TERMS AND CONDITIONS · v007 · Effective October 11, 2026

Terms and Conditions

What these terms cover

These Terms and Conditions apply to your use of the Power Wealth Retention, LLC (PWR) website, PWR Connect, and related online forms, accounts, documents, and services. Separate program agreements may apply when you choose to participate in a program.

Your agreement

When you accept these terms, your acceptance applies to you. Providing information about another person does not record that person’s acceptance of these terms or acknowledgment of the Privacy Policy. Each person is responsible for their own agreement when requested as part of their use of PWR’s services.

Information you provide

You may submit your own information or information about another person when you are authorized to do so. Provide estimates or projections where requested, and update information as circumstances change. Submitting a form does not enroll anyone in a program, obligate anyone to participate, or replace the separate forms and agreements required for program participation.

Provide only the information requested for the form or service you are using. Submit Social Security numbers, financial account details, and other sensitive information only when specifically requested, using the secure form or submission method designated by PWR.

Accounts and access

Use PWR’s website and PWR Connect only for authorized purposes. Keep your sign-in credentials and personal access links private. Access to another person’s records or documents depends on the permissions granted. Providing someone’s name or contact information does not, by itself, give that person access or change an existing referral relationship.

Communications and preferences

Where enabled for a requested service, PWR may send service communications such as confirmations, requests for information, access notices, and limited reminders. Accepting these terms does not itself authorize emails to another person or enroll anyone in marketing communications. Applicable communication permissions and preferences are recorded separately.

Use the Email preferences / Unsubscribe link in a PWR process email to stop reminders only or stop all automated process emails. You may also reply to the email or contact strategy@pwrwealth.com. Stopping automated emails does not cancel the requested process or remove existing access to materials. A new form submission does not automatically restart emails that have already been stopped. Contact the PWR team if you want to discuss restarting them.

Privacy

See PWR’s Privacy Policy for information about how personal information is collected, used, shared, and retained, including information supplied by an authorized person on someone else’s behalf. For questions about your information, contact strategy@pwrwealth.com.

No advice or approval

The website and forms provide information and support PWR’s services. They are not intended to be, or to be taken as, tax, legal, financial, or investment advice. Submitting information does not establish eligibility for a program, guarantee an outcome, or grant access to restricted documents. These matters require separate review.

Acknowledgment

When a form asks you to agree to these Terms and Conditions and acknowledge the Privacy Policy, your agreement and acknowledgment apply to you. They do not record another person’s acceptance or acknowledgment.