Last Updated: July 1, 2026

Welcome to SLATEFS. These Terms and Conditions govern your use of our website, online forms, communications, and related services. By accessing this website, submitting information through a form, or communicating with SLATEFS, you agree to these Terms and Conditions.

About SLATEFS

SLATEFS provides insurance and financial-services related support, resources, and business development services. Our services may include agent recruiting, agent support, contracting assistance, appointment coordination, business relationship development, client service support, retention support, and communications related to insurance or financial services.

SLATEFS may work with licensed insurance agents, agencies, field marketing organizations, insurance carriers, vendors, business partners, and individuals who request information or assistance.

Website Use

The information on this website is provided for general informational and business communication purposes only. You agree to use this website only for lawful purposes and in a way that does not interfere with the operation, security, or availability of the website.

You agree not to misuse this website, submit false information, attempt unauthorized access, submit information on behalf of another person without permission, or use this website in a way that violates any applicable law, regulation, carrier rule, or third-party right.

No Guarantee of Services, Eligibility, or Results

Submitting a form, requesting information, or communicating with SLATEFS does not guarantee approval, enrollment, appointment, contracting, carrier acceptance, commission eligibility, compensation, employment, partnership, or availability of any product or service.

Any insurance, financial, recruiting, contracting, or business opportunity discussed with SLATEFS may be subject to additional requirements, including licensing, carrier approval, compliance review, background checks, appointment approval, state and federal regulations, and applicable business requirements.

Insurance and Financial Services Disclaimer

Information provided by SLATEFS is not intended to be legal, tax, investment, accounting, or financial advice. Any insurance or financial-services related information is general in nature and may not apply to every individual, agent, agency, business, or client situation.

Licensed professionals, agents, agencies, and consumers are responsible for reviewing their own circumstances and consulting appropriate professionals when necessary.

Medicare and Government Program Disclaimer

SLATEFS is not affiliated with, endorsed by, or operated by the U.S. government, the federal Medicare program, CMS, or any state government agency.

If Medicare-related products or services are discussed, availability may vary by location, carrier, plan type, eligibility, enrollment period, and other factors. Additional disclosures may be provided by licensed agents or applicable partners when required.

Agent, Agency, and Producer Responsibilities

If you are an insurance agent, agency, producer, broker, advisor, or business partner, you are responsible for maintaining all required licenses, appointments, certifications, errors and omissions coverage, carrier approvals, and regulatory compliance obligations.

You agree to comply with all applicable federal and state laws, CMS rules, carrier guidelines, marketing rules, privacy rules, telephone and text messaging rules, email marketing rules, and any other requirements that apply to your business activities.

SLATEFS may provide resources, support, or business opportunities, but each agent, agency, producer, or partner remains responsible for their own conduct, representations, marketing, sales activity, client communications, and compliance.

Communications Consent

By submitting information through this website or otherwise providing your contact information to SLATEFS, you agree that SLATEFS may contact you using the information you provide, including by phone, email, text message, or other communication methods, where permitted by law.

Communications may include responses to inquiries, appointment reminders, recruiting information, business relationship updates, onboarding information, service-related messages, educational information, and marketing communications where permitted or consented to.

Email Communications

SLATEFS may send emails to individuals who submit forms, request information, register for events, communicate with us, have an existing business relationship with us, or otherwise provide permission to receive communications.

Marketing emails from SLATEFS will identify the sender, use accurate subject lines and sender information, and include a way to unsubscribe or opt out of future marketing emails. SLATEFS honors unsubscribe requests as required by law.

SLATEFS does not knowingly send marketing emails to purchased, rented, or scraped third-party email lists.

SMS/Text Messaging Terms

By checking the SMS consent box on a SLATEFS form, you consent to receive SMS notifications and alerts from SLATEFS. Message frequency varies. Message and data rates may apply. Text HELP to +1-833-753-8300 for assistance. You can reply STOP to unsubscribe at any time.

By checking the marketing consent box on a SLATEFS form, you agree to receive occasional marketing messages from SLATEFS. Message frequency varies. Message and data rates may apply. Text HELP to +1-833-753-8300 for assistance. You can reply STOP to unsubscribe at any time.

Consent to receive marketing text messages is not a condition of purchasing any product, receiving any service, or working with SLATEFS. You may opt out of SMS messages at any time by replying STOP.

Opting out of SMS messages does not necessarily opt you out of emails or other lawful communications. You may separately unsubscribe from marketing emails using the unsubscribe link provided in those emails.

Accuracy of Information Submitted

You agree that any information you submit to SLATEFS is accurate, current, and complete to the best of your knowledge. SLATEFS is not responsible for delays, errors, missed communications, or service limitations caused by inaccurate or incomplete information submitted through this website.

Privacy

Your use of this website is also governed by our Privacy Policy. Please review our Privacy Policy to understand how SLATEFS may collect, use, store, and protect information.

Privacy Policy

Third-Party Websites and Services

This website may include links to third-party websites, platforms, forms, tools, calendars, CRM systems, carrier resources, or service providers. SLATEFS is not responsible for the content, security, accuracy, availability, or practices of third-party websites or services.

Use of third-party websites or services may be governed by their own terms, privacy policies, and compliance requirements.

Intellectual Property

The content on this website, including text, graphics, logos, branding, page layouts, and other materials, is owned by or licensed to SLATEFS unless otherwise stated. You may not copy, reproduce, distribute, modify, or use SLATEFS materials without prior written permission, except as permitted by law.

Limitation of Liability

To the fullest extent permitted by law, SLATEFS is not liable for damages arising from your use of this website, inability to use the website, reliance on website information, communication delays, third-party services, or any action taken based on information provided through this website.

Changes to These Terms

SLATEFS may update these Terms and Conditions at any time. Any updates will be posted on this page with a revised “Last Updated” date. Your continued use of this website after updates are posted means you accept the updated Terms.

Contact Us

If you have questions about these Terms and Conditions, please contact SLATEFS:

SLATEFS
Phone: +1-833-753-8300
Email: info@slatefs.com
Mailing Address: PO Box 12632, Scottsdale, AZ 85267