TERM OF SERVICES For goatifyadvisor

TERMS OF SERVICE

Effective Date: 01.01.2026

These Terms of Service ("Terms") govern your use of the website and services provided by Goatify Advisors ("Company," "we," "us," or "our"), a company operating in the State of Florida and offering insurance-related consulting and life insurance products, including Indexed Universal Life (IUL) policies.

By accessing our website or engaging with our Services, you agree to these Terms.


1. Company Overview

Goatify Advisors is a Florida-based financial services company that provides educational consulting and facilitates the sale of life insurance products through properly licensed insurance agents.

All insurance products are issued by authorized insurance carriers. Goatify Advisors and its agents operate in compliance with applicable Florida insurance laws and regulations.


2. Licensing and Regulatory Disclosure

Insurance products are offered through licensed insurance agents. Licensing information is available upon request.

We operate under the regulatory oversight of the Florida Department of Financial Services (DFS).

Nothing on this website constitutes an offer to sell insurance in any state where we are not properly licensed.


3. No Investment or Securities Offering

Indexed Universal Life (IUL) policies are life insurance products, not securities.

IUL policies provide cash value accumulation tied to the performance of a market index, subject to caps, participation rates, spreads, and policy charges. They are not direct investments in the stock market, and they do not guarantee market returns.

We do not provide securities brokerage services unless separately disclosed and properly licensed.


4. No Financial, Tax, or Legal Advice

Information provided through our website, consultations, marketing materials, or social media is for educational purposes only.

Nothing provided by Goatify Advisors constitutes legal, tax, accounting, or investment advice.

Clients should consult with their own attorney, CPA, or financial professional before purchasing any life insurance policy or implementing financial strategies.


5. Policy Performance and Guarantees

Life insurance policies, including IUL products:

  • May include guaranteed and non-guaranteed elements

  • Are subject to underwriting approval

  • May lapse if premiums are not properly funded

  • Are subject to policy fees, surrender charges, and cost of insurance charges

Illustrations provided are hypothetical and not guarantees of future performance.


6. Client Responsibilities

By engaging with our Services, you agree to:

  • Provide complete and accurate information during underwriting

  • Disclose material medical and financial information truthfully

  • Review all policy documents before signing

  • Understand that failure to fund policies properly may result in lapse

Misrepresentation may result in policy rescission by the carrier.


7. Compensation Disclosure

Goatify Advisors and its licensed agents may receive commissions from insurance carriers for policies issued. Compensation may vary depending on the product and carrier.

There is no additional fee charged to clients unless explicitly disclosed in writing.


8. Third-Party Carriers

Insurance policies are issued by third-party insurance companies. Goatify Advisors does not control carrier underwriting decisions, policy charges, dividend declarations, or index performance.

We are not liable for actions or financial condition of any insurance carrier.


9. Limitation of Liability

To the fullest extent permitted under Florida law, Goatify Advisors shall not be liable for indirect, incidental, special, or consequential damages arising from:

  • Policy performance

  • Carrier decisions

  • Market index fluctuations

  • Client funding decisions

Our maximum liability shall not exceed the compensation received by us related to the specific policy in question.


10. No Guarantee of Results

We do not guarantee:

  • Specific cash value growth

  • Loan performance outcomes

  • Tax treatment outcomes

  • Approval of underwriting

  • Long-term policy performance

All financial outcomes depend on multiple factors, including funding strategy and market conditions.


11. Privacy

Client information is handled in accordance with applicable privacy laws, including federal insurance privacy regulations. Please review our Privacy Policy for full details.


12. Electronic Communications

By using our Services, you consent to receive electronic communications, disclosures, and policy-related documents where permitted by law.


13. Termination

We reserve the right to refuse service or terminate access if a client violates these Terms or applicable regulations.


14. Governing Law

These Terms are governed by the laws of the State of Florida.

Any disputes shall be resolved in the appropriate courts located within the State of Florida.


15. Updates to Terms

We may update these Terms periodically. Continued use of our Services constitutes acceptance of any revised Terms.


16. Contact Information

Goatify Advisors
State of Florida, United States
8277 NW 99th Av Doral 33178
[email protected]
7869300942