Jeff Brown (aka The BawldGuy) shares the proprietary process he developed, called Purposeful Planning, to guide investors to the realization of their dreams and goals.

1. BAWLD GUY .COM BROWN AND BROWN INC. COM Purposeful Planning PURPOSEFUL PLANNING

2. Purposeful Planning WHO IS BROWN & BROWN? WHAT DOES BROWN & BROWN DO? HOW DOES BROWN & BROWN DO IT?

3. WHO IS BROWN & BROWN? 38 years of experience Multi-state 10 years Taught cash flow analysis to brokers CCIM Purposeful Planning trained of management experience for 5 years multi-client property tax deferred exchanges

4. Purposeful Planning WHAT DOES BROWN & BROWN DO? By applying the key aspects of property selection and timing - whether you are selling or trading, Brown & Brown produces superior results over and over again.

5. Purposeful Planning WHAT DOES BROWN & BROWN DO? The Purposeful Plan HOW DOES BROWN & BROWN DO IT?

6. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP ONE HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR LEVEL OF INVESTING SOPHISTICATION

7. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP TWO HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR CURRENT & COMPLETE FINANCIAL STATUS BY LENDER PRE-APPROVAL

8. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP THREE HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR SOURCE(S) OF CAPITAL FOR YOUR FIRST INVESTMENT(S) *CASH* *HOME EQUITY* *STOCKS/BONDS/ANNUITIES* *EXISTING REAL ESTATE INVESTMENT * *OTHER*

9. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP FOUR HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR PROFILE : * AGE *RETIREMENT PLANS (PENSIONS, IRA/401K, ANNUITIES) *DO YOU LOVE OR HATE YOUR JOB? *ARE YOUR GOALS REALISTIC OR COULD YOU BE MORE AMBITIOUS ?

10. HINT: 95% Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP FIVE HOW DOES BROWN & BROWN DO IT? DECIDE WHETHER YOU’RE IN NEED OF CAPITAL GROWTH OR CURRENT CASH FLOW need to grow first

11. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP SIX HOW DOES BROWN & BROWN DO IT? ESTABLISH LENGTH OF TIME AVAILABLE UNTIL RETIREMENT IS THE TIME AVAILABLE SUFFICIENT TO ATTAIN YOUR GOALS?

12. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP SEVEN HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR RESERVE ACCOUNT BASED ON TOTAL CAPTITAL THAT IS ACTUALLY INVESTED HINT: YOU SHOULD BE LIQUID…

13. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP EIGHT HOW DOES BROWN & BROWN DO IT? EXPLAIN THE GENERAL PROCESS AND EXECUTE STEPS 1-7 HINT: IT’S TIME FOR THE PURPOSEFUL PLAN

14. Purposeful Planning IF YOUR PURPOSEFUL PLAN IS NOT GETTING YOU TO YOUR RETIREMENT DREAMS , CONTACT US: 619 .298. 8100 [email_address] AND BROWN INC .COM [email_address] AND BROWN INC .COM BAWLD GUY .COM BROWN AND BROWN INC. COM PURPOSEFUL PLANNING

15. Purposeful Planning THANK YOU FOR VISITING!