By purchasing a document kit from us, you are buying a special license that gives you permission to use our content in a variety of ways in your own business. This includes but is not limited to any content that’s part of the “401k Business in a Box” subscription toolkit.

Please review the license terms below, full site terms found here, and if you have any questions or if you’re unsure of something, please contact me.

You can sell (or give away at no cost) the content to your plan sponsor clients with personal use only rights.

You can edit the content, add to content, or just sell the content as is.

You can put your personal name and business name on the content.

You can add your business logo to it and change the document colors.

You can completely modify the content to edit the text, the titles, the order of it - it's completely editable.

You can use the content on your website, blog or in your newsletter.

You can bundle the content with your other paid programs and services.

You can use the content for creating a giveaway to grow your list.

You can use the content as a bonus to a paid product or service.

You can add the content to your existing client service models.

You can sell the content as part of project work to new clients.

This content can be used as inspiration to create audio or video files.

You may publish it offline as a free or paid workshop, class, program, product.

You can give the content away to your paid clients/customers/members.

Your customers or clients may not give away or sell the content after purchasing from you – if they would like to do so, they need to purchase the content directly from our website. (e.g. if you're a plan advisor - your plan sponsor clients can't give it away to other companies or sell it to others, and if your'e a wholesaler or provider, you can't give this to advisors to then sell or give away to their plan sponsors - that would require an enterprise license - contact me for more information)

You may not load the content up on Kindle as a book (that’s against Amazon’s terms of service and can get your account banned).

You may not sell the content through auction sites, dime sales/firesales.

You may not give away, transfer, or sell your license to this content.

You may not give away, transfer, or sell resell rights or master resell rights.

You may not transfer the rights you have to your customer.

There is a 14-day money-back guarantee on all products and programs offered.  If you are not completely satisfied, email me within 14 days of purchase for a full refund.  Due to the digital nature of the Content, and the fact that you'll have been able to download everything to your hard drive, I will ask that you destroy your hard drive and send pictures (kidding).  If you have questions, please contact me first and I’d be happy to give you a  tour, sample documents, answer any questions you have, etc. because I want this investment to be the best investment you ever made in your business and want to avoid refunds by 1) making sure you know exactly what you're getting and 2) overdeliver the value so you'd never in a million years want to give up the new resources you just invested in.