Terms of Service

These Roth Blueprint Terms and Conditions of Use (these “Terms and Conditions”) govern the use of the Site, Services, and any materials, content, and software provided in connection therewith (collectively, “Site Material(s)”). These Terms and Conditions are inclusive of the Roth Blueprint Privacy Policy, and any and all other applicable operating rules, policies, schedules, and other supplemental terms and conditions or documents that may be published from time to time, which are expressly incorporated herein by reference. Any capitalized terms used in these Terms and Conditions but not otherwise defined will have the meanings ascribed to them in Section 2 below.

1. Acceptance of Agreement

1.1. By subscribing to the Services, accessing, browsing, and/or using this Site, User acknowledges to have read, understood, and agreed to comply with and be bound by these Terms and Conditions. If the User accepting these Terms and Conditions is accepting on behalf of a Client, such User represents that it has the authority to bind such Client to these Terms and Conditions. If User does not have such authority, or does not agree with these Terms and Conditions, User must not accept these Terms and Conditions and may not use the Services.

1.2. These Terms and Conditions shall prevail over and apply to the exclusion of any terms and conditions contained in correspondence or elsewhere, or implied by trade custom, practice, or course of dealing. Unless there is a separate executed written agreement for the purchase of Services between Registered User and Roth Blueprint in effect at the time of Registered User’s enrollment in Services, all Services shall be governed only by these Terms and Conditions.

1.3. Roth Blueprint reserves the right, with or without notice, to make changes to these Terms and Conditions at its sole discretion. User’s continued use of the Site Materials constitutes User’s acceptance of such changes to these Terms and Conditions. Any modifications will be effective immediately upon posting the updated terms and conditions on the Site.

2. Definitions

“Roth Blueprint” means Roth Blueprint, LLC, a Delaware limited liability company, with its registered office at 651 North Broad Street, Suite 201, Middletown, Delaware 19709.

“Registered User” means those Users who are either Clients or End Users. “Clients” are those who have purchased a Service. “End Users” are authorized employees, contractors, consultants, and temporary workers of a Client and who are performing services for such Client’s internal purposes.

“Service(s)” means all products and services owned and operated by Roth Blueprint, including the content, features, tools, data, software, computer code, and/or functions made available by Roth Blueprint through the Site, the mobile applications, and other websites or applications Roth Blueprint operates. As of the Effective Date of these Terms and Conditions, Roth Blueprint Services include, but are not limited to, the following key features: Digitalizing and Modernizing Registered User’s Book of Business; Client AnnuityScore Reports; Tracking and Updating Contracts; and Zero-Loss Transfer; and Roth Blueprint itself™ Technology.

“User” means an individual visiting this Site who visits with or without transacting business and/or registering for a Service.

“User Data” means electronic data and information submitted by or for Users to the Site and/or Services.

“Site” means www.rothblueprint.com.

3. Registration; Termination

3.1. In connection with obtaining access to the Services, Roth Blueprint may collect the following information applicable to the Registered User: (i) the name of the Registered User; (ii) the name of the Client; (iii) the Registered User’s primary contact’s e-mail address; (iv) Registered User’s primary contact’s telephone number; (v) Registered User’s market interest; and/or (v) any other information requested on the applicable form (collectively, “Registration Data”).

3.2. Registered User agrees to provide true, accurate, current and complete Registration Data. If Registered User provides any Registration Data that is untrue, inaccurate, not current or incomplete (or if the Registration Data becomes untrue, inaccurate, not current or incomplete), or Roth Blueprint has reasonable grounds to suspect that such Registration Data is untrue, inaccurate, not current or incomplete, Roth Blueprint has the right to suspend or terminate Registered User account and refuse any and all current or future use of the Services (or any portion thereof).

3.3. Roth Blueprint may modify and/or terminate any Service and/or Registered User’s access to Service at any time, without notice, in its sole discretion. A termination may be for conduct that Roth Blueprint believes violates these Terms and Conditions and/or is harmful to other Users of the Site, to Roth Blueprint, or to other information providers.

