Legal Agreement

Terms of Service

Please read these terms carefully before using our website and services

Effective Date: December 29, 2024

Welcome to LSM Financial. These Terms of Service ("Terms") govern your access to and use of our website lsm-financial.com (the "Site") and any services, features, content, or applications we offer (collectively, the "Services").

By accessing or using our Site and Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, please do not use our Site or Services.

Important Notice

These Terms contain provisions that limit our liability and require you to resolve disputes through arbitration on an individual basis. Please read them carefully.

1. Acceptance of Terms

By accessing, browsing, or using our Site and Services, you acknowledge that you have read, understood, and agree to be bound by these Terms and all applicable laws and regulations. You also agree to comply with all local laws regarding online conduct and acceptable content.

If you are using the Services on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.

2. Services Description

LSM Financial is an insurance agency that provides the following services:

  • Life insurance products (term life, whole life, IUL, final expense, etc.)
  • Annuities and retirement planning solutions
  • Mortgage protection insurance
  • Insurance consultation and advisory services

Note: We act as an independent insurance agent and work with multiple insurance carriers. We do not underwrite policies; insurance carriers are responsible for underwriting decisions and policy issuance.

3. Eligibility

You must be at least 18 years of age to use our Services. By using our Site and Services, you represent and warrant that:

  • You are at least 18 years old
  • You have the legal capacity to enter into a binding contract
  • All information you provide is accurate, current, and complete
  • You are not prohibited from using our Services under applicable law

4. User Accounts and Registration

While browsing our Site does not require registration, accessing certain Services may require you to provide personal information or create an account. You agree to:

Provide Accurate Information

Supply true, accurate, current, and complete information during registration and insurance applications.

Maintain Information

Update your information promptly if it changes to ensure accuracy.

Protect Your Account

Maintain the confidentiality of any login credentials and notify us immediately of any unauthorized use.

You are responsible for all activities that occur under your account. We reserve the right to suspend or terminate accounts that violate these Terms.

5. Prohibited Uses

You agree NOT to use the Site or Services to:

Violate any local, state, national, or international law
Transmit false, misleading, or fraudulent information
Engage in unauthorized access or hacking attempts
Transmit viruses, malware, or harmful code
Harass, abuse, or harm others
Scrape, spider, or use automated tools without permission
Impersonate any person or entity
Interfere with the proper functioning of the Site

6. Intellectual Property Rights

The Site and its entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof) are owned by LSM Financial, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property laws.

You may not reproduce, distribute, modify, create derivative works of, publicly display, republish, download, store, or transmit any of the material on our Site without our prior written consent, except for your personal, non-commercial use.

7. Insurance Quotes and Applications

No Guarantee of Coverage

Quotes provided through our Site are estimates only and are subject to change. Actual coverage and premiums are determined by the insurance carrier based on underwriting review. We do not guarantee that you will be approved for any insurance product.

Application Accuracy

You must provide complete, truthful, and accurate information on all insurance applications. Misrepresentation or omission of material facts may result in denial of claims or policy cancellation by the insurance carrier.

Independent Carrier Decisions

Insurance carriers make all underwriting, pricing, and coverage decisions. LSM Financial acts as an intermediary and does not control carrier decisions. We are not liable for carrier denials, delays, or coverage limitations.

8. Communications and Consent

By using our Services, you consent to receive communications from us, including:

  • Email communications regarding your inquiries, applications, and policies
  • Phone calls and text messages to the numbers you provide
  • Marketing communications (which you may opt out of at any time)

You may opt out of marketing communications by following the unsubscribe instructions in our emails or by contacting us directly.

9. Third-Party Links and Services

Our Site may contain links to third-party websites, insurance carrier sites, or other external resources. These links are provided for your convenience only. We do not endorse and are not responsible for:

  • The content, accuracy, or opinions expressed on third-party sites
  • The privacy practices of third-party sites
  • Any damages or losses caused by your use of third-party sites

10. Disclaimer of Warranties

Important Legal Notice

THE SITE AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT.

We do not warrant that the Site will be uninterrupted, secure, or error-free, or that defects will be corrected. We make no warranties about the accuracy, reliability, completeness, or timeliness of the content, services, software, or graphics on the Site.

11. Limitation of Liability

Liability Limits

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT SHALL LSM FINANCIAL, ITS AFFILIATES, DIRECTORS, OFFICERS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM:

  • • Your access to or use of (or inability to access or use) the Site or Services
  • • Any conduct or content of any third party on the Site
  • • Unauthorized access, use, or alteration of your transmissions or content
  • • Insurance carrier decisions, denials, or policy terms
  • • Any errors or omissions in any content or for any loss or damage incurred as a result of the use of any content posted, emailed, transmitted, or otherwise made available through the Site

OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATED TO THE SITE OR SERVICES SHALL NOT EXCEED $100 OR THE AMOUNT YOU PAID US IN THE PAST TWELVE MONTHS, WHICHEVER IS GREATER.

Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.

12. Indemnification

You agree to defend, indemnify, and hold harmless LSM Financial, its affiliates, licensors, and service providers, and its and their respective officers, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Site or Services.

13. Governing Law and Dispute Resolution

Governing Law

These Terms and any dispute arising out of or related to them or the Site shall be governed by and construed in accordance with the laws of the State of California and the United States, without regard to conflict of law principles.

Arbitration Agreement

Any dispute, claim, or controversy arising out of or relating to these Terms or the breach, termination, enforcement, interpretation, or validity thereof, including the determination of the scope or applicability of this agreement to arbitrate, shall be determined by binding arbitration before a single arbitrator in accordance with the rules of the American Arbitration Association (AAA).

The arbitration will be conducted in California, or at another mutually agreeable location. The arbitrator's decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

Class Action Waiver

You agree to bring claims against us only in your individual capacity and not as a plaintiff or class member in any purported class or representative proceeding. Any arbitration or court proceeding is limited to that particular dispute and may not be joined with any other claims or parties.

Exceptions

Either party may seek injunctive or other equitable relief in state or federal courts located in California to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights.

14. Changes to Terms

We reserve the right to modify or replace these Terms at any time at our sole discretion. If we make material changes, we will:

  • Update the "Effective Date" at the top of these Terms
  • Notify you via email or through a prominent notice on our Site
  • Provide a reasonable opportunity to review the changes

Your continued use of the Site and Services after changes become effective constitutes your acceptance of the revised Terms. If you do not agree to the new Terms, you must stop using the Site and Services.

15. Termination

We may terminate or suspend your access to the Site and Services immediately, without prior notice or liability, for any reason, including:

  • Breach of these Terms
  • Fraudulent, abusive, or illegal activity
  • Request by law enforcement or other government agencies
  • Discontinuance or material modification of the Site or Services

All provisions of these Terms which by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

16. Miscellaneous

Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and LSM Financial regarding the Site and Services.

Severability

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

Waiver

No waiver of any term of these Terms shall be deemed a further or continuing waiver of such term or any other term, and our failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision.

Assignment

You may not assign or transfer these Terms or your rights hereunder without our prior written consent. We may assign these Terms to any affiliate or in connection with a merger, acquisition, or sale of all or substantially all of our assets.

Force Majeure

We shall not be liable for any failure to perform our obligations where such failure results from causes beyond our reasonable control, including acts of God, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, pandemics, strikes, or shortages of transportation, facilities, fuel, energy, labor, or materials.

17. Contact Information

If you have any questions about these Terms, please contact us:

By using our website and services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.

Last Updated: December 29, 2024

Effective Date: December 29, 2024