Legal, Privacy & Intellectual Property Disclaimer

The information provided by The Corporate Dollar is intended for general educational and informational purposes only. Nothing contained in any website, social media post, video, podcast, publication, presentation, course, consultation, communication, or other material should be construed as individualized financial, investment, legal, tax, accounting, insurance, or other professional advice unless expressly stated in a separate written agreement and permitted under applicable law.

Financial circumstances vary from person to person. Information that may be appropriate for one individual may not be appropriate for another.

You are solely responsible for evaluating your own financial circumstances and for determining whether any strategy, product, investment, or course of action is appropriate for you. You should consult qualified professionals who are familiar with your individual circumstances before implementing financial, investment, tax, legal, estate-planning, insurance, or other strategies.

The Corporate Dollar makes no representations or guarantees regarding any particular financial result, investment return, tax outcome, business result, income level, wealth accumulation, or other outcome.

Past performance is not necessarily indicative of future results. Any examples, illustrations, projections, scenarios, case studies, or hypothetical results are provided solely for educational purposes and should not be interpreted as guarantees or predictions of actual results.

Unless expressly stated otherwise in a written agreement, The Corporate Dollar does not provide individualized investment advisory services through general educational content.

Nothing contained in the Services should be interpreted as a recommendation to purchase, sell, hold, or otherwise transact in any particular security, investment, financial product, or asset.

Investing involves risk, including the potential loss of principal. You should independently evaluate any investment decision and, where appropriate, consult a qualified investment professional.

Where The Corporate Dollar or an affiliated professional is acting in a regulated advisory, brokerage, insurance, tax, or other professional capacity, the applicable regulatory disclosures and governing agreements will control.

The Corporate Dollar does not provide legal or tax advice through general educational materials unless expressly stated in a separate written engagement.

Tax laws and regulations are complex and subject to change. Legal and tax outcomes depend upon individual circumstances and applicable federal, state, and local laws.

You should consult your attorney, CPA, tax professional, estate-planning attorney, or other appropriately qualified professional before implementing any legal, tax, estate-planning, or related strategy.

Your use of The Corporate Dollar’s website, content, educational materials, or general consultations does not, by itself, create an attorney-client, accountant-client, fiduciary, investment-adviser-client, or other professional relationship.

Any professional relationship will exist only to the extent expressly established through a separate written agreement and only within the scope described in that agreement.

All original content created, developed, published, or otherwise provided by The Corporate Dollar, including but not limited to:

• The Corporate Dollar™ name and brand;
• logos, trademarks, service marks, slogans, taglines, and brand elements;
• written materials and articles;
• presentations and slide decks;
• frameworks, methodologies, models, systems, and processes;
• financial-planning concepts and proprietary approaches;
• worksheets, templates, checklists, calculators, and tools;
• courses and educational materials;
• videos, podcasts, audio recordings, photographs, graphics, illustrations, and designs;
• downloadable resources;
• website content;
• social media content;
• proprietary terminology and program names; and
• other original materials

(collectively, the “Content”) are owned by, licensed to, or otherwise lawfully used by The Corporate Dollar and are protected by applicable intellectual-property laws.

Nothing contained in the Services grants you ownership of any intellectual property belonging to The Corporate Dollar.

Except as expressly authorized in writing, you may not copy, reproduce, republish, distribute, modify, sell, license, sublicense, publicly display, publicly perform, transmit, create derivative works from, reverse engineer, commercially exploit, or otherwise use The Corporate Dollar’s proprietary Content or intellectual property without prior written permission.

When you purchase or receive access to a The Corporate Dollar product, consultation, course, workbook, template, or other resource, you receive a limited, non-exclusive, non-transferable, revocable license to use the materials for your own personal or internal business purposes, subject to the terms applicable to that particular product or service.

This license does not transfer ownership of the underlying intellectual property.

You may not resell, redistribute, reproduce, share login credentials, upload, publish, teach, sublicense, or commercially exploit the materials unless expressly authorized in writing.

Any proprietary frameworks, methodologies, strategies, materials, processes, business information, or other confidential information disclosed to you by The Corporate Dollar remain the property of The Corporate Dollar unless otherwise agreed in writing.

