Effective Date: 06/01/2026
These Terms of Service (“Terms”) govern your use of all services, websites, software platforms, and marketing properties operated by Advisor Marketers (“we,” “us,” or “our”). By accessing or using any of our services, you (“user” or “you”) agree to be bound by these Terms and our Privacy Policy. If you do not agree, please do not use our services.
These Terms apply to two distinct categories of users:
Business Users — financial professionals, advisors, agencies, and businesses who subscribe to Advisor Command™ or our other B2B services
Consumer Users — individuals who interact with our consumer-facing marketing websites, landing pages, contact forms, and related lead-generation services
Some provisions of these Terms apply to all users; others apply only to one category and are identified accordingly.
1. Description of Services
Advisor Marketers operates two distinct lines of business:
Business Services. We offer Advisor Command™, a white-labeled SaaS platform based on HighLevel that provides CRM management, marketing automation, messaging, funnels, appointment scheduling, and related sales and marketing tools. We also provide WordPress hosting, web design and development, funnel creation, email marketing, lead generation services, automation setup, SEO, social media services, copywriting, and social media management. These services are offered to financial professionals and businesses on a subscription or project basis.
Consumer Services. We operate marketing campaigns, websites, landing pages, contact forms, scheduling tools, and lead-generation services designed to connect consumers with independent licensed financial professionals who specialize in retirement income, tax planning, and related areas.
Advisor Marketers is a marketing organization. We are not a registered investment adviser, broker-dealer, insurance agency, CPA firm, or law firm. We do not provide financial, investment, tax, legal, or insurance advice. Any licensed financial professionals contacted through our services operate independently and are solely responsible for the services, advice, and products they provide.
2. Eligibility
You must be at least 18 years of age to use any of our services. By using our services, you represent and warrant that you have the right, authority, and capacity to enter into these Terms. Consumer Users must additionally be legal residents of the United States.
3. Acceptance of Terms
For Business Users, acceptance occurs upon account registration, subscription, or first use of the Service. For Consumer Users, submission of any form on our consumer-facing websites or use of our marketing services constitutes acceptance of these Terms.
4. Business User Accounts and Subscriptions
This section applies to Business Users only.
Registration. To access certain features, you may be required to create an account and provide accurate and complete information. You are responsible for maintaining the confidentiality of your account credentials.
Account Use. You agree not to share your account credentials with third parties and must notify us immediately of any unauthorized use of your account.
Billing. Advisor Command™ and certain other services are offered through subscription plans. By selecting a plan, you agree to pay the fees indicated at the time of purchase. All payments are processed securely through our third-party payment provider.
Renewal. Subscriptions automatically renew unless you cancel them in accordance with Section 6. Renewal fees are charged at the then-current rates.
No Refunds. Payments are non-refundable. Upon payment, you will receive access to the Service until the expiration of the current billing cycle, which is 30 days after the last payment was made.
5. Consumer Services
This section applies to Consumer Users only.
No Cost. Our Consumer Services are free for consumers to use. You will not be charged any fee by Advisor Marketers for being connected with a licensed financial professional.
How We Are Compensated. Advisor Marketers receives compensation from the licensed financial professionals we connect consumers with, typically in the form of marketing fees or lead-generation fees. This compensation does not affect the cost to you. However, this arrangement may create a financial incentive for us to refer consumers to particular professionals. Inclusion of a licensed professional in our service does not constitute an endorsement or recommendation by Advisor Marketers.
Information You Submit. When you submit information through our consumer-facing websites, you authorize us to share that information with the licensed financial professionals we connect you with, with our marketing partners, and with vendors who help operate our services. We will treat your information in accordance with our Privacy Policy.
Communications Consent. By submitting your information through our Consumer Services, you authorize Advisor Marketers, our marketing partners, and the licensed financial professionals available through our service to contact you by phone, email, and SMS regarding your inquiry, including through automated technology where permitted by law. Standard message and data rates may apply. Consent is not a condition of any purchase. You may opt out at any time by replying STOP to any text message or following the unsubscribe instructions in any email.
No Advisor-Client Relationship with Advisor Marketers. Submitting information through our Consumer Services does not create an advisor-client relationship between you and Advisor Marketers. Any advisor-client relationship is formed solely between you and the independent licensed financial professional you choose to engage, on terms agreed between you and that professional.
Verification of Licensed Professionals. Licensed financial professionals are subject to state-by-state licensing requirements. Not all professionals available through our service are licensed in all states. We encourage consumers to verify any licensed professional’s credentials and state licensure before engaging their services through resources such as BrokerCheck (FINRA), the SEC’s Investment Adviser Public Disclosure database, and state insurance commissioner websites.
6. Cancellation
This section applies to Business Users only.
You may cancel your subscription at any time by emailing us at [email protected]. Upon receiving your cancellation request, your subscription will remain active until the end of the current billing period. Cancellations take effect at the end of the current billing period.
Cancellation Process: You may cancel your subscription at any time by emailing us at [email protected]. Upon receiving your cancellation request, your subscription will remain active until the end of the current billing period.
7. License and Restrictions
We grant you a limited, non-exclusive, non-transferable, revocable license to use our services for your personal or internal business purposes. You agree not to:
- Modify, copy, distribute, display, or reverse engineer any part of our services
- Use our services for any unlawful purpose or in violation of any applicable laws or regulations
- Use our services in any manner that could damage, disable, overburden, or impair our systems
- Use any automated means or interface not provided by us to access our services
- Attempt to gain unauthorized access to any portion of our services, accounts, or computer systems
- Resell, sublicense, or otherwise commercially exploit our services without our prior written consent
- Use our services to transmit any harmful code, viruses, or malicious content
- Use our services to harass, abuse, defame, or otherwise violate the legal rights of others
8. Termination
By You. You may cancel your subscription or stop using our services in accordance with these Terms.
