About Eric Couch

President & CEO Phone Ext. 181 eric@provisionbrokerage.com

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Terms and Conditions

Terms of Service for www.provisionbrokerage.com

Introduction

Welcome to www.provisionbrokerage.com. This website is owned and operated by www.provisionbrokerage.com. By visiting our website and accessing the information, resources, services, products, and tools we provide, you understand and agree to accept and adhere to the following terms and conditions as stated in this policy (hereafter referred to as ‘User Agreement’), along with the terms and conditions as stated in our Privacy Policy (please refer to the Privacy Policy section below for more information).

This agreement is in effect as of Sunday, September 17, 2017.

We reserve the right to change this User Agreement from time to time without notice. You acknowledge and agree that it is your responsibility to review this User Agreement periodically to familiarize yourself with any modifications. Your continued use of this site after such modifications will constitute acknowledgment and agreement of the modified terms and conditions.

Responsible Use and Conduct

By visiting our website and accessing the information, resources, services, products, and tools we provide for you, either directly or indirectly (hereafter referred to as ‘Resources’), you agree to use these Resources only for the purposes intended as permitted by (a) the terms of this User Agreement, and (b) applicable laws, regulations and generally accepted online practices or guidelines.

Wherein, you understand that:

a. In order to access our Resources, you may be required to provide certain information about yourself (such as identification, contact details, etc.) as part of the registration process, or as part of your ability to use the Resources. You agree that any information you provide will always be accurate, correct, and up to date.

b. You are responsible for maintaining the confidentiality of any login information associated with any account you use to access our Resources. Accordingly, you are responsible for all activities that occur under your account/s.

c. Accessing (or attempting to access) any of our Resources by any means other than through the means we provide, is strictly prohibited. You specifically agree not to access (or attempt to access) any of our Resources through any automated, unethical or unconventional means.

d. Engaging in any activity that disrupts or interferes with our Resources, including the servers and/or networks to which our Resources are located or connected, is strictly prohibited.

e. Attempting to copy, duplicate, reproduce, sell, trade, or resell our Resources is strictly prohibited.

f. You are solely responsible any consequences, losses, or damages that we may directly or indirectly incur or suffer due to any unauthorized activities conducted by you, as explained above, and may incur criminal or civil liability.

g. We may provide various open communication tools on our website, such as blog comments, blog posts, public chat, forums, message boards, newsgroups, product ratings and reviews, various social media services, etc. You understand that generally we do not pre-screen or monitor the content posted by users of these various communication tools, which means that if you choose to use these tools to submit any type of content to our website, then it is your personal responsibility to use these tools in a responsible and ethical manner. By posting information or otherwise using any open communication tools as mentioned, you agree that you will not upload, post, share, or otherwise distribute any content that:

i. Is illegal, threatening, defamatory, abusive, harassing, degrading, intimidating, fraudulent, deceptive, invasive, racist, or contains any type of suggestive, inappropriate, or explicit language;
ii. Infringes on any trademark, patent, trade secret, copyright, or other proprietary right of any party;
Iii. Contains any type of unauthorized or unsolicited advertising;
Iiii. Impersonates any person or entity, including any www.provisionbrokerage.com employees or representatives.

We have the right at our sole discretion to remove any content that, we feel in our judgment does not comply with this User Agreement, along with any content that we feel is otherwise offensive, harmful, objectionable, inaccurate, or violates any 3rd party copyrights or trademarks. We are not responsible for any delay or failure in removing such content. If you post content that we choose to remove, you hereby consent to such removal, and consent to waive any claim against us.

h. We do not assume any liability for any content posted by you or any other 3rd party users of our website. However, any content posted by you using any open communication tools on our website, provided that it doesn’t violate or infringe on any 3rd party copyrights or trademarks, becomes the property of www.provisionbrokerage.com, and as such, gives us a perpetual, irrevocable, worldwide, royalty-free, exclusive license to reproduce, modify, adapt, translate, publish, publicly display and/or distribute as we see fit. This only refers and applies to content posted via open communication tools as described, and does not refer to information that is provided as part of the registration process, necessary in order to use our Resources. All information provided as part of our registration process is covered by our privacy policy.

i. You agree to indemnify and hold harmless www.provisionbrokerage.com and its parent company and affiliates, and their directors, officers, managers, employees, donors, agents, and licensors, from and against all losses, expenses, damages and costs, including reasonable attorneys’ fees, resulting from any violation of this User Agreement or the failure to fulfill any obligations relating to your account incurred by you or any other person using your account. We reserve the right to take over the exclusive defense of any claim for which we are entitled to indemnification under this User Agreement. In such event, you shall provide us with such cooperation as is reasonably requested by us.

