Success Alliance Financial LLC
Effective Date: October 16, 2021
Last Updated: October 16, 2021
Welcome to Success Alliance Financial (“we,” “our,” “us,” or “the Company”). These Terms and Conditions govern your access to and use of our website, online forms, appointment-booking services, communications, and related services.
By accessing our website, submitting a form, requesting information, or using our services, you agree to these Terms and Conditions. If you do not agree, please discontinue use of our website and services.
Success Alliance Financial provides information, consultations, and assistance related to insurance and financial protection solutions. Depending on your needs, state availability, and applicable licensing, services may include:
Our services may include educational resources, insurance consultations, policy comparisons, appointment scheduling, and assistance with insurance applications.
The products available to you depend on your location, eligibility, the insurance carrier, underwriting requirements, and applicable law.
Submitting an inquiry, scheduling a consultation, or completing an application does not guarantee insurance coverage, policy approval, a particular premium, or a specific benefit amount.
All insurance applications are subject to the applicable insurance company's underwriting guidelines, eligibility requirements, policy provisions, and approval process.
Any premiums, coverage amounts, benefits, or illustrations discussed before approval are estimates or examples unless confirmed in the applicable insurance policy or official carrier documentation.
An insurance policy is governed by its actual contract, including exclusions, limitations, fees, charges, and other provisions.
Information on this website is provided for general educational and informational purposes and is not a substitute for individualized professional advice.
Success Alliance Financial does not guarantee investment performance, financial results, policy growth, cash value accumulation, or future income.
Indexed Universal Life insurance is a life insurance product, not a direct investment in a stock market index. Policy performance, cash value, and benefits depend on the specific contract, charges, index-crediting provisions, and other policy terms.
Living benefits, accelerated death benefits, and other optional or included riders are subject to the terms and conditions of the applicable policy and may reduce the death benefit or otherwise affect policy values.
Annuities and other financial products may have surrender charges, fees, restrictions, and other risks. Guarantees, when applicable, are subject to the claims-paying ability of the issuing insurance company.
We do not provide legal or tax advice. Please consult qualified professionals regarding your individual circumstances.
You agree to use our website lawfully and responsibly. You may not:
You must be legally capable of entering into a binding agreement to use services that require such an agreement.
When you submit an inquiry, complete an online form, or schedule an appointment, you agree to provide accurate information to the best of your knowledge.
You authorize us to use the information you submit to respond to your inquiry, coordinate appointments, provide requested information, and assist with services you request, subject to our Privacy Policy and applicable law.
Please do not submit sensitive personal, financial, or medical information through an unsecured form unless the form specifically requests that information through an appropriate process.
Insurance applications and underwriting may require additional information through the insurance carrier's authorized systems.
Appointments may be scheduled through our website, booking links, or other authorized scheduling services.
Please provide accurate contact information and notify us if you need to cancel or reschedule an appointment.
Appointment availability may change. Scheduling an appointment does not guarantee eligibility for an insurance product, policy approval, or a particular financial outcome.
We reserve the right to reschedule or cancel appointments when reasonably necessary.
When you submit your contact information or request information from us, we may communicate with you electronically, subject to your preferences, applicable law, and any consent required for the communication.
Communications may include emails, appointment confirmations, service updates, requested information, and other communications related to your inquiry.
You may opt out of promotional emails by using the unsubscribe instructions provided in the email. Certain administrative or service-related communications may still be sent when legally permitted.
Success Alliance Financial may offer text-message communications to individuals who provide their mobile telephone number and the applicable consent.
Depending on the consent provided, messages may include:
By providing your mobile number and affirmatively opting in through an applicable website form, booking page, or other authorized method, you agree to receive the categories of text messages described in that consent from Success Alliance Financial.
Consent to receive marketing text messages is not a condition of purchasing any goods or services or obtaining an insurance policy.
Where separate consent is required for marketing messages, appointment-related messages, or automated messages, we will obtain the applicable consent before sending those messages.
Your consent to receive text messages is not transferable to unrelated third parties.
Message frequency varies depending on your interactions, appointments, and selected communication preferences.
Message and data rates may apply depending on your wireless carrier and mobile plan.
Wireless carriers are not responsible for delayed or undelivered messages.
You may opt out of text messages at any time by replying STOP to a message from us.
After receiving your opt-out request, we will take the appropriate steps to stop sending the applicable messages, except for communications that may still be permitted or required by law.
You may receive a final confirmation message acknowledging your opt-out.
For assistance with our text-message program, reply HELP to a message or contact us using the contact information listed on our website.
We respect your privacy. Mobile telephone numbers, SMS consent, and text-messaging opt-in data will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.
Information may be shared with service providers that support our messaging program solely as necessary to provide the requested services, subject to applicable contractual and legal protections. Other disclosures may be made when required or permitted by law.
Please review our Privacy Policy for additional information about how we collect, use, and protect personal information.
Our website may contain links to third-party websites, insurance carriers, scheduling platforms, communication providers, or other external services.
These third parties operate independently and may have their own terms and privacy policies. We are not responsible for the content, availability, security, or practices of third-party websites or services that we do not control.
Your use of third-party services is subject to their applicable terms and policies.
Unless otherwise stated, our website's original text, branding, graphics, logos, marketing materials, and other content are owned by or used with permission by Success Alliance Financial.
You may not reproduce, modify, distribute, or commercially exploit our protected content without prior written permission, except where permitted by law.
Third-party trademarks and insurance carrier logos remain the property of their respective owners.
To the extent permitted by law, our website and its content are provided on an “as is” and “as available” basis.
We do not guarantee uninterrupted website availability, error-free operation, or that all information will always be complete, accurate, or current.
Nothing in these Terms excludes any rights or protections that cannot legally be excluded.
To the extent permitted by applicable law, Success Alliance Financial will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of, or inability to use, our website or its general informational content.
Nothing in this section limits liability where such a limitation is prohibited by law, nor does it override the obligations or protections established by an issued insurance policy.
To the extent permitted by applicable law, you agree to be responsible for losses or claims resulting from your unlawful use of our website, your violation of these Terms, or your infringement of another person's rights.
This section does not require you to indemnify us for our own unlawful conduct or waive rights that cannot legally be waived.
Your use of our website is also subject to our Privacy Policy, which explains how we collect, use, disclose, and protect personal information.
Our Privacy Policy should be available through a clearly labeled link on our website and on applicable forms where personal information or messaging consent is collected.
If there is a conflict between these Terms and our Privacy Policy concerning personal information, applicable privacy law and the relevant privacy disclosures will govern.
We may update these Terms and Conditions periodically to reflect changes in our services, business practices, or applicable legal requirements.
Updated terms will be posted on this page with a revised “Last Updated” date. Changes will take effect as stated in the updated terms, subject to applicable law.
Your continued use of the website after updated terms become effective constitutes acceptance of the revised terms to the extent permitted by law.
These Terms and Conditions are governed by the applicable laws of the State of Texas, without regard to conflict-of-law principles, except where federal law or other applicable law requires otherwise.
Any dispute will be handled in a court of competent jurisdiction as permitted by applicable law.
If you have questions about these Terms and Conditions, our services, or our messaging program, please contact us using the information below.
Success Alliance Financial LLC
Website: [successallianceleadership.com]
Email: [info@successallianceleadership.com]
Phone: [281-743-6028]
Business Address: [5900 Balcones Dr. Ste 100 Austin, TX 78631]
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