Terms and Conditions for Financial Solutions Advisor

Effective Date: July 6, 2024

1. Acceptance of Terms

By accessing or using my website, services, or products, you agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use my services.

2. Services Provided

I (Dana Wallace) provide life insurance brokerage services, including assistance with obtaining quotes, completing applications, and answering your questions. My services are subject to the terms and conditions outlined herein.

3. User Responsibilities

As a user of my website and services, you agree to:

• Provide accurate and complete information when requested.
• Use my services only for lawful purposes.
• Respect the intellectual property rights associated with the content on my website.

4. Limitation of Liability

While I strive to provide accurate and reliable services, I am not responsible for any errors, inaccuracies, or omissions in the information provided. My liability is limited to the maximum extent permitted by law.

5. Intellectual Property

All content on my website, including text, graphics, logos, and software, is the property of Financial Solutions Advisor or its licensors and is protected by copyright and other intellectual property laws. You may not use, reproduce, or distribute this content without my prior written consent.

6. Privacy Policy

My Privacy Policy explains how I collect, use, and safeguard your personal information. By using my services, you agree to the terms of my Privacy Policy.

7. SMS Terms & Conditions

By opting in to receive SMS messages from Financial Solutions Advisor, you agree to receive text messages related to your inquiry, account updates, appointment reminders, and customer support.

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP. For help, reply HELP.

Wireless carriers are not liable for delayed or undelivered messages.

You must be at least 18 years old to participate in SMS communications.

For privacy information, please review our Privacy Policy.

8. Changes to Terms and Conditions

I reserve the right to update or modify these Terms and Conditions at any time. Any changes will be posted on this page, and the "Effective Date" will be updated accordingly. Your continued use of my services constitutes acceptance of the updated terms.

9. Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of the United States. Any disputes arising from these terms will be subject to the exclusive jurisdiction of the courts in the United States.

10. Contact Me

If you have any questions or concerns about these Terms and Conditions, please contact me at:

• Company Name: Financial Solutions Advisor
• Agent Name: Dana Wallace
• Address: 3130 Balfour Road Suite D, Brentwood CA 94513
• Country: US
• Email: [email protected]
• Phone: (925) 565-9956