Advisor Portal Terms & Conditions

Welcome to the Global Wealth Finance Inc. Advisor Portal (“Portal”). By creating an account, paying the onboarding fee, or accessing the Portal, you agree to these Terms & Conditions.

1. Membership

The Global Wealth Advisor Portal is designed exclusively for licensed financial professionals, insurance agents, investment adviser representatives, and affiliated contractors. Access is granted at Global Wealth's discretion and may be revoked at any time.

2. Onboarding Fee & Access

Advisors may be required to pay a one-time onboarding fee to activate access. Fees are non-refundable except as required by law.

3. Confidentiality

All materials, tools, scripts, playbooks, marketing assets, and lead data provided in the Portal are proprietary and confidential. Advisors may not copy, redistribute, or share Portal content outside of authorized business use.

4. Compliance

Advisors agree to comply with all applicable federal and state laws, carrier guidelines, and Global Wealth's internal compliance standards. Any misuse of client data, unlicensed activity, or misrepresentation is grounds for immediate termination.

5. Independent Contractor Status

Advisors are independent contractors, not employees of Global Wealth. Advisors are responsible for their own taxes, licensing, and continuing education.

6. Intellectual Property

All trademarks, logos, technology, and content within the Portal are the property of Global Wealth Finance Inc. or its licensors and may not be used without written permission.

7. No Guarantees

Global Wealth does not guarantee income, production, lead quality, or business outcomes. Advisor success depends on individual effort, licensing, and market conditions.

8. Data & Privacy

Your use of the Portal is also governed by our Privacy Policy.

9. Limitation of Liability

To the maximum extent permitted by law, Global Wealth is not liable for indirect, incidental, or consequential damages arising out of Portal use.

10. Termination

Global Wealth may terminate or suspend Portal access for violations of these Terms, non-payment (if applicable), or conduct harmful to the firm or its advisors.

11. Governing Law

These Terms are governed by the laws of the State of California. Any disputes shall be resolved in California unless otherwise required by law.

12. Acceptance

By selecting “I Agree”, you acknowledge that you have read these Terms, you understand them, and you agree to be legally bound by them.