Terms of Service

Please read these Terms of Service ("Terms") carefully before using the Retire Wizard website and services operated by Jet Financial Group, Inc. d/b/a Retire Wizard ("Retire Wizard," "we," "us," or "our").

Acceptance of Terms

By accessing or using our website at retirewizard.com and our advisor matching services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our services.

Description of Services

Retire Wizard provides an advisor matching service that connects consumers with licensed, independent annuity advisors. Our service includes:

• Collecting information about your retirement goals and financial situation
• Matching you with qualified, licensed annuity advisors based on your needs
• Providing educational content about annuities and retirement planning

Retire Wizard is not an insurance company, broker-dealer, or registered investment advisor. We do not sell annuities or other financial products directly. We do not provide personalized financial, tax, or legal advice.

Advisor Matching Service

When you submit your information through our matching service, we will connect you with one or more licensed annuity advisors from our network. Please understand the following:

• Advisors in our network are independent professionals. They are not employees or agents of Retire Wizard.
• Any advice, recommendations, or products offered by an advisor are the responsibility of that advisor and the insurance company issuing the product.
• Retire Wizard does not guarantee the performance, suitability, or outcome of any financial product or advice provided by advisors in our network.
• You are under no obligation to purchase any product or engage any advisor we match you with.

No Financial Advice

The content on our website, including blog articles, guides, and educational materials, is provided for informational purposes only. It should not be construed as personalized financial, investment, tax, or legal advice. The information presented may not be suitable for your specific situation.

Before making any financial decisions, we recommend consulting with a qualified financial advisor, tax professional, or attorney who can evaluate your individual circumstances.

User Responsibilities

When using our services, you agree to:

• Provide accurate and truthful information when submitting forms or communicating with us
• Not use our services for any unlawful purpose
• Not attempt to interfere with the proper functioning of our website
• Not impersonate any person or entity
• Not submit false or misleading information

Intellectual Property

All content on the Retire Wizard website, including text, graphics, logos, images, and software, is the property of Jet Financial Group, Inc. or its content suppliers and is protected by United States and international copyright laws.

You may not reproduce, distribute, modify, or create derivative works from any content on our website without our prior written consent.

Limitation of Liability

To the fullest extent permitted by applicable law, Retire Wizard and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our services, including but not limited to:

• Any financial losses resulting from decisions made based on information provided on our website
• Any actions or omissions of advisors in our network
• Any errors or inaccuracies in our content
• Any interruption or cessation of our services

Indemnification

You agree to indemnify, defend, and hold harmless Retire Wizard and its affiliates from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your use of our services or violation of these Terms.

Third-Party Links

Our website may contain links to third-party websites or services. We do not control and are not responsible for the content, privacy policies, or practices of any third-party sites. Your use of third-party websites is at your own risk.

Modifications to Terms

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website. Your continued use of our services after any changes constitutes acceptance of the modified Terms.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Arizona, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Maricopa County, Arizona.

Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

Contact Us

If you have questions about these Terms of Service, please contact us at:

Jet Financial Group, Inc. d/b/a Retire Wizard
Phoenix, Arizona
Email: [email protected]