Terms of Service | Rollover Comparison Pro

This Terms of Service & Conditions of Use ("Agreement," "Terms" or "Terms of Service") is a contract in electronic form between You (defined below) and 401(k) CRPA, LLC D/B/A Rollover Comparison Pro ("Rollover Comparison Pro," "RCPro," "We" or "Us") and its successors, subsidiaries, and affiliates. By registering for and logging into the Rollover Comparison Pro website (rollovercomparisonpro.com) or using the sites or services (collectively, the "Services"), You agree to be bound by these Terms.

"You," "Your," or "User" means the User, Your company or employer, any agents, legal counsel, employees, assignees, suppliers, third parties, or any other party of which You have control and who uses our Services, including any party that uses our Services using Your password. You must read these Terms carefully. By registering, creating an account, logging in, or otherwise using the Services in any way, You indicate that You understand and intend these Terms to be the legal equivalent of a signed, written contract. If You do not agree to these Terms, please do not access the Services.

Access and Account Security

We reserve the right to withdraw or amend the Services, in our sole discretion without notice. We will not be liable if for any reason all or any part of the Services is unavailable at any time or for any period.

You are required and responsible for:

Purchasing a subscription for each licensed Advisor registered to your firm who has rollover conversations with current or prospective clients. A single subscription cannot be used to produce reports for multiple advisors.
A single individual (with or without a securities license) may have access as a support team member (no subscription needed) to create reports for multiple subscribing advisors.
Making all arrangements necessary for You to have access to the Services.
Ensuring that all persons who access the Services through Your internet connection are aware of these Terms of Service and comply with them.

⚠️ Credential Sharing is Strictly Prohibited. Each subscription is limited to a single named user. Sharing of usernames, passwords, or login credentials with other advisors, support team members, administrative staff, or any other party — whether internal or external to your firm — is a material violation of these Terms and may result in immediate termination of your subscription without refund. If a support team member requires access, a separate support team member account must be established.

Each subscription/user login represents a single registered advisor. Only licensed advisors may be registered users. Company Admins and support team members need not be licensed advisors. If You are provided with a user name, password, or any other security credential, You must treat such information as strictly confidential. You must not disclose it to any other person or entity under any circumstances.

You agree to notify us immediately of any unauthorized access to or use of Your user name or password or any other breach of security at support@rollovercomparisonpro.com. You also agree to ensure that You exit from Your account at the end of each session. You should use particular caution when accessing Your account from a public or shared computer.

We have the right to disable any user name, password, or other identifier at any time in our sole discretion for any reason, including if, in our opinion, You have violated any provision of these Terms of Service.

Fees for the Service

The fees are described in the Pricing section of our website at rollovercomparisonpro.com. Fees for more than 100 subscriptions are provided on an individual basis by contacting customer support at support@rollovercomparisonpro.com or calling 303-792-7003. We will provide You with at least 30 days' advance notice before any fee revisions become applicable to You.

Limited License

Subject to these Terms, We grant You a limited, non-exclusive, non-transferable, and revocable license to use our Services. We reserve all rights not expressly granted to You. You acknowledge and agree that:

Licenses cannot be shared or used by more than one individual;
You shall not license, sell, rent, lease, transfer, assign, distribute, host, outsource, disclose or otherwise commercially exploit or make the Services available to any third party;
You shall not modify, make derivative works of, disassemble, reverse compile, or reverse engineer any part of the Services;
You shall not create internet "links" to the Services or "frame" or "mirror" any part of the Services on any other server or device;
No part of the Services may be copied, reproduced, distributed, republished, downloaded, displayed, posted or transmitted in any form or by any means without express written permission;
You agree to make every reasonable effort to prevent unauthorized third parties from accessing the Services;
401(k) CRPA, LLC shall own all right, title and interest in and to all intellectual property rights in the Services and any suggestions, enhancement requests, feedback, or recommendations provided by You;
Unauthorized use, resale, or commercial exploitation of any part of the Services is expressly prohibited.

