Terms Of Service

By accessing scottosurance.com and utilizing the advisory services of Scottosurance Health Advisors, you agree to comply with and be bound by the following Terms of Service.

Service Description Scottosurance Health Advisors provides strategic consulting regarding private market healthcare, tax mitigation strategies, and related insurance products.

SMS/Text Messaging Terms By providing your direct mobile number, you consent to receive SMS communications from Scottosurance Health Advisors regarding your strategy request, appointments, and coverage updates.

Message Frequency: Message frequency varies based on your interaction with our team.

Opt-Out: You can cancel the SMS service at any time. Just text "STOP" to the shortcode or number sending the messages. After you send the SMS message "STOP", we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.

Help: If you are experiencing issues with the messaging program, you can reply with the keyword "HELP" for more assistance.

Rates: Carrier message and data rates may apply for any messages sent to you from us and to us from you. If you have questions about your text plan or data plan, contact your wireless provider.

User Responsibilities You agree to provide accurate, current, and complete information during the intake and strategy process. The strategies discussed, including those regarding Form 7206 and other tax architectures, are for informational purposes and require proper execution with a licensed tax professional.

Contact Us For any questions regarding these terms, contact [email protected].