You agree not to use confidential or proprietary information obtained through a consulting relationship for the purpose of creating, marketing, selling, or distributing a competing product or service.

Nothing in this provision prevents you from independently using general knowledge, skills, experience, or information that is publicly available or independently developed without use of The Corporate Dollar’s confidential information.

The Corporate Dollar may collect information that you voluntarily provide, including your name, contact information, communications, consultation information, and other information necessary to provide requested Services.

Information collected through our website, booking systems, email communications, forms, payment processors, analytics tools, social-media platforms, or other third-party services will be handled in accordance with our Privacy Policy.

Our Privacy Policy describes the categories of information we collect, how information may be used, circumstances under which information may be disclosed, and applicable choices and rights.

Nothing in this Disclaimer replaces or supersedes the Privacy Policy.

You should exercise caution when transmitting sensitive personal, financial, tax, investment, account, Social Security, or other confidential information through email, social media, text messages, website forms, or other communication methods that may not be designed for secure transmission.

The Corporate Dollar will use reasonable administrative, technical, and organizational measures appropriate to the nature of the information and the Services provided; however, no method of electronic transmission or storage can be guaranteed to be completely secure.

You should not submit sensitive information unless specifically requested through an appropriate secure channel.

The Services may contain links to or integrations with third-party websites, applications, platforms, products, services, or resources.

The Corporate Dollar does not control and is not responsible for the availability, accuracy, security, privacy practices, terms, or content of third-party services.

Your use of third-party services is governed by the applicable third party’s terms and policies.

Any testimonials, reviews, case studies, or statements regarding an individual’s experience with The Corporate Dollar represent the experience of the person providing the statement and do not guarantee that another individual will achieve the same or similar results.

Results vary based on numerous factors, including individual circumstances, implementation, market conditions, economic conditions, behavior, timing, and other factors outside of The Corporate Dollar’s control.

Where required by applicable law or regulation, additional disclosures may apply to testimonials, endorsements, ratings, or performance-related statements.

We endeavor to provide information that is accurate and current; however, financial, tax, legal, investment, regulatory, economic, and other information may change over time.

The Corporate Dollar does not warrant that all information provided through the Services will be complete, current, accurate, or error-free.

We reserve the right to modify, update, suspend, or discontinue any portion of the Services or Content at any time.

To the maximum extent permitted by applicable law, The Corporate Dollar and its owners, officers, employees, contractors, affiliates, licensors, and service providers shall not be liable for any indirect, incidental, consequential, special, exemplary, or other damages arising from or related to your use of, or reliance upon, the Services or Content.

You acknowledge that financial decisions involve inherent risks and that you remain responsible for your own decisions and actions.

Nothing in this Disclaimer is intended to exclude or limit liability that cannot lawfully be excluded or limited under applicable law.

To the maximum extent permitted by applicable law, you agree to indemnify and hold harmless The Corporate Dollar and its owners, officers, employees, contractors, affiliates, licensors, and service providers from claims, liabilities, damages, losses, costs, and expenses arising out of or related to your misuse of the Services, violation of these terms, violation of applicable law, or infringement of the rights of another party.

Failure to enforce any provision of this Disclaimer shall not constitute a waiver of that provision or of the right to enforce it in the future.

Unless otherwise required by applicable law or specified in a separate written agreement, these terms shall be governed by the laws of the State of Texas, without regard to conflict-of-law principles.

Any dispute-resolution provisions, venue requirements, arbitration provisions, or other contractual terms applicable to a specific service shall be governed by the applicable written agreement.

If any provision of this Disclaimer is determined to be invalid, unlawful, or unenforceable, that provision shall be limited or removed to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

This Disclaimer does not constitute the entire agreement between you and The Corporate Dollar concerning any particular service.

Where a separate client agreement, engagement letter, purchase agreement, subscription agreement, course agreement, or other written contract exists, the applicable agreement will govern the specific relationship and services described therein.

By accessing, purchasing, downloading, subscribing to, or participating in any The Corporate Dollar service, you acknowledge that you have read and understand the applicable disclosures and agree to be bound by the terms applicable to your use of the Services.