Terms & Conditions
Effective Date: 11/20/2023
Last Updated: 11/12/2024
SMS Terms & Conditions
1- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from Clients Excel, you may receive messages related to the following:
• Appointment reminders
• Follow-up messages
• Promotions or offers (if applicable)
Example: "Hello, this is a friendly reminder of your upcoming dinner seminar on March 5, 2025 at 5:30PM. Reply STOP to opt out of SMS messaging at any time."
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to your appointments or follow-up messaging.
Example:
"Message frequency may vary. You may receive up to 5 SMS messages per week regarding your appointments or account status."
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt-in to receive SMS messages from Clients Excel in the following ways:
• Verbally, during a conversation
• By submitting an online form
• By filling out a paper form
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.clientsexcel.com/contact
Additional Options:
• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8- Standard Messaging Disclosures:
• Message and data rates may apply.
• You can opt-out at any time by texting "STOP."
• For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.
• Message frequency may vary
6. HOW TO CONTACT US
If you have any questions about these Terms & Conditions, the practices of this site, or your dealings with this site, please contact us at:
104 N Daniel Morgan Ave
Suite 102
Spartanburg, South Carolina 29306
Ready to excel in retirement with confidence?
Interested in learning more about how we can help you reach your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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By providing your phone number, you consent to receive communications from us regarding updates and important information. Standard message and data rates may apply. You can opt-out at any time.
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Spartanburg
104 N. Daniel Morgan Ave. Suite 102
Spartanburg, South Carolina 29306
Greenville
33 Market Point Dr. Greenville, SC, 29607
Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Clients Excel. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.
ARE-15157 | 23122-2023/6/16