Terms & Conditions

Last Updated: June 2026

Welcome to RetirementOfYourDreams.com ("Website").

Retirement Of Your Dreams™ is a marketing brand of Jason Bergquist Financial, LLC ("Company," "we," "our," or "us").

California Insurance License #0L86845

By accessing or using this Website, you agree to be bound by these Terms & Conditions. If you do not agree with these Terms, please discontinue use of the Website.

Educational Purposes Only

The information contained on this Website is provided solely for educational and informational purposes.

Nothing contained on this Website should be construed as financial, investment, legal, tax, accounting, insurance, or other professional advice.

Visitors should consult with their own qualified tax advisors, attorneys, accountants, financial professionals, and insurance professionals before implementing any strategy discussed on this Website.

No Client Relationship

Use of this Website, scheduling an appointment, downloading materials, attending a webinar or workshop, purchasing a book, subscribing to communications, or contacting us does not create an advisor-client, insurance-client, fiduciary, legal, tax, or financial planning relationship.

Any such relationship is established only through separate written agreements where applicable.

No Guarantees

Any examples, illustrations, case studies, hypothetical scenarios, testimonials, client experiences, educational presentations, videos, or other content are provided solely for educational purposes.

Past performance does not guarantee future results.

Individual outcomes vary based upon personal circumstances, economic conditions, market conditions, product performance, tax laws, and numerous other factors.

Strategies discussed on this Website may not be suitable for every individual and may involve risks, costs, limitations, assumptions, and qualifications.

Insurance product guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

Retirement and Tax Planning Information

This Website may discuss concepts including:

  • Retirement income planning
  • Tax-free and tax-advantaged retirement planning
  • The Power of Zero® concepts
  • Indexed Universal Life (IUL)
  • Infinite Banking concepts
  • Premium financing
  • Social Security planning
  • Long-Term Care planning
  • Life insurance strategies

Such discussions are educational in nature and should not be interpreted as recommendations, guarantees, or promises of specific financial, tax, or investment outcomes.

Intellectual Property

All content appearing on this Website, including but not limited to:

  • Retirement Of Your Dreams™
  • Retirement Of Your Dreams Blueprint™
  • Text
  • Graphics
  • Logos
  • Videos
  • Audio recordings
  • Educational materials
  • Downloads
  • Presentations
  • Blog articles
  • Course materials

are the property of Jason Bergquist Financial, LLC or their respective owners and are protected by applicable copyright, trademark, and intellectual property laws.

No content may be copied, reproduced, republished, distributed, modified, transmitted, or used commercially without prior written permission.

Third-Party Websites and Resources

This Website may contain links to third-party websites, products, services, resources, or content.

Such links are provided solely as a convenience.

We do not control, endorse, guarantee, or assume responsibility for any third-party content, products, services, privacy practices, or websites.

Website Availability

We make reasonable efforts to maintain the Website; however, we do not guarantee uninterrupted access, error-free operation, or freedom from viruses or other harmful components.

The Website is provided on an "as-is" and "as-available" basis.

Limitation of Liability

To the fullest extent permitted by law, Jason Bergquist Financial, LLC and its owners, employees, contractors, affiliates, licensors, and service providers shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising out of or related to your use of this Website.

Your sole remedy for dissatisfaction with the Website is to discontinue use of the Website.

Indemnification

You agree to defend, indemnify, and hold harmless Jason Bergquist Financial, LLC and its affiliates, officers, employees, contractors, and representatives from and against any claims, liabilities, damages, losses, costs, and expenses arising out of your violation of these Terms or your misuse of the Website.

Governing Law

These Terms & Conditions shall be governed by and construed in accordance with the laws of the State of Utah, without regard to conflict-of-law principles.

Any dispute arising from or relating to these Terms or the Website shall be resolved exclusively in the state or federal courts located in Utah.

Changes to These Terms

We reserve the right to modify these Terms & Conditions at any time.

Changes become effective immediately upon posting to this Website.

Your continued use of the Website following any changes constitutes acceptance of the revised Terms.

Contact Information

Jason Bergquist Financial, LLC

Retirement Of Your Dreams™

California Insurance License #0L86845

Website: RetirementOfYourDreams.com