms, software programs, software source documents, and materials related to the current, future, and proposed products and services of the disclosing party and including, without limitation, information concerning research, experimental work, development, design details and specifications, engineering, financial information, procurement requirements, purchasing, manufacturing, customer lists, investors, employees, business and contractual relationships, business forecasts, sales and merchandising, marketing plans, and which may also include personal financial, asset, locations, banking, and investment information, and information each party provides regarding external or unrelated third parties; (b) the existence of this Agreement and that Confidential Information is being made available to each party; and (c) the fact that discussions or negotiations are taking place between the Company and the Third Party. Confidential Information shall not, however, include any information which the receiving party can establish (i) was publicly known and made generally available in the public domain prior to the time of disclosure by the disclosing party; (ii) becomes publicly known and made generally available after disclosure by the

disclosing party through no action or inaction of the receiving party; (iii) is in the possession of the receiving party, without confidentiality restrictions, at the time of disclosure by disclosing party as shown by the receiving party’s files and records immediately prior to the time of disclosure; or (iv) the disclosure was in response to an order by a court or other governmental body, was otherwise required by law, or was necessary to establish the rights of either party under this Agreement (provided, however, prior to such communication the party disclosing information under such requirements notifies the other party in advance so that the other party may seek a protective order or other appropriate remedy).

3. Mandatory Disclosure. In the event that either party or their respective directors, officers, employees, consultants, or agents are requested or required by legal process to disclose any of the Confidential Information of the other party, the party required to make such disclosure shall give prompt notice so that the other party may seek a protective order or other appropriate relief. In the event that such protective order is not obtained, the party required to make such disclosure shall disclose only that portion of the Confidential Information that its counsel advises that it is legally required to disclose.

4. Non-use and Non-disclosure. The Company and Third Party agree not to use the Confidential Information disclosed to it by the other respective party for its own use or for any purpose except to carry out discussions concerning, and the undertaking of, any business relationship between the two parties. Neither party will disclose any Confidential Information of the other party to third parties, except to those employees or authorized representatives who are required to have the information in order to evaluate or engage in discussions concerning the contemplated business relationship. Each party will have those employees or authorized representatives to whom Confidential Information of the other party is disclosed or who have access to Confidential Information of the other party sign a confidentiality agreement having content substantially similar to this Agreement, prior to any disclosure of Confidential Information to such employees. Each party shall only permit access to Confidential Information to those of its employees or authorized representatives having a need to know and who have signed confidentiality agreements or are otherwise bound by confidentiality obligations substantially similar to those contained herein. Each party shall not make, have made, use or sell for its own purposes or any purpose other than on behalf of the other party, any Confidential Information or tangible item using or incorporating any Confidential Information unless specifically authorized by other party in writing.

5. Maintenance of Confidentiality. Each party agrees that it will take all reasonable measures to protect the secrecy of and avoid disclosure and unauthorized use of Confidential Information of the other party in order to prevent it from falling into the public domain or the possession of persons other than those persons authorized hereunder to have any such information, which measures shall include the highest degree of care that each party utilizes to protect its own Confidential Information of a similar nature. Each party shall not make any copies of Confidential Information unless the same are previously approved in writing by the disclosing party or otherwise provided for within this agreement.

Each party shall reproduce the other party’s proprietary rights notices on any such approved copies, in the same manner in which such notices were set forth in or on the original. Each party agrees it will not disclose Confidential Information to any external or

unrelated third party, except as approved in writing by the other party. Each party agree to immediately notify the other party in writing of any misuse or misappropriation of such Confidential Information of the other party that may come to its attention.

6. Title. Title to the Confidential Information of each party remains with the respective disclosing party. Each party shall not assign, sell, or transfer any rights or obligations pertaining to the other party’s Confidential Information under this Agreement without the prior written consent of the other party. Any reproduction of any Confidential Information shall remain the property of the respective disclosing party and shall contain any and all confidential or proprietary notices or legends that appear on the original, unless otherwise authorized in writing by the respective disclosing party.
7. No License. Nothing in this Agreement is intended to grant any rights to the either party under any patent, mask work right or copyright of the respective disclosing party, nor shall this Agreement grant either party any rights in or to Confidential Information, except the limited right to review such Confidential Information solely for the purposes of determining whether to enter into the proposed business relationship with the other party.
8. Termination. Unauthorized copying or disclosure of the confidential information or the accompanying materials, or failure to comply with the above restrictions will result in automatic termination of this Agreement and will make available to either party other legal remedies. Upon termination of this Agreement, each party will return all confidential information and any accompanying materials, and all copies thereof, representing the Confidential Information, to the other party. The respective partys’ (Company and Third Party) obligations under this Agreement with respect to any portion of the Confidential Information shall terminate when the either party can document the provisions of Item 2 above, specifically provisions (i) through (iv), indicating that the information is not or is no longer Confidential Information. The respective party's (Company and Third Party)

obligations under this Agreement shall survive termination of the Agreement between the parties and shall be binding upon the respective party's (Company and Third Party) heirs, successors and assigns.

9. Term. This Agreement shall survive until such time as all Confidential Information disclosed hereunder becomes publicly known and made generally available through no action or inaction of each respective party charged with an obligation of confidentiality.

Each party's confidentiality obligations under this Agreement shall survive termination of the Agreement between the parties and shall be binding upon the respective party's (Company and Third Party) heirs, successors and assigns.

10. Severability. If any provision of this Agreement is found by a proper authority to be unenforceable, that provision shall be severed, and the remainder of this Agreement will continue in full force and effect. Each party agrees that its obligations hereunder are necessary and reasonable in order to protect the other party and the other party's business, and expressly agrees that monetary damages would be inadequate to compensate the other party for any breach by either party of any covenants and agreements set forth herein. Accordingly, each party agrees and acknowledges that any such violation or threatened violation will cause irreparable injury to the other party and that, in addition to any other remedies that may be available, in law, in equity or otherwise, the other party shall be entitled to obtain injunctive relief against the threatened breach of this Agreement or the continuation of any such breach, without the necessity of proving actual damages.
11. Miscellaneous. This Agreement shall be binding upon and for the benefit of the undersigned parties, their respective heirs, successors, and assigns provided that Confidential Information of either party may not be assigned without the prior written consent of the disclosing party. Failure to enforce any provision of this Agreement shall not constitute a waiver of any term hereof.
12. Governing Law and Jurisdiction. This Agreement shall be governed by and construed in accordance with the laws of Wyoming without reference to conflict of laws principles. Any disputes under this Agreement shall be subject to the exclusive jurisdiction and venue of the Wyoming state courts and the Federal courts located in Laramie County, Wyoming, and the parties hereby consent to the personal and exclusive jurisdiction and venue of these courts and shall be binding upon the parties hereto in the United States and worldwide. The federal and state courts within the State of Wyoming shall have exclusive jurisdiction to adjudicate any dispute arising out of this Agreement.
13. General. (A) Each party shall not export, directly or indirectly, any technical data acquired pursuant to this Agreement or any product utilizing any such data to any country for which the U.S. Government or any agency thereof at the time of export requires an export license or other governmental approval without first obtaining such license or approval. (B) All notices or reports permitted or required under this Agreement shall be in accordance with generally accepted business communication protocols. Notices shall be sent to the addresses set forth at the end of this Agreement or such other address as either party may specify in writing. (C) During the two-year period commencing on the Effective Date, each party will not employ, or solicit or seek to employ, any person who is an employee of the other party as of the Effective Date or who becomes an employee of the other party or of any subsidiary or other affiliate of the other party during the term of this Agreement. (D) This Agreement may not be amended except by a writing signed by both parties hereto. (E) Each party represents, warrants, and agrees that neither it nor any of its Divisions, Subsidiaries, Affiliates, partners, or other entities related to each respective party are engaged, directly or indirectly, in competition with the other party.