1. Eligibility. These resources are provided for approved advisors currently working with Ron Eastman and his team. You agree to enter an email address assigned to you or your firm and not to use another advisor's access.
2. Permitted use. Resources may be used only for your internal business planning and, when your firm permits, for client-support work. You may not share access, reproduce the tools for distribution, sell them, or provide them to an unauthorized third party.
3. Hypothetical tools and no recommendation. Tool outputs are educational and hypothetical. They are not actual results, guarantees, projections, recommendations, product illustrations, account statements, or individualized investment, insurance, tax, legal, or compliance advice. You will not describe any output as a guarantee or as actual or expected investment performance.
4. Advisor and firm responsibility. You are responsible for reviewing and validating all inputs, assumptions, calculations, outputs, explanations, and materials you use. Before any client-facing use, you and your firm must determine whether and how the resource may be used, obtain required supervisory and compliance approval, use current approved firm and carrier materials, provide required disclosures, and meet all applicable legal, regulatory, licensing, suitability, best-interest, and recordkeeping obligations.
5. Information and availability. Information, methodologies, and tool availability may change, and access may be updated, suspended, or revoked at any time. Confirm current rates, requirements, product details, and carrier materials before relying on them in a client recommendation or presentation.
6. No supervision or warranty. The Impact Partnership, Ron Eastman, and their affiliates do not supervise, approve, or control your use of these resources or your client communications. Resources are provided as available, without a warranty that data, calculations, assumptions, or outputs are complete, current, accurate, or suitable for any particular use.
7. Indemnification and hold harmless—counsel review required. To the fullest extent permitted by applicable law, you agree to defend, indemnify, and hold harmless The Impact Partnership, Ron Eastman, and their respective affiliates, officers, employees, and agents from third-party claims, losses, liabilities, costs, and expenses, including reasonable attorneys' fees, arising out of or related to your use, presentation, distribution, modification, or misrepresentation of these resources or their outputs, or your failure to obtain required approval or provide required disclosures. This provision does not apply to a claim finally determined to have resulted from the indemnified party's gross negligence, willful misconduct, or violation of law.
8. Access period and activity records. After acceptance, this browser may remain authorized for up to 90 days. For security, service improvement, and advisor support, the site records the approved email, terms version, acceptance time, protected resources accessed, downloads, session activity, and a privacy-conscious browser or network identifier. Raw uploaded workbook contents are not included in access-activity reporting.
9. Confidentiality. You are responsible for protecting access on your device and notifying Ron or his team if you believe access has been used improperly.
10. Agreement. By selecting the acceptance box and continuing, you confirm that you have reviewed and agree to these terms. You also represent that you have authority to accept these terms for yourself. Your firm is bound only if you are authorized to accept these terms on its behalf.
End of terms
Once approved, this browser will remain authorized for up to 90 days.
