Terms & financial disclosures

Effective date: October 24, 2026.

Educational purpose

This website provides general information about family financial protection and TrueVine Financial. It does not provide individualized investment, insurance, legal, or tax advice. Using this website or sending an inquiry does not by itself create an adviser-client, attorney-client, or insurer-policyholder relationship.

Insurance availability and policy terms

Insurance products and services may be offered only where the relevant professional and insurer are authorized. Availability depends on state rules, insurer offerings, underwriting, and the applicant's circumstances. Nothing on this website binds an insurer, approves an application, or guarantees a premium, benefit, claim payment, or financial outcome.

Policy and rider language controls coverage. Exclusions, waiting periods, fees, premium requirements, lapse provisions, and benefit limits may apply. Accelerating a death benefit may reduce what is left for beneficiaries and may have tax or public-benefit consequences. Confirm the applicable details with the insurer and appropriate professional advisers.

Examples and professional titles

All numerical examples in the educational guide are hypothetical teaching tools. They are not recommendations, quotations, actual client results, or projections of what a product will deliver. No return, inheritance amount, or protection outcome is promised.

Descriptions such as "financial strategist" are not a representation of a particular license, certification, or fiduciary status. Ask for the professional's legal name, license details, authorized states, and compensation information before conducting a transaction.

Consultations and communications

An introductory consultation is described as free and without an obligation to buy. Products or later services may have costs; request applicable fees, premiums, and compensation disclosures. A phone call or email inquiry does not reserve an appointment or establish coverage. A time must be agreed directly with the business.

Do not send sensitive identification, medical, or banking information through ordinary email. Read our privacy policy before contacting us.

External resources and accuracy

External links are provided for convenience. Other organizations control their own content and policies, and their links do not imply endorsement of this business. Information can become outdated; confirm current law and contract language rather than relying solely on this website.

Questions and corrections

For questions about these disclosures or a possible content error, call 614-432-5242 or use the options on our contact page. Our editorial policy describes sources, AI assistance, and corrections.