4. Role of Roth Blueprint; Limitations

4.1. Roth Blueprint will (i) make the Site Materials available pursuant to these Terms and Conditions; (ii) provide reasonable support for Site Materials; (iii) use commercially reasonable efforts to make the Site Materials available 24/7, except for any planned downtime and any unavailability caused by circumstances beyond Roth Blueprint’s reasonable control; and (iv) provide the Site Materials in accordance with the applicable laws and government regulations, and subject to User’s use of the Site Materials in accordance with these Terms and Conditions.

4.2. Roth Blueprint will use commercially reasonable efforts to maintain safeguards for protection of the security, confidentiality, and integrity of User Data in accordance with the Privacy Policy.

5. Services

5.1. Unless otherwise provided, Services are purchased as subscriptions on a monthly basis. Registered User agrees that its purchase of Services is not contingent on the delivery of any future functionality or features, or dependent on any oral or written public comments made by Roth Blueprint regarding future functionality or features.

5.2. Roth Blueprint grants Registered User a limited, non-exclusive, non-transferable license, without right of sublicense, to access and use and Services subject to these Terms and Conditions. All rights not expressly granted hereunder are reserved to Roth Blueprint. Roth Blueprint may terminate this license at any time, for any reason.

5.3. Any analysis and estimates Roth Blueprint provides as part of Services are for illustrative and informational purposes only. The analysis and estimates are based on certain assumptions and use only the data Roth Blueprint has. The Roth Blueprint analysis and estimates are neither endorsed by, nor commissioned by, any of Roth Blueprint partners. The methodology Roth Blueprint uses to determine which analysis or other information is presented or highlighted is proprietary and Roth Blueprint may elect to consider, ignore, emphasize, or de-emphasize certain factors in its sole and absolute discretion.

5.4. With respect to offers, Roth Blueprint does not guarantee that any offer will be presented for any particular product or service or that clients of Registered User will meet the approval criteria for any particular offer.

5.5. All information on Services is for educational purposes only. Roth Blueprint does not guarantee that the information presented as part of Services is the same information that may be used or reviewed by a third party to assess eligibility for any particular product or service.

5.6. Roth Blueprint is not financial or legal advisor as defined under federal or state law. Use of Services is not a replacement for personal, professional advice, or assistance.

5.7. Roth Blueprint controls and operates Services from the United States (“U.S.”). Roth Blueprint makes no representation or warranty that the information, products, or services provided through Services, is appropriate for access or use in other jurisdictions. Roth Blueprint reserves the right to limit the availability of Services to any person, geographic area, or jurisdiction, at any time and in its sole discretion.

6. Role of User

6.1. User will (i) be responsible for its compliance with these Terms and Conditions; (ii) be responsible for the accuracy, quality, and legality of User Data, the means by which it acquired User Data, and, if applicable, the use of User Data with the Services; (ii) use all reasonable efforts to prevent unauthorized access to or use of Services, and notify Roth Blueprint immediately of any unauthorized access or use, (iii) use Site Materials only in accordance with these Terms and Conditions and applicable laws and government regulations. User understands and agrees that any use of the Site Materials in breach of the foregoing by User which Roth Blueprint believes threatens the security, integrity, or availability of Roth Blueprint and/or the Site Materials, may result in immediate suspension of the Services and access to the Site Materials.

6.2. As applicable, User represents and warrants to Roth Blueprint that: (i) these Terms and Conditions constitute the legal, valid and binding obligation, which is fully enforceable against User in accordance with its terms; (ii) it understands and agrees it has independently evaluated the desirability of utilizing the Site Materials and that it has not relied on any representation and/or warranty other than those set forth in these Terms and Conditions; and/or (iii) the execution, delivery and performance of these Terms and conditions by User will not conflict with or violate any applicable law, rule, or regulation.

