Privacy, Terms & Disclosures

We collect information you provide directly, such as your name, email address, phone number, and details about your financial goals when you fill out a consultation form or speak with an advisor. We also collect standard technical data from your browser and device, including IP address, browser type, pages visited, and referral sources, to help us understand and improve the site experience.

• To respond to your inquiries and schedule consultations.
• To connect you with an independent licensed advisor in our network.
• To improve our website, services, and communications.
• To comply with legal obligations and protect our rights.

We do not sell your personal information. We may share information with independent advisors and service providers who help us deliver services, subject to confidentiality obligations. We may also disclose information if required by law or to protect our legal rights.

We use cookies and similar technologies to analyze site traffic, remember your preferences, and improve functionality. You can adjust your browser settings to refuse cookies, though some features may not work as intended.

We retain personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. [Specify retention period if known, e.g., 7 years for financial records.]

Depending on your state of residence, you may have rights to access, correct, delete, or restrict the use of your personal information. To exercise these rights, contact us using the information below.

By accessing or using this website, you agree to be bound by these Terms of Use. If you do not agree, please do not use the site. We may update these terms at any time, and your continued use constitutes acceptance of the revised terms.

This site is intended for individuals seeking general information about financial protection, estate planning, retirement, and related topics. You agree to use the site lawfully and not to interfere with its operation or security.

Content on this site is for educational and informational purposes only. It is not personalized investment, tax, legal, or financial advice. Before making any financial decision, consult a qualified professional who can review your complete situation.

Any examples, testimonials, or case studies are illustrative and do not guarantee similar results for you. Past performance, savings, or outcomes described are not indicative of future results.

All content, branding, and materials on this site are owned by or licensed to USA Bank Solutions and may not be copied, reproduced, or distributed without written permission.

To the fullest extent permitted by law, USA Bank Solutions and its affiliates, advisors, and service providers are not liable for any indirect, incidental, or consequential damages arising from your use of the site or reliance on its content.

USA Bank Solutions is not a bank, credit union, or other depository institution. We do not accept deposits, make loans, or provide traditional banking services.

Products and services discussed through USA Bank Solutions are not FDIC insured, are not bank guaranteed, and may lose value. Insurance products are subject to the claims-paying ability of the issuing carrier.

USA Bank Solutions operates as a network of independently licensed insurance and financial professionals. Advisors are not employees of USA Bank Solutions unless otherwise disclosed in writing. Each advisor is responsible for compliance with applicable licensing, regulatory, and professional obligations.

Insurance products and annuities are offered only by appropriately licensed insurance professionals. Securities and investment advisory services, if discussed, are offered only by licensed representatives of registered broker-dealers or investment advisers. [Update this section to reflect the actual licenses held by your advisor network.]

Submitting a form or requesting information does not create a client relationship or obligation to purchase any product or service. A formal engagement, if any, will be established only through a separate written agreement with the applicable advisor or provider.

Products and services may not be available in all states. Advisor licensing and product availability vary by jurisdiction. [Confirm the states in which your network is licensed to operate.]