By Us. We reserve the right to suspend or terminate your access to any or all of our services at our discretion, with or without notice, for conduct that we believe violates these Terms, is harmful to other users or our business interests, or is otherwise inappropriate. Upon termination, your right to use the services immediately ceases.
9. Intellectual Property
All content, trademarks, service marks, logos, software, and other materials provided through our services are the property of Advisor Marketers or its licensors and are protected by United States and international intellectual property laws. You are not permitted to use them without our prior written consent.
You retain ownership of any content you submit to us, but you grant us a worldwide, royalty-free, non-exclusive license to use, store, display, reproduce, and distribute that content as necessary to provide our services.
10. Third-Party Services and Professionals
Our services may include or facilitate access to third-party services, websites, software, or licensed professionals. We do not control, endorse, or assume responsibility for any third-party content, services, or conduct. Your interactions with any third party are solely between you and that third party.
For Consumer Users specifically, the independent licensed financial professionals contacted through our services are independent third parties. They are not employees, agents, partners, joint venturers, affiliates, or legal representatives of Advisor Marketers. We do not endorse, guarantee, supervise, or take responsibility for the conduct, services, advice, or products provided by any licensed professional.
11. Disclaimers
Our services are provided “as is” and “as available,” without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, non-infringement, or course of performance.
We do not warrant that our services will be uninterrupted, error-free, secure, or free of viruses or other harmful components. We do not warrant the accuracy, reliability, or completeness of any information provided through our services.
All information presented through our consumer-facing services is for general educational and marketing purposes only. It is not, and should not be construed as, financial, investment, tax, legal, or insurance advice. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Insurance product guarantees are subject to the claims-paying ability of the issuing insurance carrier.
12. Limitation of Liability
To the maximum extent permitted by law, in no event shall Advisor Marketers, its officers, directors, employees, agents, or affiliates be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or any loss of profits, revenues, data, or goodwill, whether incurred directly or indirectly, arising out of or relating to your use of our services.
Our total aggregate liability to you for all claims arising out of or relating to these Terms or our services shall not exceed the greater of (a) the amount you paid to Advisor Marketers in the twelve months preceding the claim, or (b) one hundred dollars ($100.00).
Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.
13. Indemnification
You agree to indemnify, defend, and hold harmless Advisor Marketers, its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to your use of our services, your violation of these Terms, or your violation of any rights of any third party.
14. Dispute Resolution and Arbitration
Mandatory Arbitration. Any dispute, claim, or controversy arising out of or relating to these Terms or our services shall be resolved exclusively through binding individual arbitration administered by the American Arbitration Association under its applicable rules, rather than in court. The arbitrator’s decision shall be final and binding.
Class Action Waiver. You and Advisor Marketers agree that each may bring claims against the other only in your or its individual capacity, and not as a plaintiff or class member in any purported class or representative proceeding.
Exceptions. Notwithstanding the above, either party may bring an individual action in small claims court, and either party may seek injunctive or equitable relief in a court of competent jurisdiction to protect intellectual property rights.
Opt-Out. You have the right to opt out of this arbitration provision by sending written notice to [email protected] within thirty (30) days of first accepting these Terms. Your written notice must include your name, address, and a clear statement that you wish to opt out of arbitration.
15. Governing Law and Jurisdiction
These Terms shall be governed by and construed in accordance with the laws of the Province of British Columbia, Canada, without regard to its conflict of law principles, and the federal laws of Canada applicable therein. This choice of law applies to all users, including users located in the United States or elsewhere outside Canada.
Subject to the arbitration provision in Section 14, any disputes shall be resolved in the courts of competent jurisdiction located in Vancouver, British Columbia, Canada. By using our services, you consent to the personal jurisdiction of and venue in these courts and waive any objection based on inconvenient forum.
If you are accessing our services from outside Canada, you do so at your own initiative and are responsible for compliance with local laws. Certain consumer protection laws in your country, state, or province may grant you rights that cannot be waived by contract; this clause does not limit any such non-waivable rights.
16. DMCA and Copyright
We respect intellectual property rights and respond to clear notices of alleged copyright infringement under the Digital Millennium Copyright Act. To submit a copyright infringement notice, please contact us at [email protected] with the following:
- A description of the copyrighted work claimed to be infringed
- A description of the material claimed to be infringing and its location on our services
- Your contact information, including address and phone number
- A statement that you have a good-faith belief that the use is not authorized
- A statement, under penalty of perjury, that the information is accurate and that you are authorized to act on behalf of the copyright owner
- Your physical or electronic signature
17. No Government Affiliation
Advisor Marketers is not affiliated with, endorsed by, or sponsored by the Social Security Administration, the Internal Revenue Service, the Federal Reserve, the Department of the Treasury, or any other federal, state, or local government agency.
18. Modifications to These Terms
We may update these Terms from time to time. We will notify users of material changes by posting the revised Terms on this page with an updated “Effective Date.” Your continued use of our services after the effective date constitutes acceptance of the revised Terms.
19. Severability
If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.
20. Entire Agreement
These Terms, together with our Privacy Policy and any other policies referenced herein, constitute the entire agreement between you and Advisor Marketers regarding our services and supersede any prior agreements or understandings.
For any questions or concerns about these Terms, please contact us:
Advisor Marketers
[email protected]
