Here is a Terms of Service tailored to your brokerage, structured for lead capture + TCPA compliance and aligned with insurance/financial services standards.

Effective Date: 01/01/2024
Website: dynastyagents.com
Business Name: The Dynasty Agency

1. Acceptance of Terms

By accessing or using dynastyagents.com (“Website”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree, do not use this Website.

These Terms apply to all visitors, users, and individuals who submit information through the Website.

2. Description of Services

The Dynasty Agency (“Company,” “we,” “our,” or “us”) provides information, consultations, and brokerage services related to:

Life insurance

Medicare plans

Retirement planning strategies

We are a brokerage, not an insurance carrier. Coverage is provided through third-party licensed insurance companies.

3. No Financial or Legal Advice

Information provided on this Website is for general informational purposes only and does not constitute:

Legal advice

Tax advice

Investment advice

You should consult a qualified professional before making financial decisions.

4. Eligibility

By using this Website, you represent that:

You are at least 18 years old

You are a U.S. resident

You are providing accurate and truthful information

5. Information You Provide

When you submit your information (name, email, phone number), you agree that:

The information is accurate and complete

You have authority to provide the contact details submitted

You consent to be contacted as described below

6. TCPA Consent to Communications

By submitting your information through this Website, you provide prior express written consent to be contacted by The Dynasty Agency and its representatives.

You agree to receive:

Phone calls

Text messages (SMS/MMS)

Emails

These may be sent using:

Automated telephone dialing systems (ATDS)

Artificial or prerecorded voice technology

Key TCPA Disclosures:

Consent is not a condition of purchase.

Message and data rates may apply.

Message frequency may vary.

Opt-Out Instructions:

Text STOP to opt out of SMS

Click “unsubscribe” in emails

You acknowledge that even if your phone number is listed on a federal or state Do Not Call registry, you are providing consent to be contacted.

We retain records of consent in accordance with applicable law.

7. Use of Website

You agree not to:

Use the Website for unlawful purposes

Submit false or misleading information

Attempt to interfere with Website functionality

Use automated systems (bots/scrapers) without permission

8. Third-Party Services

We may share your information with:

Licensed insurance carriers

Service providers (CRM, communication platforms)

We are not responsible for third-party services or their actions.

9. Intellectual Property

All Website content, including text, branding, logos, and design, is the property of The Dynasty Agency and protected by applicable laws.

You may not copy, reproduce, or distribute content without permission.

10. Disclaimer of Warranties

The Website is provided “as is” and “as available.” We make no warranties regarding:

Accuracy of information

Availability of services

Suitability of insurance products

11. Limitation of Liability

To the fullest extent permitted by law, The Dynasty Agency is not liable for:

Any indirect, incidental, or consequential damages

Decisions made based on Website information

Issues arising from third-party providers or carriers

12. Indemnification

You agree to indemnify and hold harmless The Dynasty Agency from any claims, damages, or expenses resulting from:

Your use of the Website

Your violation of these Terms

Your submission of inaccurate information

13. Privacy Policy

Your use of this Website is also governed by our Privacy Policy. Please review it for details on how we collect and use your information.

14. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles.

15. Changes to Terms

We may update these Terms at any time. Updates will be posted with a revised effective date. Continued use of the Website constitutes acceptance of the revised Terms.

16. Contact Information

The Dynasty Agency
Email: [email protected]
Phone: +1 833-451-0440
Website: dynastyagents.com

Optional (Highly Recommended for Compliance)

Add This Directly Under Your Website Form:

“By clicking ‘Submit,’ you agree to the Terms of Service and Privacy Policy and consent to receive calls, text messages, and emails from The Dynasty Agency. Consent is not required to purchase. Message and data rates may apply. Reply STOP to opt out.”