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Terms of Service

These Terms of Service ("Terms") constitute a legally binding agreement between you and LedForgeX LLC, operating as LedForge Leads ("Company," "we," "us," or "our"), governing your use of our website at ledforgeleads.com and all related services. By accessing our website, submitting any form, or engaging with our services in any way, you agree to be bound by these Terms. If you do not agree, do not use our services.

Acceptance of Terms

By accessing or using the LedForge Leads website or services, you confirm that you have read, understood, and agree to be bound by these Terms of Service, our Privacy Policy, and any other policies referenced herein. These Terms apply to all visitors, leads, consumers, and financial advisor clients who interact with our platform in any capacity.

If you are using our services on behalf of a business or organization, you represent that you have the authority to bind that entity to these Terms.

Description of Services

LedForge Leads is an AI-driven lead generation agency that connects individuals seeking financial planning services with licensed, independent financial advisors. Our services include:

  • Collecting information from individuals ("leads" or "consumers") who voluntarily request to be connected with a financial advisor

  • Pre-qualifying and verifying leads through automated SMS conversations and AI-powered voice calls

  • Delivering qualified, exclusive lead information to licensed financial advisor clients

  • Providing lead management and CRM services to financial advisor clients via our platform

Important: LedForge Leads is a lead generation and technology company only. We are not a licensed financial advisor, broker-dealer, registered investment advisor, or insurance company. We do not provide financial, investment, tax, or legal advice of any kind. Any financial guidance you receive will come from an independently licensed financial professional, not from LedForge Leads.

Eligibility

To use our services as a consumer or lead, you must:

  • Be at least 18 years of age

  • Be a resident of the United States

  • Provide accurate, truthful, and complete information when submitting any form

  • Have the legal capacity to enter into a binding agreement

To use our services as a financial advisor client, you must additionally hold all required licenses, registrations, and authorizations required by applicable federal and state law to provide financial services in your jurisdiction.

Consent to Contact

By submitting your information through any LedForge Leads form or landing page, you expressly consent to be contacted by LedForge Leads and/or our matched financial advisor clients via:

  • SMS text messages (including automated messages)

  • Telephone calls (including automated or pre-recorded calls)

  • Email communications

This consent applies even if your phone number is listed on a federal or state Do Not Call registry. You acknowledge that this contact is for the purpose of verifying your information, completing your financial advisor match, and facilitating your requested connection.

You are not required to provide consent as a condition of purchasing any goods or services. However, without consent to be contacted, we are unable to complete your advisor match request.

You may withdraw your consent to SMS communications at any time by replying STOP to any text message. You may withdraw consent to email by clicking the unsubscribe link in any email. To withdraw consent to phone calls, contact us at info@ledforgeleads.com.

SMS Messaging Terms

The following terms apply specifically to SMS communications from LedForge Leads:

  • Program description: LedForge Leads sends SMS messages to verify lead information, conduct qualification conversations, and facilitate advisor matching for individuals who have opted in via our web forms

  • Message frequency: Varies. Typically 3–8 messages per inquiry depending on the qualification process

  • Message and data rates: Standard message and data rates may apply based on your mobile carrier plan

  • Opt-out: Reply STOP to any message to unsubscribe. You will receive one final confirmation message after opting out

  • Help: Reply HELP to any message or email info@ledforgeleads.com for assistance

  • Supported carriers: All major US carriers including AT&T, Verizon, T-Mobile, Sprint, and others. Carrier is not liable for delayed or undelivered messages

Consumer Obligations

As a consumer using our lead matching service, you agree to:

  • Provide accurate, complete, and truthful information in all forms and communications

  • Not submit duplicate or fraudulent form submissions

  • Not use our services for any unlawful purpose

  • Understand that we cannot guarantee the quality, suitability, or performance of any financial advisor we connect you with

  • Conduct your own due diligence on any financial advisor before entering into a professional relationship

  • Verify that any financial advisor you work with holds appropriate licenses in your state

Financial Advisor Client Terms

Financial advisors who engage LedForge Leads as a lead generation service ("Clients") agree to the following additional terms:

  • Licensing: Clients represent and warrant that they hold all licenses, registrations, and authorizations required by FINRA, the SEC, applicable state securities regulators, and any other relevant authority to provide financial services

  • Compliance: Clients are solely responsible for ensuring their follow-up communications, marketing materials, and client interactions comply with all applicable laws including but not limited to FINRA rules, SEC regulations, state insurance laws, TCPA, and CAN-SPAM

