Castillo Part 1

1. Isabel and Javier Castillo Session 6

2. Your Clients: Isabel and Javier WB 65

4. Client Matching WB 66

7. Emerald Advance Year Round Line of Credit WB 68 Emerald Savings Contribution Payroll Direct Deposit Secured/Unsecured Secured Unsecured APR 9% 36% Contribution Limits Minimum $300 Maximum $1000 Minimum $500 per month payroll direct deposit No maximum limit Line of Credit Amount $300 to $1000 $300

13. Transition January 31st

14. Preparing for the Clients to Arrive WB 75

18. Engage the Clients WB 78 Client Segment

19. Engage the Clients In U.S. for 27 years. Both are U.S. citizens. Prefer to speak Spanish at home. In U.S. for 12 years. Immediate family in Veracruz, Mexico. She loves to cook and he works long hours as a delivery driver. Daughter, Gabriella, plus expecting in February. WB 79

20. Review the Return WB 80-81