7. Use Restrictions

7.1. Except as specifically provided in these Terms and Conditions, User shall not:

• 7.1.1. Sell, resell, license, sublicense, distribute, rent or lease Site Material, or interfere with or disrupt the integrity or performance of any service or third-party data contained therein;
• 7.1.2. Attempt to gain unauthorized access to the Site Material, permit direct or indirect access to or use the Site Material in a way that circumvents a usage limit, or use the Site and any Services to access, copy, or use any of Roth Blueprint intellectual property except as permitted under these Terms and Conditions;
• 7.1.3. Reverse engineer, decompile, decode, decrypt, disassemble, or in any way derive source code from the Services or the technology used to operate our Services;
• 7.1.4. Modify, copy, translate, adapt, alter, or create derivative works of the Site Materials or any part, feature, function, or user interface thereof;
• 7.1.5. Remove or obscure the copyright notices or other notices contained in Site Materials.
• 7.1.6. Use Services in any manner that infringes the rights of any third-party;
• 7.1.7. Harvest, collect, gather, or assemble information or data regarding other registered users; and
• 7.1.8. Except to the extent permitted by applicable law, build a competitive product or service, build a product or service using similar ideas, features, functions or graphics of the Site and Services, copy any ideas, features, functions or graphics of the Site and Services, or determine whether the Services are within the scope of any patent.

8. Intellectual Property Rights

8.1. All right, title, and interest (including all copyrights, trademarks, and other intellectual property rights) in and to the Service Materials or any part, feature, function, or user interface thereof belongs to Roth Blueprint or its third-party supplier. Nothing in these Terms and Conditions or the Services grants User, by implication, estoppel, or otherwise, any license or right to use our Site Materials except as expressly stated herein.

8.2. Without the express prior written consent of Roth Blueprint, User has no right to use Roth Blueprint trademarks, tradenames, corporate slogans, corporate logos or corporate designations in the sale, lease or advertising of any service or any other product or product containers, component parts, business forms, sales, advertising or promotional materials, or other business supplies or materials, whether in writing, orally or otherwise. Other product and company names mentioned on this Site may be trademarks of their respective owners.

8.3. Roth Blueprint reserves the right, and User authorizes Roth Blueprint, to use and assign all information regarding Site Materials, including User Data, used by User and all information provided by User in any manner consistent with the Privacy Policy.

9. Unauthorized Users

Only Registered Users are permitted to access or use the Services. If any user obtains access to and use of the Services without authorization from Roth Blueprint (“Unauthorized User”), such Unauthorized User’s access and use will be governed by these Terms and Conditions, and Unauthorized User’s will be liable to Roth Blueprint for any breach thereof. Furthermore, Unauthorized User will be responsible for payment to Roth Blueprint with respect to such unauthorized use at the rates in the applicable price schedule and for any and all related fees.

10. Information; Confidential Information

10.1. Other than personally identifiable information, which is governed by the Privacy Policy, any information, material, or communications sent to Roth Blueprint through the Site and Services will be treated as non-confidential (“Information”). For any Information, User hereby agrees that Roth Blueprint is free to use any ideas, concepts, suggestions, know-how, techniques, and other information provided for any purpose without compensation. For any such non-confidential Information provided, and under any patent or copyright granted therefrom, User and/or Registered User hereby grants and agrees to grant Roth Blueprint an unrestricted, life-time, world-wide, royalty-free, right and license, with right to sublicense, to (i) make, have made, use, sell, offer for sale, import, and otherwise dispose of any product, and (ii) use, disclose, reproduce, distribute, and make derivative works of the non-confidential Information.

10.2. “Confidential Information” means all information disclosed by a party (“Disclosing Party”) to the other party (“Receiving Party”), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, but is not limited to, Site Materials and the terms and conditions in any purchase (including pricing). Confidential Information does not include any information that (i) is or becomes generally known to the public without breach of any obligation owed to the Disclosing Party, (ii) was known to the Receiving Party prior to its disclosure by the Disclosing Party without breach of any obligation owed to the Disclosing Party, (iii) is received from a third-party without knowledge of any breach of any obligation owed to the Disclosing Party, or (iv) was independently developed by the Receiving Party. All Confidential Information must be held in confidence by the recipient using at least the degree of care the recipient uses for its own confidential information, but no less than reasonable care. Except as required by law, the Receiving Party may not disclose such materials or Confidential Information except to its own employees, contractors, or agents who require use of the materials in the performance of their duties and who are bound by a duty of confidentiality under terms no less restrictive than contained herein concerning the use of Confidential Information. Nothing contained in these Terms and Conditions limits a party from filing a truthful complaint or the party’s ability to communicate directly to, or otherwise participate in, either: (i) any investigation or proceeding with a U.S. government agency alleging a securities law violation, waste, fraud or abuse; or (ii) an investigation or proceeding that is protected under a whistleblower provision of a U.S. federal law or regulation.

