Terms of Service

By accessing or using the Be Wealth website (the "Site") or any services provided by Be Wealth LLC ("Be Wealth," "we," "us," or "our"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, please do not use the Site or our services.

Content on this Site is provided for general educational and informational purposes only. Nothing on this Site constitutes legal, tax, investment, accounting, or insurance advice, nor a recommendation or solicitation to buy or sell any security, insurance product, or financial instrument.

You should not act or refrain from acting based on any information on this Site without consulting a qualified, licensed professional regarding your specific situation.

Insurance products discussed on this Site, including but not limited to life insurance, indexed universal life (IUL), fixed and indexed annuities, and related strategies, are offered only through properly licensed individuals and approved insurance carriers in the states where they are licensed and authorized. Product availability, features, riders, costs, and guarantees vary by carrier and state. All guarantees are subject to the claims-paying ability of the issuing insurance company.

Be Wealth does not provide fiduciary investment advisory services through this Site and is not a registered investment adviser or broker-dealer.

Any examples, illustrations, projections, or hypothetical scenarios shown on this Site or during consultations are for illustrative purposes only and are not guarantees of future performance, tax outcomes, or income. Actual results will vary based on individual circumstances, market conditions, carrier performance, and applicable tax law.

You must be at least 18 years old and a resident of the United States to use this Site or request services. You agree to use the Site only for lawful purposes and not to attempt to interfere with its security or operation.

By scheduling a call, submitting a contact form, or providing your phone number or email, you consent to be contacted by Be Wealth and its representatives by phone, SMS, or email regarding your inquiry, your appointment, and related educational content. Message and data rates may apply. You may opt out of marketing communications at any time by replying STOP or contacting us directly.

The Site may link to third-party websites, calculators, scheduling tools, client portals, or carrier resources. Be Wealth does not control and is not responsible for the content, accuracy, privacy practices, or availability of those third parties. Use them at your own risk and subject to their terms.

All content on this Site, including text, graphics, logos, images, video, and the Be Wealth name and marks, is the property of Be Wealth LLC or its licensors and is protected by U.S. and international intellectual property laws. You may not copy, reproduce, distribute, or create derivative works without our prior written permission, except for personal, non-commercial reference.

The Site and all content are provided on an "as is" and "as available" basis without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement. We do not warrant that the Site will be uninterrupted, error-free, or secure.

To the fullest extent permitted by law, Be Wealth LLC, its members, employees, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits, savings, data, or goodwill arising from your use of, or inability to use, the Site or information provided through it. Our aggregate liability for any direct damages will not exceed the amount you paid us, if any, for the specific service giving rise to the claim.

You agree to indemnify and hold harmless Be Wealth LLC and its representatives from any claim, demand, loss, or expense (including reasonable attorneys' fees) arising out of your use of the Site, your violation of these Terms, or your violation of any law or third-party right.

These Terms are governed by the laws of the State of Arizona, without regard to its conflict of laws rules. Any dispute arising out of or relating to these Terms or the Site will be resolved exclusively in the state or federal courts located in Maricopa County, Arizona, and you consent to personal jurisdiction there.

We may update these Terms from time to time. Updates take effect when posted to this page with a new "Last updated" date. Your continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.

Questions about these Terms? Contact us at (602) 551-7259 or through the Book a Call page.