Terms & Conditions — Wealth Driven Financial
Wealth Driven Financial
Strategy • Protection • Growth • Freedom

Terms & Conditions

Effective Date: August 27, 2026

These Terms & Conditions ("Terms") govern your use of the Wealth Driven Financial ("we," "us," or "our") website and services, including our SMS text messaging program. By using our website, submitting a form, or opting in to receive communications from us, you agree to these Terms.

1. Services

Wealth Driven Financial provides insurance and financial services information, including life insurance, indexed universal life, annuities, retirement income strategies, and related products. Information provided on this website is for general purposes only and does not constitute financial, legal, or tax advice. Any quotes provided are estimates and are subject to underwriting, eligibility, and carrier approval.

2. SMS Text Messaging Terms

By opting in, you consent to receive customer care and appointment text messages from Wealth Driven Financial regarding confirmations and reminders related to your quote request. Consent is not a condition of purchase.

  • Program description: Wealth Driven Financial sends customer care and appointment-related text messages, including quote follow-ups, confirmations, and reminders.
  • Message frequency: Message frequency may vary based on your interaction with us.
  • Cost: Message and data rates may apply, depending on your mobile carrier and plan.
  • Opt-out: You may cancel at any time by replying STOP to any message. After you send STOP, we will send a confirmation message and no further messages will be sent unless you opt in again.
  • Help: Reply HELP for assistance, or contact us at (786) 987-5856.
  • Carriers: Carriers are not liable for delayed or undelivered messages.
  • Privacy: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. See our Privacy Policy for full details.

3. Eligibility

You must be at least 18 years old and able to enter into a legally binding agreement to use our services. By using this website, you represent that you meet these requirements and that the information you provide is accurate and complete.

4. No Guarantee of Coverage

Submitting a quote request or any form on this website does not guarantee approval for any insurance product. All applications are subject to underwriting review, eligibility requirements, and carrier approval. Rates and availability vary by state, age, health, and other factors.

5. Intellectual Property

All content on this website, including text, graphics, logos, and images, is the property of Wealth Driven Financial or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or use our content without our prior written permission.

6. Limitation of Liability

Wealth Driven Financial is not liable for any direct, indirect, incidental, or consequential damages arising from your use of this website or our services, to the fullest extent permitted by law. The website and its content are provided "as is" without warranties of any kind.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or accuracy of any third-party sites.

8. Changes to These Terms

We may update these Terms from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our website after changes are posted constitutes acceptance of the revised Terms.

9. Contact Us

If you have questions about these Terms, contact us at:

Wealth Driven Financial
Email: [email protected]
Phone: (786) 987-5856
Website: www.wealthdrivenfinancial.com