PolicyCheck, Inc. (PCI) Terms of Service for Advisors

Access Terms and Conditions:

Website Access: Member agrees that his/her authorization to use PolicyCheck™ Premium Tools is based on remaining an Active Premium User by paying the monthly access charges. Active Premium Members will have full access to the calculation tools available on website.

Intended Purpose: Member agrees that The PolicyCheck™ Reports powered by PolicyCheck, Inc. software is a third-party independent retirement education tool that provides general information about hypothetical returns and rates of withdrawal on various income strategies. This educational tool incorporates calculations based on age, account balance and other circumstances. The software does not provide any specific suggestions on stocks, bonds, or funds that would constitute advice, but rather generates a hypothetical illustration of mathematical principles demonstrating how small differences can add up over a lifetime.

Ongoing Support: Members agree that PolicyCheck Inc. is committed to successful long-term relationships with the PolicyCheck™ Members and at its discretion may produce optional advanced boot camps and other training that may benefit the overall success of the PolicyCheck™ process and its Members.

Marketing Materials: Member agrees that all marketing materials produced for distribution to potential prospects using PolicyCheck, Inc. name or PolicyCheck™ link information/codes must first be submitted to PolicyCheck, Inc. for approval. Failure to receive full management’s approval will result in the removal, as an Member, from the program.

Hold Harmless Provision: Agrees that PolicyCheck, Inc. cannot guarantee any specific marketing results from working with PolicyCheck, Inc or using the PolicyCheck™ processes.

Agrees to hold PolicyCheck, Inc., its vendors and any IMO/FMO or Third-Party marketing partners harmless from any inherent financial risks associated with using the PolicyCheck™ / PolicyCheck™ platforms for the purpose of educating prospects or clients through the use of hypothetical reports and assumes all financial risks associated with providing clients/prospects access to any of the information generated by the PolicyCheck™ / PolicyCheck™ processes.

Indemnification: Agrees to fully indemnify PolicyCheck, Inc. its vendors and any IMO/FMO or Third-Party marketing partners from any prospect/client conflict arising out of your use or associated with using the PolicyCheck™ / PolicyCheck™ platforms for the purpose of educating prospects or clients through the use of hypothetical reports.

Modifications: Agrees that the PolicyCheck™ platform and process is subject to modifications at the sole discretion of PolicyCheck, Inc. for the benefit of the program or process. Additionally, these terms and agreements are subject to modification at the sole discretion of PolicyCheck, Inc.

Monthly Access Fees: Member agrees that all Access Fees are on a pay as you go, monthly basis. Member agrees that after initial 30-Day Money-back Guarantee that all monthly fees are non-refundable, but that the Member can cancel his or her participation at anytime. Upon cancellation, access will continue until the end of the monthly cycle already covered from the previous Membership payment. agrees to reimburse PolicyCheck, Inc for any legal expenses required to defend this provision.

General Conditions

Subject To: *Acceptance by PolicyCheck, Inc.

Governing Law: Arizona

Arbitration & Consent to Jurisdiction: Arizona

*Acceptance: Your initiation of a trial membership will constitute your immediate acceptance of these terms and conditions unless otherwise notified in writing within 5 days by PolicyCheck, Inc.


Correspondence Address:


PolicyCheck, Inc.
4802 E. Ray Rd. Ste. 23-36
Phoenix, AZ 85044