Terms of Service
Effective Date: 8/20/2025
By accessing or using RetireTaxSmart.org (“the Site”), you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree, please discontinue use of the Site.
Retire Tax Smart provides educational content and resources related to life insurance, retirement planning, and financial literacy. We may also provide opportunities to schedule consultations or request additional information.
You must be at least 18 years old to use this Site or schedule services. By using the Site, you represent that you are legally able to enter into this agreement.
The information on this Site is for educational purposes only. Individual results will vary based on personal circumstances, funding levels, market performance, underwriting, and other factors.
All content on this Site, including text, graphics, logos, and images, is the property of Retire Tax Smart unless otherwise noted. You may not reproduce, distribute, or use this content without prior written permission.
The Site may contain links to third-party websites. We are not responsible for the content, policies, or practices of third-party sites. Use at your own discretion.
Retire Tax Smart and its representatives shall not be liable for any damages, losses, or claims arising from the use of this Site, reliance on its content, or engagement of services. This includes, but is not limited to, loss of income, policy performance, or investment outcomes.
By using this Site, you agree to indemnify and hold harmless Retire Tax Smart, its agents, and affiliates from any claims, damages, or expenses resulting from your use of the Site or violation of these Terms.
These Terms shall be governed by the laws of the State of Oklahoma, without regard to conflict of law principles.
We reserve the right to update these Terms at any time. Any changes will be posted on this page with the updated “Effective Date.”
If you have questions about these Terms, contact us at:
Retire Tax Smart
Email: Brian@RetireTaxSmart.org
Phone: 405-308-1567