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Disclaimer

Important notices about our service, results, and liability.

Last Updated: April 8, 2026

The information provided by FinanceFollowup ("Company," "we," "us," or "our") on our website, platform, marketing materials, social media channels, and related communications is for general informational purposes only. Please read this disclaimer carefully before using the Service or making decisions based on information we provide.

1. No Guaranteed Results

FinanceFollowup provides tools and technology to help finance professionals manage their client relationships, marketing, and business operations. However, we make no guarantees regarding specific results, outcomes, revenue increases, client acquisition rates, or business growth.

Any examples of results, including case studies, testimonials, revenue figures, or growth metrics shared on our website, social media, advertisements, or marketing materials, are illustrative only. They represent the outcomes achieved by specific individuals under specific circumstances and should not be interpreted as typical results or guarantees of what you will achieve.

Individual results will vary. The results you achieve depend on many factors, including your industry, location, experience, effort, market conditions, the size and quality of your contact database, and how you implement the tools and strategies available through our platform.

2. Earnings Disclaimer

FinanceFollowup is not a "get rich quick" program or business opportunity. We are a software platform that provides CRM and marketing automation tools. Any income or revenue claims made in connection with the use of our platform are not guarantees of future earnings.

We may, from time to time, share revenue figures, growth metrics, or success stories from our subscribers in our marketing materials and social media content. These figures are presented as examples of what is possible, not as promises or guarantees. They reflect the results of individuals who have invested significant time, effort, and resources into their businesses.

You should not rely on any income or revenue projections, examples, or claims as a guarantee that you will earn the same or similar amounts. Your use of our platform does not create an employment, partnership, or joint venture relationship between you and FinanceFollowup.

3. Not Financial, Legal, or Professional Advice

The content on our website and within our platform is not intended to serve as financial, legal, tax, insurance, or professional advice. FinanceFollowup is a technology company, not a financial advisory firm, law firm, or accounting practice.

  • We do not provide financial advice. Any content related to business growth, pricing strategies, or revenue optimization is general in nature and should not be relied upon as financial guidance.
  • We do not provide legal advice. While we offer information about compliance topics such as TCPA and CAN-SPAM, this information is for educational purposes only. You should consult a qualified attorney for legal guidance specific to your situation.
  • We do not provide tax advice. You should consult a qualified tax professional regarding any tax implications related to your business.
  • We do not provide insurance advice. FinanceFollowup is a CRM platform, not an insurance company or brokerage. We do not recommend, sell, or endorse any specific insurance products or policies.

4. Third-Party Content and Links

Our website and platform may contain links to third-party websites, services, or content that are not owned or controlled by FinanceFollowup. We do not endorse, guarantee, or assume responsibility for the accuracy, relevance, or quality of any third-party content.

Accessing third-party websites or services through links on our site is done at your own risk. We encourage you to review the terms and privacy policies of any third-party site before engaging with it.

5. Testimonials and Reviews

Testimonials and reviews displayed on our website, social media, and marketing materials reflect the real experiences and opinions of individual users. However, these experiences are personal and subjective. They do not represent a guarantee that you will have the same experience or achieve the same results.

In some cases, testimonials may have been provided in exchange for a free trial, discount, or other consideration. Where applicable, such relationships are disclosed in accordance with FTC guidelines.

6. Social Media and Advertising Disclaimer

FinanceFollowup advertises on multiple platforms, including Facebook, Instagram, TikTok, LinkedIn, X (Twitter), YouTube, and Google. Our advertisements are subject to the advertising policies of each respective platform.

Any claims, examples, or results shared in our advertisements are subject to the same disclaimers outlined in this document. We are not affiliated with, endorsed by, or sponsored by any of these social media platforms.

We may use retargeting and remarketing technologies to serve advertisements to individuals who have previously visited our website or interacted with our content. For more information about these technologies, please review our Cookie Policy.

7. Accuracy of Information

We make reasonable efforts to ensure that the information on our website and within our platform is accurate and up to date. However, we do not warrant or guarantee that all information is free from errors, omissions, or inaccuracies. Information may become outdated due to changes in laws, regulations, market conditions, or industry practices.

We reserve the right to modify, correct, or remove any content on our website at any time without prior notice.

8. Limitation of Liability

To the fullest extent permitted by law, FinanceFollowup shall not be liable for any damages arising from your reliance on information provided on our website, in our marketing materials, or through our platform. This includes, but is not limited to, direct, indirect, incidental, consequential, and punitive damages.

Your use of our website and platform is at your sole risk. The Service is provided on an "as is" and "as available" basis without warranties of any kind, either express or implied.

9. FTC Compliance

FinanceFollowup is committed to compliance with the Federal Trade Commission (FTC) guidelines on advertising and endorsements. We believe in honest, transparent marketing and require our affiliates, partners, and subscribers to adhere to the same standards when promoting our platform.

If you participate in our affiliate or referral program, you are required to disclose your relationship with FinanceFollowup in accordance with FTC guidelines. You must not make false, misleading, or unsubstantiated claims about our platform or the results it can produce.

10. Contact Us

If you have questions about this Disclaimer, please contact us:

FinanceFollowup
Email: legal@financefollowup.com
Website: financefollowup.com

FinanceFollowup

The only CRM engineered to capture, nurture, and close high-value financial clients, automatically. Built for insurance agents, mortgage brokers, and financial advisors.

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