Terms of Use
Terms of Use
These Terms of Use govern access to and use of the website operated by Planwise Partners, LLC d/b/a Planwise Partners Insurance Agency (“Planwise”). By using this website, you agree to these terms.
Informational Purpose
The information provided on this website is for educational and informational purposes only and should not be considered financial, tax, or legal advice. Visitors should consult appropriate professionals before making financial decisions.
No Client Relationship
Use of this website does not create a client, advisory, or fiduciary relationship with Planwise. A formal relationship begins only after appropriate agreements are executed.
Intellectual Property
All content on this website including text, graphics, branding, and educational material is the property of Planwise unless otherwise noted. Content may not be reproduced without written permission.
Limitation of Liability
Planwise is not responsible for losses resulting from reliance on website content. Users assume responsibility for decisions made based on information obtained through the website.
External Links
The website may contain links to third-party websites. Planwise is not responsible for the content or policies of those sites.
Changes to Terms
Planwise reserves the right to modify these terms at any time. Continued use of the website constitutes acceptance of any updated terms.
Effective March 13, 2026