11. Privacy

11. Privacy . All material submitted by Users through or in association with the Services, including, without limitation, the Registration Data, shall be subject to the Roth Blueprint Privacy Policy, available on our Privacy Policy page.

12. Indemnification

User agrees to indemnify, defend and hold Roth Blueprint and its subsidiaries, affiliates, licensors, service providers, employees, agents, officers, directors, and contractors (“Indemnified Parties”), harmless from and against any and all claims, losses, expenses, demands, or liabilities, including attorneys’ fees and costs, incurred by Indemnified Parties in connection with any claim by a third party arising out of or in any way related to: (i) User’s use of the Site Materials; (ii) User’s violation or alleged violation of these Terms and Conditions or User’s violation or alleged violation of any applicable law; (iii) User’s infringement or alleged infringement of any intellectual property or other right of any other person or entity; or (iv) any dispute between User and a third party, including any provider of third-party content. User must not settle any such claim or matter without the prior written consent of Roth Blueprint. The Indemnified Parties reserve the right, at their own expense, to assume the exclusive defense and control of any matter subject to indemnification by User, and User further agrees that User will cooperate fully in the defense of any such claims.

13. Disclaimer

13.1. THE SITE AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME ARE PROVIDED TO USER ON AN “AS IS” AND “AS AVAILABLE” BASIS AND ALL WARRANTIES, EXPRESS AND IMPLIED, ARE DISCLAIMED TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW (INCLUDING, BUT NOT LIMITED TO, THE DISCLAIMER OF ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT OF INTELLECTUAL PROPERTY AND/OR FITNESS FOR A PARTICULAR PURPOSE). Roth Blueprint MAKES NO WARRANTY THAT THE SITE MATERIALS AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME: (I) WILL MEET ANY USER’S/COMPANY’S REQUIREMENTS; (II) WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE OR THAT DEFECTS WILL BE CORRECTED; (III) WILL BE FREE OF HARMFUL COMPONENTS; AND/OR (IV) WILL BE ACCURATE OR RELIABLE. THE SITE AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME MAY CONTAIN BUGS, ERRORS, PROBLEMS OR OTHER LIMITATIONS. Roth Blueprint WILL NOT BE LIABLE FOR THE AVAILABILITY OF THE UNDERLYING INTERNET CONNECTION ASSOCIATED WITH THE SITE. NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY ANY USER FROM Roth Blueprint OR OTHERWISE THROUGH OR FROM THE SITE MATERIALS SHALL CREATE ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS AND CONDITIONS.

13.2. Roth Blueprint DOES NOT INTEND TO PROVIDE ANY INVESTMENT ADVICE OR INFORMATION RELATING TO ITSELF OR ANY COMPANY IDENTIFIED ON THE SITE. Nevertheless, the Site may, from time to time, contain information on the current or prospective financial condition of this and/or certain other companies. Roth Blueprint cautions that there are various important factors that could cause actual results to differ materially from those indicated in the information you may encounter on the Site. Accordingly, there can be no assurance that such indicated results will be realized. These factors include, among other things, legislative and regulatory initiatives regarding regulation of American companies doing business abroad; political and economic conditions and developments in the US and in foreign countries in which the companies discussed on the site operate; financial market conditions and the results of financing efforts; and changes in commodity prices and interest rates.

