1. Program Description
By providing your phone number and opting in, you agree to receive SMS (text) messages from Assurance Financial Partners. These messages may include appointment reminders, scheduling confirmations, and service-related communications regarding your financial planning services.
2. Message Frequency
Message frequency varies based on your interactions with our office, including scheduled appointments and ongoing service needs.
3. Message and Data Rates
Message and data rates may apply depending on your mobile carrier and plan. Assurance Financial Partners is not responsible for any charges incurred from receiving SMS messages.
4. Opt-Out Instructions
You may opt out of receiving SMS messages at any time by replying STOP to any message. Once you opt out, you will no longer receive SMS communications from us unless you re-enroll.
5. Help Instructions
For assistance, reply HELP to any message or contact us directly at:
Assurance Financial Partners
615-764-0016 afp@assurancefp.com
6. Privacy
We respect your privacy. Your phone number and personal information will not be shared, sold, or rented to third parties for marketing purposes. Information collected is used solely for communication related to your services with Assurance Financial Partners.
For more information, please review our Privacy Policy: https://www.assurancefp.com/privacy-policy
7. Data Security
We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse.
8. Carriers Disclaimer
Mobile carriers are not liable for delayed or undelivered messages.
9. Eligibility
By opting in, you confirm that you are the account holder or have permission from the account holder of the mobile number provided.
10. Changes to Terms
Assurance Financial Partners reserves the right to update or modify these Terms and Conditions at any time. Any changes will be posted on this page with an updated effective date.
11. Contact Information
If you have questions about these Terms and Conditions, please contact:
Assurance Financial Partners 3401 Mallory Ln., Ste. 100, Franklin, TN 37067
615-764-0016
afp@assurancefp.com
End of Terms and Conditions
Investment advice is offered through APO Financial Services, LLC (“APO") 10155 Westmoor Drive, Suite 175, Westminster, Colorado 80021-2627. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns. Additional information pertaining to APO’s registration status, its business operations, services and fees, and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov.
APO or its affiliates do not provide legal or tax advice. CIRCULAR 230 NOTICE: Pursuant to IRS Circular 230 requirements, this email is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties.
Insurance and fixed annuity products are offered through Assurance Financial Partners, LLC. APO or its affiliates do not provide legal or tax advice. CIRCULAR 230 NOTICE: Pursuant to IRS Circular 230 requirements, this email is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties.
This email message is intended only for the designated recipient(s) and may contain confidential or proprietary information. If you are not the intended recipient, you may not review, retain, disseminate, distribute or copy this communication. If you have received this communication in error, please notify us immediately by telephone or email.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
