Terms of Use
Last updated: October 28, 2026
1. Acceptance of terms
By accessing and using this website, you agree to these Terms of Use. If you do not agree, please do not use the site.
2. Educational content only
The information on this website is general and educational in nature. It does not constitute a binding offer of insurance, personalized financial advice, or a recommendation to purchase any product. Specific terms, availability, and pricing depend on the insurer and product and are confirmed through a formal process.
3. No regulatory representation
This website does not represent any particular insurer, claim independent brokerage status, or assert any specific regulatory licence unless separately confirmed in writing. Any affiliations or qualifications will be disclosed only where verified and approved.
4. No guarantee of outcomes
Insurance and financial planning involve variables we cannot control. We do not guarantee specific outcomes, returns, or coverage approval. Descriptions of products are summaries and are subject to the terms of the relevant policy or plan.
5. Use of forms and submissions
When you submit a form or booking request, you confirm that the information provided is accurate and that you consent to being contacted about your inquiry, as described in our Privacy Policy.
6. Intellectual property
All content on this website — including text, design, and imagery — is owned by LegacyRoot Financial or used with permission and may not be reproduced without our written consent.
7. External links
This website may link to third-party sites we do not control. We are not responsible for their content or privacy practices.
8. Changes to these terms
We may revise these Terms of Use at any time. Continued use of the site after changes are posted constitutes acceptance of the revised terms.
Draft content — pending legal review. For how we handle your personal information, see our Privacy Policy.