14. Limitation of Liability

USER EXPRESSLY UNDERSTANDS AND AGREES THAT Roth Blueprint SHALL NOT BE LIABLE TO USER, CLIENT, OR ANY THIRD-PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL AND/OR EXEMPLARY DAMAGES INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, GOODWILL, USE, DATA, LOSS OF REPUTATION, OR OTHER INTANGIBLE LOSSES (EVEN IF Roth Blueprint HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), TO THE FULLEST EXTENT PERMISSIBLE BY LAW, FOR: (I) THE USE OR INABILITY TO USE THE SITE AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME; (II) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION, CONTENT AND/OR ANY OTHER PRODUCTS PURCHASED OR OBTAINED FROM OR THROUGH THE SITE OR SERVICES; (III) ANY DISPUTE BETWEEN ANY USERS, CLIENTS, AND/OR THIRD-PARTIES; (IV) THE UNAUTHORIZED ACCESS TO, OR ALTERATION OF, ANY USER’S AND/OR CLIENT’S REGISTRATION DATA; AND/OR (E) ANY OTHER MATTER RELATING TO THE SITE AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME. THIS LIMITATION APPLIES TO ALL CAUSES OF ACTION, IN THE AGGREGATE INCLUDING, BUT NOT LIMITED TO, BREACH OF CONTRACT, BREACH OF WARRANTY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION AND ANY AND ALL OTHER TORTS. USER HEREBY RELEASES Roth Blueprint FROM ANY AND ALL OBLIGATIONS, LIABILITIES, AND CLAIMS IN EXCESS OF THE LIMITATIONS STATED HEREIN. IF APPLICABLE LAW DOES NOT PERMIT SUCH LIMITATIONS, THE MAXIMUM LIABILITY OF Roth Blueprint TO ANY USER AND/OR CLIENT UNDER ANY AND ALL CIRCUMSTANCES WILL BE ONE HUNDRED DOLLARS ($100.00). NO ACTION, REGARDLESS OF FORM, ARISING OUT OF THE SITE AND/OR ANY OTHER PRODUCTS AND/OR SERVICES OFFERED BY AND/OR THROUGH SAME, MAY BE BROUGHT BY ANY USER MORE THAN ONE (1) YEAR FOLLOWING THE EVENT WHICH GAVE RISE TO THE CAUSE OF ACTION. THE NEGATION OF DAMAGES SET FORTH ABOVE IS A FUNDAMENTAL ELEMENT OF THE BASIS OF THE BARGAIN BETWEEN USER AND Roth Blueprint. ACCESS TO THE SITE AND SERVICES WOULD NOT BE PROVIDED TO ANY USER WITHOUT SUCH LIMITATIONS. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS ON LIABILITY AND IN SUCH JURISDICTIONS THE LIABILITY OF Roth Blueprint SHALL BE LIMITED TO THE MAXIMUM EXTENT PERMITTED BY LAW.

15. Payment and Fees

15.1. Registered User will pay all fees specified in the enrollment portal. Except as otherwise specified herein or agreed to in writing by Roth Blueprint, (i) fees are based on Services purchased and not actual usage and (ii) payment obligations are non-cancelable, and fees paid are non-refundable. Roth Blueprint reserves the right in its sole discretion to changes prices at any time.

15.2. Registered User will provide valid and updated credit card information. If Registered User provides credit card information to Roth Blueprint, Registered User authorizes Roth Blueprint to charge such credit card for all Purchased Services listed in the Order Form for the initial subscription term and any renewal subscription terms. Registered User is responsible for providing complete and accurate billing and contact information to Roth Blueprint and notifying Roth Blueprint of any changes to such information.

15.3. Fees do not include any taxes, levies, duties or similar governmental assessments of any nature, including, for example, value-added, sales, use or withholding taxes, assessable by any jurisdiction whatsoever (collectively, “Taxes”). Registered User is responsible for paying all Taxes associated with its purchases hereunder. For clarity, Roth Blueprint is solely responsible for taxes assessable against it based on its income, property, and employees.

16. Third-Party Websites

16.1. Site Materials may contain links to other websites on the Internet that are owned and operated by third parties. Roth Blueprint does not control the information, products, or services made available on or through these third-party websites. The inclusion of any link does not imply endorsement by Roth Blueprint of the applicable website or any association with the website’s operators. Roth Blueprint is not responsible or liable for the availability or the operation of such external websites, for any material located on or available from or through any such websites or for the protection of any data privacy by third parties. User further agrees that Roth Blueprint shall not be responsible or liable, directly or indirectly, for any loss or damage caused by the use of or reliance on any such material available on or through any such website.

16.2. If a third-party links to the Site, it is not necessarily an indication of an endorsement, authorization, sponsorship, affiliation, joint venture or partnership by or with Roth Blueprint. A website that links to the Site: (i) may link to, but not replicate, Roth Blueprint’s Service materials; (ii) may not create a browser, border environment or frame Roth Blueprint’s Service materials; (iii) may not imply that Roth Blueprint is endorsing it or its products; (iv) may not misrepresent its relationship with Roth Blueprint; (v) may not present false or misleading information about Roth Blueprint’s products or services; and (vi) should not include content that could be construed as distasteful, offensive, or controversial.

