Terms and Conditions of Service

Company Information

Vitality Wealth Advisors LLC
26026 Haggard Nest Dr, Katy, TX 77494
Licensed in Life and Health Insurance, Series 65 Investment Advisor Representative

Services Provided

Vitality Wealth Advisors LLC offers the following services:

  • Health Insurance
  • Supplemental Insurance
  • Retirement Planning
  • Investment Management

Most services are provided on a month-to-month basis.

Payment Terms

  • All payments must be made in full before services are rendered.
  • Invoices for services will be issued via our payment processor.
  • A non-refundable monthly maintenance fee of $35 per employee applies for each employee under a corporate client’s plan.
  • No refunds will be provided for deposits or monthly fees due to the extensive work involved in plan setup, including legal paperwork, quoting, and setup meetings.

Non-Refundable Fees

  • All deposits and fees, including the monthly maintenance fee, are non-refundable.
  • This no-refund policy is enforced regardless of the termination of service by the client or by Vitality Wealth Advisors LLC.
  • We are committed to honoring the service agreement made with the client and will continue to provide services as outlined. Clients may terminate the agreement at any time, but they will remain bound by this no-refund policy.

Client Responsibilities

  • Clients are required to provide full and accurate information to allow us to offer accurate proposals and services.
  • Vitality Wealth Advisors LLC is not responsible for any consequences resulting from inaccurate information provided by the client.
  • If we believe the client is involved in illegal activities or is asking us to perform illegal activities, we reserve the right to terminate the relationship immediately and without a refund.

Disclaimers and Liability

  • Vitality Wealth Advisors LLC will not be held liable for any damages, losses, or issues arising from client actions or inaccurate information provided by the client.

Dispute Resolution

  • Any disputes arising from these terms and conditions will be resolved through mediation in the Texas court system.

Data Retention

  • Client data will be collected and held for the duration of our agreement.
  • If the client terminates the agreement, Vitality Wealth Advisors LLC will retain the client’s data for three years, as required by federal law.

Termination

  • Either party may terminate the service agreement at any time. However, fees already paid are non-refundable, and the client will remain liable for any outstanding payments for services rendered up until the termination date.