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The following terms (the “

Additional Terms

”) are hereby incorporated by this

reference into any agreement between Blairlee LLC, d/b/a (the


”) and you (the “

Primary Agreement

”) if so noted in the Primary



Integration with the Primary Agreement

. You and the Company agree

that these Additional Terms are to be read consistently with the terms of the

Primary Agreement whenever possible, but that if a conflict exists between these

Additional Terms and the Primary Agreement, the terms of the Primary Agreement

shall control. References to the “Agreement” in either the Primary Agreement or

these Additional Terms shall refer to both the Primary Agreement as supplemented

by these Additional Terms.


Additional Fee Payment Provisions

. If payment under this Agreement

is not provided within five (5) days of the due date, (a) interest on the unpaid

amounts will accrue interest at eighteen percent (18%) per year until paid in full, or

the highest rate permitted by law whichever is lower, and (b) your rights hereunder

will be suspended until full payment is made. Coach’s standard rates for services

are available upon request. Those rates may change from time to time and are not

necessarily the lowest rate charged to others. You also acknowledge that the

Company may receive compensation for referrals of potential clients or of you to

other professionals, whether or not affiliated with the Company, and that you shall

have no interest in any portion of that compensation, nor shall those payments

reduce amounts owed by you pursuant to this Agreement.


Operation of the Marketing Program and Related Activities

. Due to the

myriad regulatory requirements governing your and the Company’s activities, you

agree to operate the Marketing Program in full compliance with applicable legal

requirements as well as those governing your profession. You further agree to

include terms and conditions in your Marketing Program and any agreement with

your customers substantially similar to those contained on

Appendix A

to these

Additional Terms, which is incorporated into the Agreement by this reference, in

addition to any other disclosures required by law or your profession’s regulatory



Information on Referrals

. You agree to advise the Company on a

monthly basis and as requested by the Company as to the number of appointments

you have received from the Marketing Program. You shall also provide to the

Company information on the potential clients generated from the Marketing

Program who have been referred by you or your affiliates to mortgage brokers,

insurance agents or real estate professionals and to which professionals they were




Additional Provisions Regarding Warranty Claims

. To receive the

extended services pursuant to the limited warranty, you must advise Coach in

writing of the number of appointment requests and sales actually achieved during

and resulting from the Marketing Program within five days following the end of the

initial 90-day term. You agree to provide Coach with full access to your books and

records, including your computer mail system, to ascertain whether the

performance thresholds hereunder have been achieved. If it is determined that

either of those performance levels had been achieved, you will be responsible for

full payment for the extended services and for Coach’s costs incurred in

undertaking that investigation and in resolution of the warranty claim.



. You approve the disclaimers included in



and agree that those provisions are incorporated into this Agreement by this

reference, with references to the Company meaning Blairlee LLC and references to

“you” meaning you. Accordingly, those provision shall govern your rights with

respect to the Company.


Governing Law and Jurisdiction/Limitation of Liability

. This Agreement

shall be governed by and construed exclusively in accordance with the laws of the

State of Arizona, without regard to its conflicts of laws provisions. In the event of

any dispute between the parties, the prevailing party shall be entitled to reasonable

attorneys’ fees and costs in addition to any other relief granted; further, the parties

agree to submit any dispute to mediation in Maricopa County, Arizona. If the

mediation is not successful, any disputes shall be filed in the state or federal courts

located in Maricopa County, Arizona, which courts shall have exclusive jurisdiction

of the parties. Each party hereby submits to the exclusive jurisdiction of those



CONTEMPLATED BY THIS AGREEMENT. You acknowledge and agree that the

Coach’s remedies at law for a breach or threatened breach of any of the provisions

would be inadequate. You therefore agree that in the event of a breach or

threatened breach of your obligations under this section, in addition to any

remedies at law, Coach shall be entitled to pursue equitable relief in the form of

specific performance, a temporary restraining order, a temporary or permanent

injunction or any other equitable remedy which may then be available, without the

necessity of showing actual monetary damages or deposit of any bond. In no

circumstances shall Coach be liable for indirect, consequential, special, punitive, or

exemplary damages, even if it has been advised of the possibility of those

damages. In no event shall Coach’s liability to you exceed any cash payments

made by you to Coach pursuant to this Agreement during the preceding six months

of this Agreement.


