Advisor Portal Terms of Use

These Terms of Use (“Terms”) are a binding agreement between you and Global Wealth Finance Inc., a California corporation, together with its insurance division and licensed agency, Global Wealth Insurance Agency, LLC (collectively, “Global Wealth,” “we,” “us,” or “our”). They govern your account and use of the advisor portal at portal.globalwealthfinance.net and related services (the “Portal”).

By creating an account, selecting an acceptance checkbox, purchasing access, or using the Portal, you acknowledge that you have read and agree to these Terms. Our Privacy Policy is a separate notice describing personal-information practices; it is not merged into these Terms.

The Portal is intended for insurance agents, financial professionals, producers, agency owners, independent contractors, prospective producers, and other users authorized by Global Wealth. You must be at least 18 years old, legally capable of entering an agreement, and located in a jurisdiction where use is permitted.

Access does not itself establish employment, affiliation, licensing, appointment, or authority to transact business. We may approve, restrict, suspend, or revoke access consistent with these Terms and applicable law.

You must provide accurate, current information; maintain one personal account unless authorized otherwise; protect your credentials and devices; and promptly notify us of suspected unauthorized access. You are responsible for activity conducted through your account to the extent permitted by law.

Your affirmative electronic action may serve as your signature. We may retain the document versions, acceptance time, purchase amount, checkout reference, and limited request details needed to evidence that action.

You are solely responsible for maintaining every license, appointment, registration, authorization, continuing-education requirement, errors-and-omissions coverage, and disclosure required for your activities. You must follow applicable law, carrier rules, approved materials, replacement and suitability or best-interest obligations, advertising rules, privacy duties, and Global Wealth compliance instructions.

Carrier contracts, producer agreements, independent-contractor agreements, and product documents control their respective subject matter. Portal access does not modify them or authorize activity outside their scope.

Portal materials are provided for general educational, operational, and business-support purposes. They are not legal, tax, investment, accounting, medical, or individualized insurance advice. Product availability, rates, carrier requirements, and laws change. Verify current information and obtain qualified advice before relying on Portal content.

Nothing in the Portal creates a fiduciary, attorney-client, accountant-client, or financial-adviser relationship between Global Wealth and any end client.

You may use the Portal only for authorized, lawful professional purposes. You may not share credentials; access another person’s account; scrape, probe, reverse engineer, disrupt, or bypass security; upload malware or unlawful material; misrepresent credentials; conduct unlicensed activity; misuse personal information; infringe rights; or use Portal content to compete unfairly or deceive consumers.

You may not upload Social Security numbers, banking credentials, health information, identity documents, or other highly sensitive information unless an expressly authorized workflow requires it and you have authority and a lawful basis to do so.

The Portal, WealthSync™ Technology, trademarks, software, layouts, playbooks, scripts, training, and other materials are owned by or licensed to Global Wealth and protected by law. Subject to these Terms, we grant you a limited, revocable, nonexclusive, nontransferable license to use them for authorized business activity.

You retain ownership of content you submit. You grant us the rights reasonably necessary to host, process, display, transmit, and administer that content for Portal operations.

Portal materials, carrier information, producer information, client information, and nonpublic business records may be confidential. Access and disclose them only as authorized, use reasonable safeguards, and comply with applicable privacy and security obligations. Our separate Privacy Policy explains our practices.

The Portal may link to or interoperate with Stripe, insurance carriers, contracting platforms, e-signature tools, managed infrastructure, email delivery, and other third parties. Their terms and privacy practices govern their services. We are not responsible for third-party availability or independent acts.

You consent to receive transactional messages necessary for account, payment, onboarding, security, and support operations. Marketing communications, if any, remain subject to applicable choices and law.

We may maintain, update, replace, suspend, or discontinue Portal features. We do not promise uninterrupted or error-free operation. We may suspend or terminate access for nonpayment, security risk, suspected fraud, legal or carrier requirements, breach of these Terms, or conduct harmful to Global Wealth, users, clients, or partners.

Provisions that by their nature should survive—such as payment obligations, ownership, confidentiality, disclaimers, liability limits, indemnity, and dispute terms—survive termination.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE PORTAL AND ITS CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE.” GLOBAL WEALTH DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. We do not warrant approval, appointment, lead quality, production, commissions, income, or any particular outcome. Nothing here excludes a warranty or right that cannot lawfully be excluded.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, GLOBAL WEALTH AND ITS AFFILIATES, OFFICERS, EMPLOYEES, LICENSORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR LOST PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITY ARISING FROM THE PORTAL.

Any aggregate liability arising from the Portal will not exceed the amount you paid for Portal activation, unless a greater remedy is required by nonwaivable law. This section does not limit liability that applicable law prohibits us from limiting.

To the extent permitted by law, you will defend, indemnify, and hold harmless Global Wealth and its affiliates from third-party claims, damages, and reasonable costs arising from your unlawful conduct, unlicensed activity, breach of these Terms, misuse of personal information, or infringement of another’s rights. This obligation does not apply to the extent caused by Global Wealth’s own unlawful conduct.

Before filing a claim, you and Global Wealth agree to make a good-faith effort to resolve it by written notice to support@globalwealthfinance.net and at least 30 days of informal discussion, unless urgent injunctive relief is reasonably necessary.

California law governs, without regard to conflict-of-law principles. Subject to mandatory law, proceedings must be brought in state or federal courts with jurisdiction in California. These Terms contain no arbitration requirement or class-action waiver. Consumer and other nonwaivable rights remain unaffected.

Neither party is liable for delay caused by events beyond reasonable control. You may not assign these Terms without our written consent; we may assign them in connection with a reorganization, merger, financing, or sale, subject to law. If a provision is unenforceable, the remainder remains effective. Failure to enforce is not a waiver.

These Terms and incorporated documents form the entire agreement concerning Portal use, except for separate agreements that expressly control a specific relationship. International users are responsible for local law and sanctions/export restrictions. We may revise these Terms prospectively and will provide notice when required; material changes do not retroactively alter completed purchases unless law permits and notice is provided.

Global Wealth Finance Inc.
Global Wealth Insurance Agency, LLC
California, United States
support@globalwealthfinance.net