Terms & Conditions

Wedemier Financial provides strategic wealth guidance and licensed life insurance services for business owners, high-income individuals, and high-net-worth individuals. Services and discussions may include:

• Private Placement Life Insurance (PPLI)
• Premium financing strategies
• Tax-aware wealth structuring
• Estate planning coordination
• Capital efficiency strategies
• Asset protection coordination
• Business and financial strategy

Wedemier Financial provides strategic guidance and licensed life insurance expertise while coordinating with appropriate attorneys, CPAs, investment professionals, and other specialists when their expertise is required.

The content provided on this website is for informational and educational purposes only and should not be construed as:

• Legal advice
• Tax advice
• Investment advice
• Accounting advice
• Financial planning advice
• Securities recommendations

You should consult your own attorney, CPA, registered investment advisor, or other appropriately licensed professional before making financial, legal, tax, or investment decisions.

No attorney-client, fiduciary, or advisory relationship is created solely by your use of this website.

Wedemier Financial may discuss life insurance-related strategies, including Private Placement Life Insurance and premium financing concepts. Insurance products are offered only where properly licensed and legally permitted.

Nothing on this website constitutes an offer to sell insurance or financial products in jurisdictions where such offers are not authorized.

Wedemier Financial makes no guarantees regarding:

• Financial outcomes
• Tax savings
• Investment performance
• Insurance approval
• Financing approval
• Wealth growth
• Business results
• Legal protection outcomes

Every client situation is unique, and results depend on many factors outside of our control.

Past results, examples, case studies, or hypothetical illustrations do not guarantee future results.

Wedemier Financial reserves the right to:

• Decline consultations
• Refuse service
• Limit access to offerings
• Reject applications
• Determine eligibility for strategy sessions or services at its sole discretion

Submission of an application or scheduling request does not guarantee acceptance as a client.

All content on this website, including but not limited to:

• Text
• Branding
• Logos
• Graphics
• Frameworks
• Videos
• Downloads
• Written materials
• Funnel copy
• Strategy concepts

is the property of Wedemier Financial unless otherwise stated and is protected by applicable intellectual property laws.

You may not reproduce, republish, distribute, modify, or exploit website content without prior written permission.

You agree not to:

• Use the website for unlawful purposes
• Attempt unauthorized access to systems or data
• Interfere with website functionality
• Copy or scrape content
• Submit false or misleading information
• Use automated systems to abuse forms or scheduling systems

Wedemier Financial reserves the right to restrict or terminate access to the website at any time.

Wedemier Financial is not responsible for:

• Third-party content
• External websites
• Professional advice from third parties
• Security practices of external platforms
• Services provided by attorneys, CPAs, lenders, or other professionals

Your use of third-party services is at your own risk.

By submitting a form, scheduling a consultation, or contacting Wedemier Financial, you consent to receive communications including:

• Email
• Phone calls
• SMS/text messages
• Automated reminders
• Appointment confirmations
• Marketing communications

You may opt out of marketing communications at any time by following unsubscribe instructions or replying STOP to SMS messages where applicable.

Message and data rates may apply.

Wedemier Financial takes reasonable measures to protect submitted information. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Do not submit highly sensitive personal information through website forms unless specifically requested through secure channels.

To the fullest extent permitted by law, Wedemier Financial shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from:

• Use of this website
• Reliance on website content
• Financial decisions made by users
• Third-party professional services
• Technology interruptions
• Errors or omissions

Your use of the website is at your own risk.

You agree to indemnify and hold harmless Wedemier Financial and its owners, affiliates, contractors, employees, and partners from any claims, damages, liabilities, costs, or expenses arising from your use of the website or violation of these Terms.

These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the State of Florida, without regard to conflict of law principles.

Any disputes arising from use of this website shall be resolved in the appropriate courts located in Florida.

Wedemier Financial reserves the right to modify these Terms & Conditions at any time without prior notice.

Updated versions will be posted on this page with a revised effective date.

For questions regarding these Terms & Conditions, please contact: