Terms of Service

Agreement to Terms

By accessing or using the Legacy Foundation Group website (legacyfoundationgroup.net), agent portal, or any of our services, you agree to be bound by these Terms of Service (“Terms”). If you do not agree with any part of these Terms, you must discontinue use of our website and services immediately.

Description of Services

Legacy Foundation Group provides financial education, estate planning, insurance solutions, and related services. Our website serves as an informational platform and provides access to our agent training portal. The information on this site is for general informational purposes and does not constitute specific financial, legal, or tax advice.

User Accounts

• You are responsible for maintaining the confidentiality of your account credentials
• You agree to provide accurate, current, and complete information during registration
• You are responsible for all activities that occur under your account
• You must notify us immediately of any unauthorized use of your account
• We reserve the right to suspend or terminate accounts that violate these Terms

Agent Portal & Subscriptions

Access to the agent portal requires registration and, after an initial trial period, a paid subscription. By subscribing:

• You authorize us to charge your payment method on a recurring basis at the stated subscription rate
• Subscription fees are billed monthly and are non-refundable except as required by law
• You may cancel your subscription at any time; access continues until the end of the current billing period
• We reserve the right to modify subscription pricing with 30 days’ notice
• Training materials and proprietary content within the portal are for your personal, non-commercial use as a licensed agent only

Acceptable Use

You agree not to:

• Use the site for any unlawful purpose or in violation of any applicable laws or regulations
• Attempt to gain unauthorized access to any part of the website, other accounts, or computer systems
• Reproduce, distribute, or create derivative works from our proprietary content, training materials, or the Waterfall Method™ without written permission
• Use automated systems (bots, scrapers) to access or collect data from the site
• Impersonate any person or entity, or misrepresent your affiliation with Legacy Foundation Group
• Upload or transmit malicious code, spam, or harmful content

Intellectual Property

All content on this website — including text, graphics, logos, images, training materials, the Waterfall Method™, and software — is the property of Legacy Foundation Group or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not use, reproduce, or distribute any content without our prior written consent.

SMS & Communication Consent

By providing your phone number and using our services, you consent to receive communications from Legacy Foundation Group including appointment reminders, account notifications, and service-related messages via SMS, email, or phone. Message and data rates may apply. You may opt out of text messages at any time by replying STOP. Opting out of transactional messages may limit our ability to service your account.

Disclaimer of Warranties

Our website and services are provided on an “as is” and “as available” basis without warranties of any kind, either express or implied. We do not warrant that the site will be uninterrupted, error-free, or free of viruses or other harmful components. Financial outcomes discussed on this site are not guaranteed and depend on individual circumstances.

Limitation of Liability

To the fullest extent permitted by law, Legacy Foundation Group, its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use our website or services, even if we have been advised of the possibility of such damages.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Oklahoma, without regard to conflict-of-law principles. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Oklahoma County, Oklahoma.

Changes to These Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated effective date. Your continued use of the site after any changes constitutes acceptance of the updated Terms.

Contact Us

If you have questions about these Terms of Service, please contact us: