Terms of Service

Use of Our Services

Our website provides information about our insurance and financial services, allows visitors to request consultations and book appointments with our agents, and provides our CRM platform for authorized agents to manage leads, appointments, and client communications.

Third-Party Integrations

Our CRM integrates with third-party services, including Google Calendar and Zoom, to help our agents schedule and conduct appointments. Use of these integrations is subject to the respective third party's own terms of service and privacy policy, in addition to ours. We are not responsible for the availability, security, or content of third-party services.

Agent Accounts

Access to the Prosperity Leads CRM is limited to authorized agents and staff of Prosperity Leaders™. Agents are responsible for maintaining the confidentiality of their account credentials and for all activity under their account.

Appointment Booking

Booking an appointment through our website does not guarantee the availability of a specific agent or time slot until confirmed. We reserve the right to reschedule or cancel appointments as needed.

Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of Prosperity Leaders™ or its licensors and is protected by applicable intellectual property laws.

Limitation of Liability

Our services are provided “as is” without warranties of any kind. We are not liable for any indirect, incidental, or consequential damages arising from your use of our website or CRM platform, to the fullest extent permitted by law.

Changes to These Terms

We may update these Terms from time to time. Continued use of our services after changes are posted constitutes acceptance of the updated Terms.

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