Terms of Use

Last updated: 2026

Acceptance of Terms

By accessing this website, you agree to these Terms of Use. If you do not agree, do not use the site.

Educational Content Only

All content on this website is for general educational and informational purposes only. It is not investment, tax, legal, or accounting advice and should not be relied upon as such. Consult a qualified professional regarding your specific situation before making any financial decision.

No Offer or Solicitation

Nothing on this site constitutes an offer to sell or a solicitation of an offer to buy any insurance product, security, or service in any jurisdiction where such offer or solicitation is not authorized. Insurance and annuity products may be offered only by properly licensed individuals in states where they are licensed.

Case Studies & Illustrations

Case studies and projected values shown on this site are hypothetical and for illustrative purposes only. They are not promises or guarantees of future performance. Actual results will vary based on index performance, policy charges, carrier crediting rates, and other factors.

Third-Party Links

We may link to third-party websites (such as Calendly) for convenience. We are not responsible for the content, accuracy, or privacy practices of those sites.

Limitation of Liability

To the fullest extent permitted by law, JCC Legacy and its affiliates are not liable for any direct, indirect, incidental, or consequential damages arising from your use of this website or reliance on its content.

Changes

We may update these Terms at any time. Continued use of the site constitutes acceptance of the updated Terms.