I: Your first payment of $70,000 will be considered your agreement to the full terms of this contract.  Execution of this contract will deliver to you:

1. All the items and stages outlined in the proposal dated July 11th, 2023, with up to 20 deliverables between the date of execution and January 30, 2024.  Discovery and Outline are not included in the 20 Deliverables.  The final list of 20 Delivery Items will be finalized within the first 45 days of this contract execution. 

2. 20 Deliverables include but are not limited to logo design, website design and coding (not to exceed more than 10 pages), brochures and marketing collateral (each one not to exceed more than 10 pages), videos, and cards. 

A deliverable counts as one full entity from start to completion and can be used as a stand-alone.  For example, each video counts as one deliverable.  A website design and coding of 10 pages counts as one deliverable.  Full, compliance-approved website copy counts as one deliverable.  10 Social Media Posts counts as one deliverable.  One brochure counts as one deliverable.  Updating all your Linkedin accounts to be cohesive counts as one deliverable.

We will agree together what can be each of the 20 deliverables.

3. Your payment includes all our labor, creative and platform charges (such as hosting the website while we are working together or digital brochure platforms), but does not include printing, advertising and event/venue space. 

4.  You understand that each one of the 20 Deliverables will come with a maximum of 3 rounds of drafts, and needing to go beyond those 3 rounds (per your subjective request, not if factually incorrect) may mean missing our deadline of January 30, 2024. 

5.  Select Advisors Institute reserves the right to use whichever vendor, producer and marketing specialist it wants and needs to bring your 20 Deliverables to reality, as long as we have done our own due diligence on that subject matter expert.

II. Pricing, Payment Terms: Total price will be $140,000. Payment terms due half on execution date, second on January 10, 2024.

You understand that under no circumstances will Select Advisors offer a refund for this purchase. You understand that your fee to us should not be reduced in the event that you do not utilize our services set forth in this contract or if your needs change.

While we will aim to have everything delivered to you by January 30, 2024, the maximum end date for delivery of these 20 items will be February 20, 2024.  This will only be necessary if there are unforeseen reasons (clients, health matters, etc.) to delay a response or approval from you.

III.  Confidentiality: The parties each now own and will hereafter develop, compile and own certain proprietary techniques, trade secrets, technology, and confidential information which have great value in their respective businesses (collectively, “Information”). The parties may disclose Information to each other and with their subject matter experts during the performance of the services contemplated under this Agreement. Information is to be broadly defined and includes all information which has or could have commercial value or other utility in the businesses in which the parties are engaged or contemplate engaging or the unauthorized disclosure of which could be detrimental to their interests, whether or not such information is identified by the parties. By way of example and without limitation, Information includes any and all information concerning discoveries, software programs, passwords, processes, techniques, know-how, data, research techniques, current and prospective client lists including personal identifiable information, marketing, sales or other financial or business information. The parties agree that at all times subsequent to the entry into this Agreement, they will keep confidential and not divulge, communicate, or use each others’ Information unless required to do so by legal process. The obligations with respect to any portion of the Information as set forth above shall not apply when a party can document that such information (i) was in the public domain at the time it was communicated to it; (ii) entered the public domain subsequent to the time it was communicated to it through no fault of itself; or (iii) was in its possession free of any obligation of confidence at the time it was communicated. The duties of confidentiality set forth herein shall survive the termination of this Agreement. This Agreement may not be assigned without the written consent of the non-assigning party, and any purported assignment violating this provision will be void. If any provision of this Agreement is or becomes inconsistent with any present or future law, rule or regulation of any governmental or regulatory body having jurisdiction over the subject matter of this Agreement, the provision will be deemed rescinded or modified in accordance with any such law, rule or regulation. In all other respects, this Agreement will continue in full force and effect. No provision of this Agreement may be waived or modified unless in writing and signed by the party against whom such waiver or modification is sought to be enforced. Either party’s failure to insist on strict compliance with this Agreement or any continued course of conduct on its part will in no event constitute or be considered a waiver by such party of any right or privilege. Your representations, warranties and obligations hereunder will survive the termination of this Agreement. This Agreement will be governed by and construed under the laws of the State of California without regard to principles of conflict of laws. The parties irrevocably consent to the exclusive jurisdiction and venue of the courts located in the County of Orange, California, in connection with any action relating to this Agreement