17. Miscellaneous

17.1. Entire Agreement. Entire Agreement. These Terms and Conditions constitute the entire and final agreement between Roth Blueprint and User with regard to the subject matter herein and supersedes all other communications.

17.2. Governing Law. Governing Law. These Terms and Conditions shall be governed by the laws of the State of Arizona, USA (except for its conflict of laws provisions). However, nothing herein shall limit Roth Blueprint’s ability to assert its intellectual property rights in any court of competent jurisdiction or any government agency, including: the right to seek injunctive relief; or file, defend, oppose, or challenge patents, copyrights, or trademarks; or enforcing an award in any court of law; or forgo mediation and directly seek relief via judicial or government agency proceedings.

17.3. Third Party Rights Excluded. Third Party Rights Excluded. These Terms and Conditions are made solely for the exclusive benefit of User and Roth Blueprint and all third-party rights of enforcement are hereby excluded to the fullest extent possible.

17.4. Waiver. Waiver. Failure by Roth Blueprint to exercise or enforce any rights hereunder shall not be deemed to be a waiver of any such right nor operate so as to bar the exercise or enforcement thereof at any time or times thereafter.

17.5. Notices. Notices. Any notice hereunder shall be deemed to have been duly given when sent by certified mail or nationally recognized pre-paid delivery service to the party concerned at its last known address.

17.6. Amendments. Amendments. No modifications to these Terms and Conditions shall be binding unless expressly agreed to in writing by Roth Blueprint.

17.7. Severability. Severability. If any provision of these Terms and Conditions is held invalid, all other provisions shall remain valid.

17.8. Assignment. Assignment. Roth Blueprint may assign the Site Materials and these Terms and Conditions to any party at any time without notice. The rights and obligations of User hereunder may not be assigned, by operation of law or otherwise, without the prior written consent of Roth Blueprint, any such unauthorized assignment shall be null and void.

17.9. No Agency. No Agency. Nothing in these Terms and Conditions shall be construed as creating an agency relationship, legal partnership, joint venture, or formal business organization of any kind between the parties.

17.10. Trade Restrictions. Trade Restrictions. User agrees that User is not prohibited from receiving the Services under the laws of the U.S. or other applicable jurisdiction. For example, User is not on the U.S. Treasury Department’s list of Specially Designated Nationals or any other similar prohibition.

17.11. Electronic Signatures. Electronic Signatures. Registered User acknowledges and agrees that by clicking on the submit button, or taking such other action as may be designated by Roth Blueprint as a means of accepting all or a portion of these Terms and Conditions, Registered User is submitting a legally binding electronic signature and entering into a legally binding contract. Further, Registered User hereby waives any right or requirement under any statutes, regulations, rules, ordinances or other law in any jurisdiction which require(s): (i) an original signature; (ii) delivery or retention of non-electronic records; and/or (iii) payments, or the granting of credits, by other than electronic means.

Effective Date: August 18, 2023

18. Text Message Program

18.1. Program. Roth Blueprint Text Alerts is operated by Roth Blueprint, LLC. If you provide a mobile number and opt in, you agree to receive recurring text messages from Roth Blueprint, LLC about appointment reminders and scheduling updates for a Blueprint review. Informational or marketing texts about Roth conversion education are sent only if you give a separate consent for that program.

18.2. Frequency and rates. Message frequency varies. Message and data rates may apply.

18.3. Opt out and help. Reply STOP to cancel. Reply HELP for help. For additional assistance, email [email protected].

18.4. Carriers. Wireless carriers are not liable for delayed or undelivered messages.

18.5. Consent is optional. Consent to receive text messages is not a condition of purchasing any product or service, and it is not required to use the Site. Participation is also subject to the Privacy Policy.

Privacy Policy

Our Privacy Policy is maintained as a separate document and is incorporated by reference into these Terms and Conditions. Please review the Privacy Policy for details on how we collect, use, and protect information. California residents may also visit our Do Not Sell or Share page.