Terms of Use

Last Updated: September 15, 2026

Welcome to the True Roots Legacy website. These Terms of Use (“Terms”) govern your access to and use of the True Roots Legacy website, forms, educational materials, and other online services.

By accessing or using this website, you agree to these Terms. If you do not agree with these Terms, please do not use this website.

About True Roots Legacy

True Roots Legacy provides educational information and services related to life insurance, financial and legacy planning, as well as information regarding veteran housing opportunities and community referral relationships.

Information provided on this website is intended for general informational and educational purposes unless otherwise specifically stated.

Life Insurance Information

Information regarding life insurance products, including term life insurance, whole life insurance, final expense insurance, and indexed universal life insurance, is provided for general educational purposes.

Insurance products are subject to carrier availability, eligibility requirements, underwriting, policy terms, state requirements, and other applicable conditions.

Submitting an inquiry, requesting a quote, completing a form, or scheduling a consultation does not guarantee insurance coverage, approval, rates, benefits, or policy issuance.

Specific policy terms, exclusions, limitations, costs, and benefits are determined by the applicable insurance carrier and policy contract.

No Financial, Tax, or Legal Advice

Information provided through this website should not be considered individualized legal, tax, investment, or financial advice.

You should consult an appropriately qualified professional regarding decisions requiring legal, tax, investment, or other specialized professional advice.

Veteran Housing Information

True Roots Legacy provides information regarding veteran housing opportunities and works to connect with veterans, caseworkers, referral organizations, and community partners regarding housing needs and availability.

Submitting a Veteran Housing Inquiry & Referral form or otherwise contacting True Roots Legacy does not guarantee housing availability, eligibility, acceptance, placement, funding, or a particular housing arrangement.

Housing availability and placement considerations may change and may depend on the property, available accommodations, individual circumstances, applicable requirements, and other factors.

Unless expressly stated otherwise, references to veterans, VA caseworkers, or veteran organizations do not imply endorsement, sponsorship, affiliation, certification, or approval by the U.S. Department of Veterans Affairs or any government agency.

Website Forms and Information You Provide

When submitting information through our website, you agree to provide information that is accurate to the best of your knowledge.

Information submitted through our website will be handled in accordance with our Privacy Policy.

Please avoid submitting highly sensitive information through general website forms unless specifically requested through an appropriate process.

Communications and Text Messages

When you provide your contact information, we may contact you regarding the inquiry, appointment, referral, or service you requested.

If you separately consent to receive SMS/text communications, message frequency may vary and message and data rates may apply. You may reply STOP to opt out of text messages and HELP for assistance.

Consent to receive marketing text messages is not a condition of purchasing goods or services.

Third-Party Websites and Services

Our website may contain links to or use services provided by third parties, including scheduling, forms, payment processing, insurance-related resources, and other service providers.

True Roots Legacy does not control all third-party websites or services and is not responsible for their content, availability, security, or privacy practices.

Your use of third-party services may be subject to separate terms and privacy policies.

Intellectual Property

Unless otherwise stated, website content created and owned by True Roots Legacy—including text, branding, graphics, educational materials, and other original content—is protected by applicable intellectual property laws.

You may view and use website materials for personal, noncommercial purposes. You may not reproduce, distribute, sell, modify, or commercially exploit True Roots Legacy content without permission, except as otherwise permitted by law.

Acceptable Use

You agree not to misuse this website, attempt to interfere with its operation or security, submit fraudulent or misleading information, attempt unauthorized access to website systems, or use the website for unlawful purposes.

Website Availability and Accuracy

We strive to provide useful and accurate information; however, website information may be updated or changed periodically.

True Roots Legacy does not guarantee that every page, feature, service, housing opportunity, insurance product, or piece of information will always be available, complete, or error-free.

Limitation of Liability

To the extent permitted by applicable law, True Roots Legacy will not be liable for indirect, incidental, special, or consequential damages arising from the use of, or inability to use, this website.

Nothing in these Terms excludes or limits liability where such exclusion or limitation is prohibited by applicable law.

Changes to These Terms

True Roots Legacy may update these Terms periodically. Updated Terms will be posted on this page with a revised Last Updated date.

Your continued use of the website after changes are posted constitutes acceptance of the updated Terms to the extent permitted by applicable law.

Governing Law

These Terms are governed by applicable laws of the State of North Carolina, without regard to conflict-of-law principles, except where federal law or another applicable law controls.

Contact Us

Questions regarding these Terms of Use may be directed to:

True Roots Legacy
Charlotte, North Carolina
Phone: 980-285-2161
Email: [email protected]
Website: truerootslegacy.com