Last updated October 28, 2026

Terms & Text Messaging

These terms cover the Roadmap Financial booking page, team site and text messages, operated by Roadmap Financial LLC.

Booking a call

Booking a call is free and does not commit you to anything. A call is an introduction to working as a licensed life insurance agent with Roadmap Financial; it is not an offer of employment.

Text messaging program

• Program: Roadmap Financial Recruiting Alerts. Recruits who opt in receive call confirmations and reminders. Team members who opt in receive alerts when a recruit lists them as a referrer.
• How you opt in: by ticking the text-message checkbox on our booking form or team sign-up form. Consent is not a condition of booking a call or of any purchase.
• Frequency: varies. Recruits typically receive 1–3 messages per booking.
• Cost: message and data rates may apply.
• Opt out: reply STOP to any message. You’ll get one confirmation and no further texts.
• Help: reply HELP, or email dylanbunch6@gmail.com.
• Carriers are not liable for delayed or undelivered messages.

Privacy

See our Privacy Policy. We do not sell or share your mobile number or texting consent for marketing purposes.

Team accounts

Team accounts are for Roadmap Financial agents. Keep your login private and use recruit information only to support those recruits.