  • Lead exclusivity: Leads delivered under an exclusive arrangement are provided solely to the purchasing client and will not be sold to any other advisor. Non-exclusive arrangements, if offered, will be disclosed in writing at time of purchase

  • No guarantee of results: LedForge Leads does not guarantee any specific number of leads, conversion rates, appointments set, or revenue generated. Results vary based on advisor follow-up, market conditions, and other factors outside our control

  • Confidentiality: Clients agree to treat all lead information as confidential and to use it solely for the purpose of providing financial services to the lead. Reselling or transferring lead data to any third party is strictly prohibited

  • Refund eligibility: Refunds or lead credits may be issued at our discretion for leads that are found to be invalid (disconnected numbers, duplicate contacts, or demonstrably false information). Refund requests must be submitted within 5 business days of lead delivery

Payment Terms

The following payment terms apply to financial advisor clients who purchase lead generation services:

  • Fees: Service fees are as agreed upon in your service agreement or order form. Pricing is subject to change with 30 days written notice

  • Billing cycle: Monthly retainer fees are billed at the beginning of each service month. Pay-per-lead fees are billed upon lead delivery

  • Payment methods: We accept major credit cards, ACH bank transfers, and other methods as specified at time of purchase

  • Late payments: Accounts with overdue balances of more than 10 days may have services paused until payment is received

  • Setup fees: One-time setup fees are non-refundable once onboarding has begun

  • Cancellation: Monthly retainer agreements may be cancelled with 30 days written notice. No refunds are issued for the current billing period upon cancellation

Disclaimers

Our services are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied, including but not limited to:

  • Warranties of merchantability or fitness for a particular purpose

  • Warranties that the service will be uninterrupted, error-free, or secure

  • Warranties regarding the accuracy or completeness of any information provided

  • Warranties that leads will convert into clients, appointments, or revenue

LedForge Leads does not endorse, recommend, or guarantee the qualifications, performance, or suitability of any financial advisor we connect consumers with. Consumers are solely responsible for vetting any financial professional before engaging their services.

Limitation of Liability

To the fullest extent permitted by applicable law, LedForgeX LLC and its owners, officers, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our services, including but not limited to:

  • Loss of revenue, profits, or business opportunities

  • Loss of data or information

  • Damages arising from the conduct of any financial advisor we connect you with

  • Any financial losses resulting from advice given by a matched financial advisor

In no event shall our total liability to you for any claims arising out of these Terms or your use of our services exceed the greater of (a) the total amount you paid us in the 3 months preceding the claim, or (b) one hundred dollars ($100.00).

Indemnification

You agree to indemnify, defend, and hold harmless LedForgeX LLC and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising out of or related to:

  • Your use of our services

  • Your violation of these Terms

  • Your violation of any applicable law or regulation

  • Any inaccurate or false information you provided to us

  • Any financial advice given to or received by consumers (applicable to financial advisor clients)

Intellectual Property

All content on the LedForge Leads website and platform, including but not limited to text, graphics, logos, images, software, and workflows, is the property of LedForgeX LLC and is protected by applicable intellectual property laws.

You may not copy, reproduce, distribute, modify, or create derivative works from any of our content without our express written permission. Nothing in these Terms grants you any license to use our intellectual property.

Termination

We reserve the right to suspend or terminate your access to our services at any time, with or without notice, for any reason including but not limited to:

  • Violation of these Terms

  • Fraudulent or abusive use of our platform

  • Non-payment of fees (for financial advisor clients)

  • Conduct that we determine, in our sole discretion, to be harmful to other users, consumers, or our business

Upon termination, all rights granted to you under these Terms immediately cease. Provisions that by their nature should survive termination will do so, including Sections 9, 10, 11, 12, and 14.

Governing Law & Disputes

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions.

Any dispute arising out of or relating to these Terms or our services shall first be attempted to be resolved through good-faith negotiation between the parties. If negotiation fails, disputes shall be resolved through binding arbitration in Lee County, Florida, in accordance with the rules of the American Arbitration Association.

You agree to waive any right to a jury trial or to participate in a class action lawsuit or class-wide arbitration in connection with any dispute arising under these Terms.

Changes to These Terms

We reserve the right to modify these Terms at any time. When we make material changes, we will update the effective date at the top of this page. Your continued use of our services after any modification constitutes your acceptance of the revised Terms.

We encourage you to review these Terms periodically. If you do not agree to the updated Terms, you must discontinue use of our services.

Contact Us

If you have any questions about the Terms of Service, please contact us:

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