1. Purpose of These Terms

These Terms & Conditions (“Terms”) govern your access to and use of all services, surveys, forms, educational resources, communications, and digital experiences provided through Tax Force™, Bridge Strategy™, and any related platforms or funnels.

By accessing or submitting information through our website, surveys, landing pages, or communication channels, you agree to these Terms.

2. Educational Purpose Only — No Advice Provided

All information provided through our surveys, calculators, conversations, emails, SMS messages, or other materials is general education only.

Nothing we provide should be interpreted as:
• financial advice
• tax advice
• legal advice
• investment recommendations
• insurance recommendations
• projections or guarantees of future outcomes

Any strategy that involves taxes, retirement planning, or insurance must be reviewed with your licensed:
• tax professional
• attorney
• financial advisor
• licensed insurance agent

No professional relationship is created until you enter into a formal, written agreement with a licensed professional.

3. Accuracy of Information

You agree that all information you submit is accurate and truthful to the best of your knowledge. Incorrect or incomplete information may limit our ability to review your situation or connect you with appropriate resources.

4. Consent to Contact (TCPA-Compliant)

By submitting your information, you provide express written consent for Tax Force™, Bridge Strategy™, and its representatives to contact you using:

• SMS/text messages
• phone calls (including autodialed or prerecorded)
• email
• voicemail
• retargeting or follow-up messages
• calendar confirmations and reminders

You acknowledge and agree that:
• Message and data rates may apply.
• Consent is not a condition of purchase.
• You may opt out at any time by replying STOP to any SMS message or by unsubscribing from emails.

Your consent applies only to communication related to your inquiry and our business operations.

5. Privacy & Data Handling

We take privacy seriously. Your data will be handled securely and will not be sold or rented to third parties. Your information may be shared only with:

• licensed professionals involved in your case (with your permission)
• service providers (CRM, SMS/email platforms, scheduling systems)
• regulatory authorities when required by law

If you wish to update or delete your information, email us at:
📧 [email protected]

6. No Guarantees or Promises

Any examples, projections, illustrations, hypotheticals, calculators, or case studies are for educational purposes only.

We do not guarantee:
• returns
• tax savings
• qualification or approval
• underwriting outcomes
• interest crediting
• future market performance
• financial improvement
• elimination or reduction of taxes

Insurance products are subject to condition, state availability, carrier requirements, and medical or financial underwriting.

7. Compliance, Licensing & Regulatory Requirements

Any discussions regarding tax strategy, retirement planning, or insurance will be conducted by or referred to licensed professionals in the state where services may be provided.

Until a formal engagement agreement is executed, no service, advice, or representation is being provided.

Users remain responsible for consulting with their own licensed professionals before making any financial, tax, or legal decisions.

8. Intellectual Property

All content, branding, calculators, strategies, graphics, survey questions, and materials associated with Tax Force™, Bridge Strategy™, and related business assets are protected intellectual property.

You may not copy, distribute, modify, or reproduce any materials without written permission.

9. Third-Party Links & Technology

Our website or surveys may use third-party tools (such as GHL, embedded calculators, scheduling software, or SMS platforms). We are not responsible for the privacy or terms of these third-party sites.

10. Limitation of Liability

To the fullest extent permitted by law, Tax Force™ and its representatives disclaim liability for:

• errors or omissions
• reliance on educational material
• technical issues, delays, or interruptions
• decisions made based on preliminary discussions or content

Your use of our information is voluntary and at your own discretion.

11. Changes to These Terms

We may update these Terms at any time. Continued use of our website, funnels, or forms after changes signifies your acceptance of the updated Terms.

12. Agreement

By submitting any form, survey, or contact information on our platform, you acknowledge that you:

✔ have read and understood these Terms
✔ agree to these Terms & Conditions
✔ consent to receive communication under the TCPA disclosure
✔ accept the Privacy and Disclaimer provisions

If you do not agree, do not submit your information.