Introduction
This document outlines the Terms and Services of Unified Wellness Advisors, LLC dba Corporate Wellness Returns, a licensed insurance agency that offers a supplemental benefits package designed to create tax savings and automations for our clients.
Licensing Information
We are a licensed insurance agency, fully compliant with state regulations.
Services Offered
Our benefits package provides various options aimed at maximizing tax savings and creating AI automations for our clients. We strive to deliver comprehensive solutions tailored to meet the diverse needs of our clientele.
Use of Artificial Intelligence
We utilize artificial intelligence (AI) to enhance our services, improve client interactions, and streamline the benefits and employer administration processes. While AI helps us provide better solutions, it is important to note that the insight generated by AI should not be considered financial advice. Clients are encouraged to consult with licensed financial professionals for any financial decisions.
Disclaimer
Please note that we are not financial advisors. Any financial decisions should be addressed with a licensed financial executive, counselor, or advisor or a certified public accountant. While our services provide tax advantages, they are intended to provide insurance solutions and should not be construed as financial advice.
Client Responsibilities
Clients are expected to understand the services provided and seek additional financial advice as needed. It is the client's responsibility to ensure that they are making informed decisions regarding their financial matters.
Limitation of Liability
Unified Wellness Advisors, LLC dba Corporate Wellness Returns, is not liable for any financial decisions made by clients based on the information provided. We recommend consulting with a qualified financial professional for any financial planning or investment decisions.
Governing Law
This agreement shall be governed by the laws of the state in which the agency is licensed.
Contact Information
For any questions or concerns, please contact us at:
• Email: [email protected]
