Terms & Conditions
Last updated: Sep, 06 2025
Effective Date: September 24, 2025
Last Updated: September 24, 2025
These Terms and Conditions (“Terms”) govern your use of the Financialize website, purchase of services, and any related communications via SMS, email, or phone. By using our site or purchasing services, you agree to these Terms.
1. Services Provided
Financialize provides lead generation, lead reactivation, and related services (“Services”). These Services are for professional use by licensed insurance agents, agencies, IMOs, and FMOs.
2. Purchases and Payments
- All Services must be purchased through our website or authorized representatives.
- You agree to provide accurate billing and payment information.
- Payments are processed securely by third-party processors.
- We do not store full credit card information on our servers.
- Prices and fees are subject to change at our discretion.
3. Refund Policy
- All sales of leads and services are final due to the nature of digital delivery.
- Refunds may be issued only in cases of duplicate transactions or technical errors.
- Requests must be submitted to support@financailize.com within 5 business days of the transaction.
4. User Obligations
By using our Services, you agree that you will:
- Use leads in compliance with all applicable laws, including TCPA, CAN-SPAM, GDPR, and CCPA.
- Maintain appropriate licensing to engage in insurance sales.
- Not resell or redistribute leads without prior written consent.
5. Communications Consent
By providing your contact details, you agree to receive communications from Financialize:
- SMS & Calls (TCPA): You consent to receiving SMS and phone calls, including autodialed or prerecorded calls, from Financialize. Consent is not a condition of purchase. Standard message/data rates may apply. You may opt out at any time by replying STOP or contacting us.
- Email (CAN-SPAM): Marketing emails will always include an unsubscribe option. Transactional emails will still be sent for service purposes.
6. Compliance and Data Usage
- GDPR (EU/EEA users): Processing is based on contract, consent, or legitimate interest. You have rights to access, correct, delete, or restrict processing of your data.
- CCPA/CPRA (California residents): You have the right to know what data we collect, request deletion, opt out of sale/share, and not face discrimination for exercising your rights.
- All compliance requests can be directed to support@financialize.com.
7. Intellectual Property
All content on the Financialize website, including text, graphics, logos, and software, is the property of Financialize and protected by intellectual property laws. You may not copy, distribute, or modify without written consent.
8. Limitations of Liability
- Financialize makes no guarantees regarding lead performance, conversion rates, or sales results.
- You assume all responsibility for how leads are used.
- To the fullest extent permitted by law, Financialize is not liable for indirect, incidental, or consequential damages.
9. Indemnification
You agree to indemnify and hold harmless Financialize, its officers, employees, and partners from any claims, damages, or expenses arising from your use of our Services, including violations of these Terms or applicable laws.
10. Termination
We reserve the right to suspend or terminate your account and access to Services at our discretion, including for violations of these Terms or misuse of leads.
11. Governing Law
These Terms shall be governed by the laws of the State of Arizona, without regard to its conflict of law principles.
12. Changes to Terms
Financialize may update these Terms from time to time. Updates will be posted on this page with a revised “Last Updated” date. Continued use of our Services constitutes acceptance of the updated Terms.
13. Contact Us
For questions regarding these Terms, please contact us:
Financialize.com, LLC
Email: support@financialize.com
Phone: (707) 297-9504
Address: support@financialize.com