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By continuing, I: (i) signify my acceptance to all of the terms, and conditions and restrictions contained or referenced in the Associate Membership Agreement ("AMA") with Opulence Planners; (ii) agree that upon acceptance by Opulence Planners the AMA shall be a valid and enforceable agreement between us in its electronic form; and (iii) consent to the record of the AMA transaction being maintained in its electronic form, unless I withdraw this consent in the manner set forth on the first page of the application and in the instructions above. A copy of the AMA between us must be printed by pushing the print button below on your browser. You are signing this Agreement electronically. You agree your electronic signature is the legal equivalent of your manual signature on this Agreement. You consent to be legally bound by this Agreement's terms and conditions. You further agree that your use of a key pad, mouse or other device to select an item, button, icon or similar act/action, or to otherwise provide Opulence Planners, or in accessing or making any transaction regarding any agreement, acknowledgment, consent terms, disclosures or conditions constitutes your signature (hereafter referred to as "E-Signature"), acceptance and agreement as if actually signed by you in writing. You also agree that no certification authority or other third party verification is necessary to validate your E-Signature and that the lack of such certification or third party verification will not in any way affect the enforceability of your E-Signature or any resulting contract between you and Opulence Planners. You specifically agree to receive and/or obtain notices and other forms of Electronic Communications” in electronic form Opulence Planners. The term "Electronic Communications" includes, but is not limited to, any and all current and future notices and/or disclosures that various federal and/or state laws or regulations require that we provide to you, as well as such other documents, statements, data, records and any other communications regarding your contractual relationship with Opulence Planners. You acknowledge that you have an active e-mail account, and that for your records, you are able to retain AFA’s Electronic Communications by printing and/or downloading and saving this Agreement and any other agreements and Electronic Communications, documents, or records that you agree to using your E-Signature. You accept Electronic Communications as reasonable and proper notice, for the purpose of any and all laws, rules, and regulations, and agree that such electronic form fully satisfies any requirement that such communications be provided to you in writing or in a form that you may keep. You may request a paper version of an Electronic Communication. You acknowledge that the Company reserves the right to charge you a reasonable fee for the production and mailing of paper versions of Electronic Communications. To request a paper copy of an Electronic Communication contact us info@opulenceplanners.com

I understand that these acknowledgments constitute a part of my Associate Membership Agreement to which I am bound and are material representations upon which Opulence Planners shall rely in its acceptance of my Associate Membership Agreement.

Opulence Planners, its members, officers, directors, shareholders and employees have not induced me in any way whatsoever to terminate any contract, agreement or business relationship that I presently have or have had with any third party.

Upon becoming contractually affiliated with Opulence Planners, I will not engage in any business practice or behavior, nor will I take any action, which will result in any violation of any restrictions or covenants to which I am subject pursuant to any agreement to which I was previously a party.

My becoming contractually affiliated with Opulence Planners will not violate the terms of or interfere with any contract, agreement or business relationship that I have or have had with any third party.

THE Opulence Planners Associate Membership Agreement THIS AGREEMENT is made by and between Opulence Planners, and the undersigned individual (hereinafter referred to as the “New Member”). For purposes of this Agreement, any reference hereinafter made to Opulence Planners shall be deemed to constitute a reference to Opulence Planners and all of the companies with which Opulence Planners is or may hereafter become affiliated, directly, indirectly, through common ownership, by contractual agreement, or otherwise (Opulence Planners Affiliated Companies”).

 

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  • 8735 Dunwoody place suite 6, Atlanta, Georgia, 30350
  • info@opulenceplanners.com
  • (800) 693-6223

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Opulence Planners is stated or implied.


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