Terms & Conditions

Introduction

Welcome to GLP Legacy. These Terms & Conditions (“Terms”) govern your use of our website, services, and materials. By accessing our site, downloading resources, or booking a consultation, you agree to these Terms.

1. Services Provided

GLP Legacy provides consulting, educational resources, and advisory services in the areas of family wealth protection, insurance planning, and legacy consulting. All services are provided on an informational and advisory basis.

2. No Guarantee of Coverage or Results

GLP Legacy does not issue insurance policies directly. All policies are subject to carrier approval and underwriting.

We provide recommendations and guidance, but we cannot guarantee coverage approval, premium amounts, or financial results. Any examples provided are for illustrative purposes only.

3. Use of Free Resources

When you download free resources (such as the Legacy Ladder™ Guide) or request information, you agree that:

i. You will provide accurate contact information.

ii. GLP Legacy may send follow-up emails, SMS, or phone communications related to your request.

iii. You may unsubscribe or opt out at any time.

4. Appointments & Consultations

Free consultations (Family Wealth Blueprint™ sessions) are limited and scheduled on a first-come, first-served basis.
GLP Legacy reserves the right to reschedule or cancel appointments with notice.

Priority scheduling may be offered at a fee, which is non-refundable once the session is booked.

5. SMS & Email Consent

By providing your phone number and/or email address, you consent to receive communications from GLP Legacy. Standard message and data rates may apply.
You can opt out of SMS by replying “STOP.”
You can unsubscribe from emails by using the unsubscribe link included in each email.

6. Privacy

Your personal information will be used in accordance with our Privacy Policy. We do not sell or share your information with unauthorized third parties.

7. Intellectual Property

All content, branding, and proprietary materials (including Family Wealth Blueprint™, Legacy Ladder™, and related guides) are the property of GLP Legacy
You may not copy, reproduce, or distribute our materials without written permission.

8. Limitation of Liability

GLP Legacy is not liable for any direct, indirect, or incidental damages arising from the use of our services or resources.
You are responsible for making your own financial decisions with professional advice as needed.

9. .Compliance

GLP Legacy operates in compliance with applicable insurance marketing and A2P messaging guidelines.

10. Governing Law

These Terms are governed by the laws of the United State. Any disputes shall be resolved in the courts of that jurisdiction.

11. How Long Do We Keep Your Information?

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law.

12. How Do We Keep Your Information Safe?

We aim to protect your personal information through a system of organizational and technical security measures.

13. Do We Collect Information from Minors?

We do not knowingly solicit data from or market to children under 18 years of age.

14. What Are Your Privacy Rights?

You have certain rights regarding your personal information, subject to local data protection laws.

15. Updates to Terms

GLP Legacy may update these Terms at any time. Continued use of our services after updates indicates acceptance.

15. How Can You Contact Us About This Policy?

If you have questions or comments about this policy, you may email us at [email protected] or by post to:

Acknowledgement:

By using this site, booking a consultation, or downloading resources, you acknowledge that you have read, understood, and agreed to these Terms & Conditions.