Terms & Conditions

The terms that govern your use of the MindShift Financial website and the educational content we provide. Please read them carefully.

Effective date: October 19, 2026 · Last updated: October 19, 2026

Acceptance of terms

By accessing or using the MindShift Financial website, you agree to these Terms & Conditions and our Privacy Policy. If you do not agree, please do not use the site.

Educational purposes only

Content on this website, in our videos, webinars, and strategy calls is provided for general educational purposes. It is not tax, legal, accounting, or investment advice, and it is not a recommendation to buy any specific product. Consult a qualified professional about your individual situation.

Insurance products

Insurance products are offered only through properly licensed agents in states where they are licensed. Policy guarantees are subject to the claims-paying ability of the issuing insurance company. Dividends are not guaranteed. Policy loans accrue interest and reduce the cash value and death benefit if not repaid. Surrendering a policy early may result in receiving less than the premiums paid.

No guarantee of results

Testimonials and examples reflect individual experiences and are not a guarantee of future results. Your outcome will depend on your circumstances, funding, policy design, and other factors.

Intellectual property

All content on this site, including text, graphics, logos, videos, and course materials, is owned by MindShift Financial or its licensors and is protected by copyright and trademark laws. You may not reproduce or distribute it without written permission.

Acceptable use

You agree not to misuse the site, attempt to gain unauthorized access, interfere with its operation, or submit false information through any form.

Limitation of liability

To the fullest extent permitted by law, MindShift Financial is not liable for any indirect, incidental, or consequential damages arising from your use of the site or reliance on its content.

Governing law

These terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles.

Changes to these terms

We may update these Terms & Conditions at any time. Continued use of the site after changes are posted constitutes acceptance of the updated terms.

Contact us

Questions about these terms? Email [email protected] or call 469-772-6368.

Questions about this policy?Email [email protected] or call 469-772-6368.