Terms and Conditions
Introduction
Welcome to Life Insurance & End of Life Planning. By engaging our services for Life Insurance and End-of-Life Planning, you agree to the following terms and conditions. Please read them carefully.
Definitions
Client: The individual purchasing life insurance and/or end-of-life planning services.
Company:
Life Insurance & End of Life Planning, the provider of the aforementioned services.
Services: Life insurance policy consultation, end-of-life planning, estate planning, and other related services provided by Life Insurance & End of Life Planning.
Eligibility
To use our services, you must be at least 18 years old and legally capable of entering into a binding contract.
Services Provided
Life Insurance Consultation: We offer advice and recommendations based on your individual needs and circumstances.
End-of-Life Planning: We provide assistance with wills, trusts, advance directives, and funeral arrangements.
Ongoing Support: Continuous support and review of your plans and policies as needed.
Client Responsibilities
Accurate Information: You must provide accurate and complete information for effective planning and policy recommendations.
Timely Communication: Notify us of any changes in your personal or financial situation that may affect your plans.
Document Preparation: Ensure all necessary documents are completed and submitted promptly.
Fees and Payment
Consultation Fees: Fees for services will be outlined in a separate agreement. Payment is due upon receipt of the invoice.
Policy Premiums: Life insurance premiums are determined by the insurance provider and must be paid according to their terms.
Confidentiality
We are committed to maintaining the confidentiality of your personal and financial information. Your information will only be shared with third parties as necessary to provide our services or as required by law.
Disclaimer
While we strive to provide accurate and timely advice, we do not guarantee the performance of any life insurance policy or financial plan. Our recommendations are based on current information and may change as circumstances evolve.
Limitation of Liability
Life Insurance & End-of-Life Planning is not liable for any direct, indirect, incidental, or consequential damages arising from the use of our services. Our total liability shall not exceed the fees paid by the client for the services provided.
Termination
Either party may terminate the service agreement at any time with written notice. Fees for services rendered up to the termination date are non-refundable.
Governing Law
These terms and conditions are governed by the laws of [State/Country]. Any disputes will be resolved in the courts of Texas.
Amendments
We reserve the right to amend these terms and conditions at any time. Clients will be notified of any significant changes.
Contact Information
For any questions or concerns regarding these terms and conditions, please contact us at:
Cornellius Wright
CEO
Life Insurance & End of Life Planning
PO Box 152,
Red Oak, Texas, 75154
9797737526
By engaging our services, you acknowledge that you have read, understood, and agree to these terms and conditions.
Thank you for choosing Life Insurance and End-of-Life for your Life Insurance and End-of-Life Planning needs.