Assumption of Risk

Certain Services may display, include or make available content, data, information, applications or materials from third parties ("Third Party Materials") or provide links to third-party websites. By using the Services, You acknowledge and agree that Rollover Comparison Pro is not responsible for examining or evaluating the content, accuracy, completeness, timeliness, validity, copyright compliance, legal compliance, legality, decency, quality or any other aspect of such Third Party Materials or websites. You agree to use the Services and Third Party Materials at Your sole risk.

Use by Third Parties

Rollover Comparison Pro may be used by You in conjunction with a third-party service provider. Third-party service provider access to and use of the Services will be subject to a separate agreement between Rollover Comparison Pro and such third-party service provider. Rollover Comparison Pro is not responsible for data entered by You or a third party on Your behalf. Fees charged by a third-party service provider may differ from those charged directly on the Rollover Comparison Pro website.

Not an Investment Advisor or ERISA Fiduciary

You understand and acknowledge that access to the Services is provided on the strict understanding that We are not acting as an "investment advisor" as defined in the Investment Advisers Act of 1940 or any applicable state or federal law, or as a "fiduciary" under ERISA. Rollover Comparison Pro is not engaged in rendering legal, accounting, fiduciary, or other professional services. You agree to consult with Your attorneys, compliance officers, and/or professional advisors prior to accessing or using the Services.

No Investment Recommendation or Advice

Nothing included in the Services constitutes tax, legal, or investment advice. Hypothetical examples are for illustrative purposes only and are not intended to represent past or future performance of any specific investment. Neither the information, nor any opinion included in the Services, constitutes a solicitation or offer to buy or sell any securities or other financial instruments. Decisions based on information included in the Services are the sole responsibility of You.

Trademarks

Rollover Comparison Pro's name, RCPro™ logo, and all related names, logos, product and service names, designs, and slogans are trademarks of 401(k) CRPA, LLC or its affiliates or licensors. You must not use such marks without prior written permission.

Changes to the Terms of Service

We may revise and update these Terms from time to time in our sole discretion by posting the revised Terms of Service on this page. All changes are effective immediately when posted and apply to all access to and use of the Services thereafter. Your continued use of the Services following the posting of revised Terms of Service means that You accept and agree to the changes.

Billing, Payment and Term of Contract

The Subscription service is a license contract entered into with 401(k) CRPA, LLC at the time of subscription payment. Unless otherwise stated in writing, the following terms apply:

The initial term of your contract is twelve (12) months from the date of purchase, and your subscription will automatically renew for subsequent twelve (12) month terms unless notice of non-renewal is provided by either party at least thirty (30) days in advance of each renewal. Each subscription is limited to a single user. A subscriber's user ID and password may not be shared. Notice can be sent through our website at rollovercomparisonpro.com or emailed to renewals@rollovercomparisonpro.com. If prices change before your annual renewal, we will notify you at least thirty (30) days in advance.
Any additional user licenses, add-ons or other services added during the course of your contract will be committed for the remainder of your current contract term, unless otherwise noted.
You will be billed annually in advance via credit card or by direct invoice. Rollover Comparison Pro reserves the right, under certain circumstances, to require annual payment for any subscription.
All subscriptions are non-refundable once paid. No refunds are provided in the event of a retraction, nullification or changes to any regulations for which this subscription is being used. If you believe you have been billed in error, please email support@rollovercomparisonpro.com.
Subscriber authorizes 401(k) CRPA, LLC to use its name, logo and/or trademark, without notice or consent, in connection with certain promotional materials that 401(k) CRPA, LLC may disseminate to the public.

Termination of Service

To terminate the Services, You must provide written notice to 401(k) CRPA, LLC using the account cancellation feature in the "Subscription" section of the website, or by emailing support@rollovercomparisonpro.com. Notice is not considered received unless a confirmation email is received by the Subscriber. Written notice may also be provided via postal mail to 7777 Glades Rd. #100, Boca Raton, FL 33434.

Termination is deemed effective when you receive confirmation that your cancellation has been processed. Once processed, your access to the Services will continue for the remainder of your subscription term.

Rollover Comparison Pro may, at any time, terminate your subscription and refuse access if:

You have breached any provision of the Terms, including but not limited to sharing login credentials;
We are required to do so by law;
You are no longer a registered representative, registered investment advisor, registered insurance agent, or administrative/operations assistant of a registered securities firm;
The provision of Services is no longer commercially viable in our sole discretion;
Your communication with our employees is abusive or threatening; or
You do not pay amounts due for the Services.

Your Warranties

You represent and warrant that (a) all information You provide is accurate and truthful, (b) You have the authority to share such information and grant us the right to use it, (c) Your acceptance and use of the Services does not violate any applicable law or other contract or obligation, and (d) any information provided by You does not infringe the intellectual property rights of any person.

Disclaimer of Warranties

ALL PRODUCTS, SERVICES, AND INFORMATION ARE PROVIDED TO YOU "AS IS" WITHOUT WARRANTY. NEITHER ROLLOVER COMPARISON PRO NOR ANY THIRD-PARTY SUPPLIER PROVIDES ANY WARRANTIES AS TO THE ACCURACY, ADEQUACY, QUALITY, FITNESS, TIMELINESS, NON-INFRINGEMENT OR TITLE OF ANY PRODUCTS, SERVICES, OR INFORMATION PROVIDED, AND ALL SUCH WARRANTIES ARE EXPRESSLY EXCLUDED TO THE MAXIMUM EXTENT PERMITTED BY LAW. ROLLOVER COMPARISON PRO DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR FREE, OR THAT ANY INFORMATION OR OTHER MATERIAL ACCESSIBLE THROUGH THE SERVICE IS FREE OF ERRORS, VIRUSES, OR OTHER HARMFUL COMPONENTS.

Limitation on Liability

IN NO EVENT WILL ROLLOVER COMPARISON PRO, ITS OFFICERS, DIRECTORS, AFFILIATES, AGENTS OR ANY DATA PROVIDER OR SERVICE PROVIDER BE LIABLE FOR ANY CONSEQUENTIAL, INDIRECT, INCIDENTAL, SPECIAL OR PUNITIVE DAMAGES, LOSS OF BUSINESS REVENUE OR LOST PROFITS, WHETHER IN AN ACTION UNDER CONTRACT, NEGLIGENCE OR ANY OTHER THEORY, ARISING OUT OF: (I) YOUR USE OR INABILITY TO USE THE SERVICE, (II) YOUR RELIANCE ON ANY CONTENT, OR (III) ANY PRODUCTS OR SERVICES ADVERTISED ON THE SERVICE.

Indemnification

You agree to indemnify, defend and hold harmless Rollover Comparison Pro and its affiliates, officers, directors, employees, consultants, agents and licensors from any and all third-party claims, liability, damages and/or costs (including reasonable attorneys' fees) arising from Your failure to comply with these Terms of Service, Your infringement or violation of any intellectual property or other right of a third party, or Your violation of any applicable law.

Geographic Restrictions

We provide the Services for use only by persons located in the United States. We make no claims that the Services or any of its content is accessible or appropriate outside of the United States.

Applicable Law

These Terms are governed by the laws of the United States of America and the applicable laws of the State of Florida, without regard to conflict of law principles.

Arbitration

At Rollover Comparison Pro's sole discretion, it may require You to submit any disputes arising from these Terms of Service or use of the Services, including disputes arising from or concerning their interpretation, violation, invalidity, non-performance, or termination, to final and binding arbitration in Florida under the Rules of Arbitration of the American Arbitration Association applying Florida law.

Waiver and Severability

No waiver by Rollover Comparison Pro of any term or condition set out in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition. If any provision of these Terms is held by a court or other tribunal of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such provision shall be eliminated or limited to the minimum extent such that the remaining provisions of the Terms will continue in full force and effect.

Contact Us

If you have any questions about these Terms of Service, please contact us:

Email: support@rollovercomparisonpro.com
Phone: 303-792-7003
Mail: 7777 Glades Rd. #100, Boca Raton, FL 33434