Brian Farrell

Trifecta Financial and Insurance Solutions DBA Brian Farrell SMS Terms

By accessing or using the services of Trifecta Financial and Insurance Solutions DBA Brian Farrell, including submitting forms or opting in to SMS communications, you agree to these Terms of Service.

1. Services

Trifecta Financial and Insurance Solutions DBA Brian Farrell provides insurance-related services including term life insurance, indexed universal life insurance (IUL), whole life insurance, final expense insurance, appointment scheduling, policy updates, and customer support communications. We reserve the right to modify or discontinue services at any time.

2. Program Description

By opting in to receive SMS communications from Trifecta Financial and Insurance Solutions DBA Brian Farrell, you agree to receive text messages related to:

• Insurance quote follow-ups
• Appointment confirmations and reminders
• Policy updates
• Application status notifications
• Service communications
• Optional promotional offers related to insurance products

Message frequency varies.

3. Opt-In Consent

You may opt in to receive SMS messages by submitting your phone number through our website forms, scheduling tools, quote request pages, or other communication channels where SMS consent is requested. Consent is not a condition of purchase. You must be over 18 years old to use our services or opt in to receive SMS communications.

4. Cancellations & Opt-Out

You can cancel the SMS service at any time. Just text "STOP" to the phone number from which you receive messages. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.

5. Help & Support

If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can get help directly at:

Email: [email protected]
Phone: +1 813-528-1698

6. Carrier Liability

Carriers are not liable for delayed or undelivered messages.

7. Message Frequency & Cost

As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive variable message frequency depending on your interaction with our services. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

8. Age Restriction

You must be at least 18 years of age to use our services or opt in to SMS communications. By using our services, you represent and warrant that you are 18 years of age or older.

9. User Responsibilities

You agree to provide accurate and current information and to use our services only for lawful purposes.

10. Privacy

Your information will be handled in accordance with our Privacy Policy.
If you have any questions regarding privacy, please read our privacy policy here:
👉 Privacy Policy

11. Limitation of Liability

Trifecta Financial and Insurance Solutions DBA Brian Farrell is not liable for any indirect, incidental, or consequential damages arising from your use of our services or communications.

12. Changes to SMS Terms

We may update these Terms of Service at any time. Any changes will be posted on this page with an updated effective date. Continued use of our services constitutes acceptance of any changes.

13. Governing Law

These Terms are governed by applicable laws where Trifecta Financial and Insurance Solutions operates.

14. Contact Information

Trifecta Financial and Insurance Solutions DBA Brian Farrell

Email: [email protected]
Phone: +1 813-528-1698