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Terms of Service

By using our website and opting into our SMS appointment scheduling and reminders service, you

agree to the following terms:

1. Program Name and Description

Roman Financial Alerts - Our SMS service provides reminders for upcoming appointments, account

notifications, and occasional updates about services relevant to life insurance and financial

planning.

2. Opt-Out Instructions

You may cancel the SMS service at any time. Upon sending "STOP," we will confirm your unsubscription via SMS. After this, you will no

longer receive text messages from us. To rejoin, sign up again on our website.

3. Rejoining Instructions

To resume messages after opting out, re-enter your phone number into our appointment scheduling

system or contact support to re-enroll.

4. Help Instructions

For help contact our support team at owner@theromanfinancialgroup.com.

5. Carrier Liability Disclaimer

Carriers are not liable for delayed or undelivered messages.6. Message and Data Rates Disclaimer

Message and data rates may apply for messages sent to and from us. Message frequency may

vary. For more information about your text or data plan, please contact your wireless provider.

7. Privacy Policy Link

To learn how we protect your personal data, including your mobile information, please refer to our

Privacy Policy.

8. Compliance with Industry Standards

We follow all applicable laws and industry standards related to SMS communication, including

TCPA, CTIA, and A2P 10DLC compliance.

9. Legal Compliance Note

By opting into our SMS services, you affirm that you are the account holder or have the account

holder's permission and that you are legally permitted to receive messages at the number you

provide.

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