TERMS & CONDITIONS

Terms of Service Review

By accessing and using this website and opting into our SMS communications, you agree to comply with and be bound by these Terms of Service (“Terms”). These Terms govern your use of the services, communications, and website operated by EPIC Insurance Services, LLC, DBA EPIC Financial Strategies (“EPIC,” “we,” “us,” or “our”).


Description of SMS Use Cases

By providing your mobile phone number and opting in through our website forms, applications, event registrations, written agreements, or keyword-based opt-ins, you agree to receive SMS messages related to our services, including but not limited to:

Appointment confirmations and reminders

Service updates and informational notifications

Customer support responses

Important account, consultation, or service-related information

Message frequency may vary based on user interaction and service needs. Message and data rates may apply.


Opt-Out Instructions

You can cancel the SMS service at any time. Just text "STOP" to the (732) 392-7358. 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. 

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 info@epicwealthbundle.com.


Customer Support Contact

If you need assistance or have questions regarding our services or SMS communications, please contact us:

Email: info@epicwealthbundle.com


Message & Data Rate Disclosure

As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive 2-3 messages leading up to your scheduled appointment. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

EPIC Insurance Services, LLC, DBA EPIC Financial Strategies, is not responsible for any charges incurred by your mobile carrier as a result of receiving SMS messages.

For questions regarding your text or data plan, please contact your wireless service provider.


Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

Delivery of SMS messages is subject to effective transmission from your mobile service provider and network availability.


Age Restriction (18+)

You must be at least 18 years of age to use this website and to opt in to receive SMS communications.

By using our services and opting into SMS messaging, you confirm that you meet this age requirement.


Link to Privacy Policy

Your use of our services is also governed by our Privacy Policy.

Please review our Privacy Policy to understand how we collect, use, and protect your personal information:

EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.