Terms of Service

Effective Date: November 1, 2025

Business Name: Abundant Mindset Agency

Business Address:** 255 E Long St, Columbus, Ohio 43215

Email: [email protected]/[email protected]

Phone: 614.307.5719

1. Overview of Services

Abundant Mindset Agency provides financial education, consulting, and licensed financial services, including life insurance, retirement strategies, and general financial coaching. We may also provide services or referrals for estate planning services such as trusts and powers of attorney.

2. No Legal or Tax Advice

All information provided is for educational purposes only and should not be considered legal, tax, or investment advice. Please consult a licensed attorney or tax professional for guidance specific to your situation.

3. Licensing & State Disclosures

We operate in compliance with all applicable state and federal laws and only offer insurance products in states where properly licensed.

Ohio: Resident state of licensure. Products and services are offered in accordance with Ohio insurance regulations.

California: Services comply with California insurance and privacy laws, including consumer data protections.

Florida: Insurance services are provided in accordance with Florida licensing and consumer protection laws.

Licensing details are available upon request.

4. Consent to Communications

By submitting your information through our website or forms, you expressly consent to receive communications from us, including:

· Phone calls

· Emails

· SMS/text messages (including automated messages where permitted)

· These communications may include:

· Appointment reminders

· Financial education

· Service updates

· Product information

Consent is not a condition of purchase.

5. SMS Terms & Compliance

We comply with the Telephone Consumer Protection Act (TCPA) and applicable state laws.

Message frequency may vary

Message and data rates may apply

Opt-Out Instructions:

Reply STOP to cancel

Reply HELP for assistance

6. No Guarantees

We do not guarantee financial outcomes, insurance approvals, or specific results from any financial strategy.

7. Third-Party Services

We may refer clients to third-party professionals (e.g., attorneys, tax professionals). We are not responsible for the services or outcomes provided by third parties.

8. Limitation of Liability

To the fullest extent permitted by law, Abundant Mindset Agency is not liable for indirect or consequential damages related to the use of our services.

9. Updates to Terms

We reserve the right to update these Terms at any time. Continued use of our services constitutes acceptance of any updates.