Privacy

Your privacy is very important to us, which is why we’ve created a separate Privacy Policy in order to explain in detail how we collect, manage, process, secure, and store your private information. Our privacy policy is included under the scope of this User Agreement. To read our privacy policy in its entirety, click here.

Limitation of Warranties

By using our website, you understand and agree that all Resources we provide are “as is” and “as available”. This means that we do not represent or warrant to you that:
i) the use of our Resources will meet your needs or requirements.
ii) the use of our Resources will be uninterrupted, timely, secure or free from errors.
iii) the information obtained by using our Resources will be accurate or reliable, and
iv) any defects in the operation or functionality of any Resources we provide will be repaired or corrected.

Furthermore, you understand and agree that:

v) any content downloaded or otherwise obtained through the use of our Resources is done at your own discretion and risk, and that you are solely responsible for any damage to your computer or other devices for any loss of data that may result from the download of such content.
vi) no information or advice, whether expressed, implied, oral or written, obtained by you from www.provisionbrokerage.com or through any Resources we provide shall create any warranty, guarantee, or conditions of any kind, except for those expressly outlined in this User Agreement.

Limitation of Liability

In conjunction with the Limitation of Warranties as explained above, you expressly understand and agree that any claim against us shall be limited to the amount you paid, if any, for use of products and/or services. www.provisionbrokerage.com will not be liable for any direct, indirect, incidental, consequential or exemplary loss or damages which may be incurred by you as a result of using our Resources, or as a result of any changes, data loss or corruption, cancellation, loss of access, or downtime to the full extent that applicable limitation of liability laws apply.

Copyrights/Trademarks

All content and materials available on www.provisionbrokerage.com, including but not limited to text, graphics, website name, code, images and logos are the intellectual property of www.provisionbrokerage.com, and are protected by applicable copyright and trademark law. Any inappropriate use, including but not limited to the reproduction, distribution, display or transmission of any content on this site is strictly prohibited, unless specifically authorized by www.provisionbrokerage.com.

Termination of Use

You agree that we may, at our sole discretion, suspend or terminate your access to all or part of our website and Resources with or without notice and for any reason, including, without limitation, breach of this User Agreement. Any suspected illegal, fraudulent or abusive activity may be grounds for terminating your relationship and may be referred to appropriate law enforcement authorities. Upon suspension or termination, your right to use the Resources we provide will immediately cease, and we reserve the right to remove or delete any information that you may have on file with us, including any account or login information.

Governing Law

This website is controlled by www.provisionbrokerage.com. It can be accessed by most countries around the world. By accessing our website, you agree that the statutes and laws of our state, without regard to the conflict of laws and the United Nations Convention on the International Sales of Goods, will apply to all matters relating to the use of this website and the purchase of any products or services through this site.

Furthermore, any action to enforce this User Agreement shall be brought in the federal or state courts You hereby agree to personal jurisdiction by such courts, and waive any jurisdictional, venue, or inconvenient forum objections to such courts.

Guarantee

UNLESS OTHERWISE EXPRESSED, www.provisionbrokerage.com EXPRESSLY DISCLAIMS ALL WARRANTIES AND CONDITIONS OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTIES AND CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

Contact Information

If you have any questions or comments about these our Terms of Service as outlined above, you can contact us at:

info@provisionbrokerage.com or call 888-776-7590.

Privacy Policy

ProVision Brokerage
Statement of Privacy: Policies & Practices 

This Statement provides information about the privacy policies and practices of ProVision Brokerage, LLC (Also known as We/Us/Our). Because your privacy is very important to Us, We have adopted the following privacy policy regarding how the information you share with Us is used and maintained. We do not sell your information to third parties. We also maintain policies and procedures that are intended to ensure the responsible handling of your “nonpublic personal information.” The examples below of information we collect and the categories of parties with whom we share that information are intended to illustrate our information practices; they are not intended to be exhaustive. You do not need to take any action as a result of this notice, but you do have certain rights as described below.

