1. Purpose of the Intake Form

The Founder Intake Form is designed to help us understand your business structure, goals, and protection needs so we can provide general insights and potential strategies aligned with the Founders’ Protection Suite (FPS) framework. The information collected is used solely for assessment, educational, and consultation purposes.

Completing this form does not create a financial advisory, insurance, or legal client relationship between you and FPS or any of its affiliates.

2. About Founders’ Protection Suite (FPS)

Founders’ Protection Suite (“FPS”) is a proprietary educational platform and framework designed for use by licensed financial professionals and strategic partners. FPS itself is not a registered financial institution, insurance provider, or advisory firm, and does not directly sell or administer financial products.
All consultations, assessments, or recommendations resulting from this intake process are delivered by independent licensed professionals operating under their own regulatory authority and business entities.

3. No Financial or Legal Advice

All materials, discussions, or recommendations that may follow this intake process are for educational and informational purposes only.

They are not intended as financial, tax, legal, or investment advice.

Before making any decisions, you should consult with:

A licensed financial advisor

A tax professional

A legal expert familiar with your jurisdiction and business structure

4. Information Accuracy

You agree to provide complete and accurate information in the intake form to ensure that any discussions or recommendations are relevant to your situation. FPS is not responsible for outcomes based on incomplete, false, or misleading information.

5. Privacy and Data Use

All information you submit through the intake form is treated as confidential and will only be used for:

Initial assessment and consultation

Communication regarding FPS services or related solutions

Internal analysis to improve service offerings

We do not sell, rent, or disclose your personal information to third parties except as required by law or with your explicit consent.

By submitting this form, you consent to receive communication via email, phone, or SMS related to your inquiry and other FPS updates.

6. No Guarantee of Results

While FPS strives to provide high-value insights and strategic recommendations, we do not guarantee specific financial outcomes, results, or performance from any plan or product discussed.

7. Intellectual Property

All content, frameworks, materials, and resources shared by FPS—including the Founders’ Protection Suite™ name, concepts, and related visuals—are protected by intellectual property laws. You agree not to copy, distribute, or reproduce FPS materials without written consent.

8. Limitation of Liability

To the maximum extent permitted by law, FPS, its affiliates, officers, and representatives shall not be held liable for any direct, indirect, incidental, or consequential damages resulting from your participation in the intake process or reliance on any materials provided.

9. Consent to Contact

By submitting this form, you authorize Founders’ Protection Suite (FPS) to contact you by phone, email, or text message to discuss your responses, provide follow-up materials, and share information about relevant strategies or services.

10. Modification of Terms

FPS reserves the right to update or modify these Terms of Service at any time without prior notice. The most current version will always be posted on our website or linked within the intake form.

11. Acknowledgment

By completing and submitting this form, you acknowledge that you have read, understood, and agree to these Terms of Service.