General Provisions

. This Agreement represents the entire agreement

of the parties and replaces any other agreements, promises or communications

between them on or prior to the date of this Agreement. This Agreement may only


be modified by a written agreement executed by each of the parties. This

Agreement may be executed in counterparts and together they represent one

agreement. Counterparts may be delivered by e-mail or similar electronic means

and shall be effective as if a signed original had been delivered at that time. This

Agreement shall inure to the benefit of and be binding on the parties and their

successors and assigns. You shall not assign your rights under this Agreement

without the prior written consent of Coach. Failure of Coach to exercise any right or

option arising out of a breach of this Agreement shall not be deemed a waiver of

any right or option with respect to any subsequent or different breach, or the

continuance of any existing breach.


Appendix A

Terms and Conditions To Be Included

In Marketing Programs and Customer Agreements

The following terms shall be incorporated by you into your Marketing

Program. These terms are not intended to address all terms and conditions

you may seek to include and you may incorporate the substance of these

provisions into your general terms and conditions or contracts in different

formats and arrangements so long as the substance of these items are all

included. Any substantive omission of the following terms must be approved

by the Company, and you shall be charged for any counsel charges incurred

by the Company in review of your terms and conditions if substantively

different from the following.



The information contained in this video and the related presentation is

provided by [

insert your company name

] and its personnel or agents

(collectively, the “


”) and is offered for educational and informational

purposes only. Nothing in these materials should be interpreted or

construed as legal, regulatory, insurance, tax, or financial advice. Individual

circumstances may vary, so you should consult with your own personal

advisors to determine if this solution is appropriate for your situation before

deciding whether to act upon the information presented.

These materials contain general information and may not reflect current

legal, tax, insurance or regulatory developments or information and is not

guaranteed to be correct or complete. The Company makes no warranty,

expressed or implied, as to the accuracy or reliability of this information, the

information contained in any referenced website or provided by any others,

including by sources to whom we may refer you. The Company expressly

disclaims all liability with respect to actions taken or not taken by you or

others based on any or all of the information or other contents of these


The Company is under no obligation to perform services on your behalf. It

may elect to do so on terms you and the Company agree upon. The

Company may also refer you to other companies, some of whom may be

affiliated with the Company, to perform services on your behalf. Those

affiliated and non-affiliated other parties could include insurance agents,

mortgage brokers and other professionals. The Company shall have no

liability for the quality, integrity, performance or any other aspect of any

services ultimately provided by any referral source. All materials or referrals

provided by the Company are presented solely for your convenience and do

not represent any endorsement, advertisement or sponsorship of linked sites


or any products or services offered. You shall be solely responsible for

assessing the knowledge, skill and capabilities of those providers to see if

they are qualified and appropriate for your situation.

The Company shall have no liability for any damages of any kind, including

actual, special, consequential, lost profits, punitive, or incidental damages

arising from your use of the information presented by the Company, for the

actions or inactions of any referral source or other third-party, or for any

other matter or thing arising between the Company (or any of its personnel

or agents) and you or your associates.

Any engagement of those referral sources shall be directly between you and

those third-parties, and the Company shall not be a party to those

arrangements, notwithstanding any referral to them by the Company. You

should understand, however, that the Company may receive direct or indirect

compensation from those third-parties if permitted by law, in exchange for

that referral.

Any information sent to the Company via Internet e-mail or through any

referenced web site is not secure and is done so on a non-confidential basis.

You assume the risk of third-party intrusion into the methods of

communication and the Company shall have no liability for that access.

The Company may share information provided by you with its affiliates and

other potential referral sources. You hereby grant permission to the

Company to do so. More information on our Privacy Policy can be found at


Copyright 2020 by __________________. All rights reserved.


Operation of the Program

. The Company may include other provisions for

the operation of the Marketing Program in its discretion.


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