Sources of Information

ProVision Brokerage, LLC may collect nonpublic personal information about consumers and customers from the following sources:

  • Information We receive from affiliates of ProVision Brokerage, LLC
  • Information We receive from an individual and his or her employer from reports summarizing his or her insurance applications, plan participation forms, and other related documents.
  • Information based on an individual’s history of transactions executed with the assistance of ProVision Brokerage, LLC, Our affiliates, or others.

As permitted by law, we may disclose some or all of the information described above among ProVision Brokerage, LLC affiliates, and with companies or individuals that perform services necessary to effectuate transitions that an individual or his or her employer has requested. With respect to current and former customers, We may also disclose some or all of the information described above to nonaffiliated third parties, which may include:

  • Companies or individuals that perform services for Us or on Our behalf, such as independent contractors or technical system consultants who program Our software.
  • Companies that perform marketing services on Our behalf or other financial institutions with which We have joint marketing agreements.
  • Other nonaffiliated third parties, as permitted by law.

The Information Collected May Include

  • Your name, address, telephone number, email address, date of birth, Social Security number, age, gender, marital status, assets, bank account number(s) and financial statistics.
  • Your relationship with Us, sum as products or services purchased, policy values, payment history and claims history.
  • Your employment history, sum as your occupation(s), your income and your employer(s) and years of service with employer(s).
  • Your creditworthiness and credit history.
  • Your criminal record (if any).
  • Your medical information, such as your health background and health status.
  • Your hobbies.
  • Your travel history and travel plans.

There is also information about your computer hardware and software that We automatically collect. This information can include: your IP address, browser type, domain names, access times and referring Web site addresses. This information is used by Us for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Our Web site. We encourage you to review the privacy statements of Web sites you choose to link to from ProVision Brokerage, LLC so that you can understand how those Web sites collect, use and share your information. We are not responsible for the privacy statements or other content on Web sites outside of the ProVision Brokerage, LLC and ProVision Brokerage, LLC family of Web sites.

Use of your Personal Information

ProVision Brokerage, LLC collects and uses your personal information to operate Our Web site and deliver the services you have requested. We also uses your personally identifiable information to inform you of other products or services available from Us and Our affiliates. We may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered. Our Web sites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Us or the site; (b) protect and defend Our rights or property; and, (c) act under exigent circumstances to protect the personal safety of users of ProVision Brokerage, LLC, or the public.

Changes to this Statement

ProVision Brokerage, LLC will occasionally update this Statement of Privacy to reflect company and customer feedback. We encourage you to periodically review this Statement to be informed of how We are protecting your information.

Contact Information

If you have questions regarding this Statement of Privacy or if you believe that ProVision Brokerage, LLC has not adhered to this Statement, please contact Us at info@provisionbrokerage.com or call 888-776-7590.

ProVision Brokerage_Logo

“Real Life” Client Appreciation Events

$$Million Dollar Meetings (8/30/12 training)

Annuity premium has averaged over $1,000,000 from holding just one of these Million Dollar Meetings

What is the secret?  Real Life Events training sets the stage for your business transformation.  Transcend the problems with relying solely on traditional marketing and take your prospecting to the next level.

DIFFERENTIATE YOUR APPROACH and edge out the competition by qualifying to host a Million Dollar Meeting.
  Remind clients what you offer.
Present them with new ideas.
Help them realize a financial tune-up is needed!
Every event to date has produced meaningful referrals resulting in significant commissions

Attend a one-day Real Life Management® (RLM) training, and qualify for your own client appreciation event—ProVision & Legacy provide the guest speaker, presentation, and more! RLM can help you better understand your customers’ buying attitudes and lead to more sales.

Click here for registration details.

Available at a substantially discounted price of $500, 2012 RLM training events are currently scheduled for:

DATE TIME REGUS BUILDING LOCATION
Thursday, August 30 8:30 a.m. – 5:00 p.m. Plano, TX REGUS Plano on Park, Suite 600 101 E. Park Blvd. • 972-516-3800
Tuesday, September 25 8:30 a.m. – 5:00 p.m. Orange, CA REGUS Business Center, 17th Floor 333 City Blvd. West. • 714-938-3200

Does RLM and the client appreciation program work? Here’s what your peers have to say:

““As a result, we have already written over a million dollars in premium and are growing our client base with attendees from the event—and the dinner was just a week ago!”
— L.W., Dallas, TX

“This one event netted our organization over $60,000 in commissions, all from our current book of business and client referrals.  We’ve written over one million in premium and are still receiving referrals and calls months later.”
—T.T., Chicago, IL
     

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