SMS Terms and Conditions
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Link Financial Benefits
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Effective Date: September 28, 2026
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1. Program Description
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Link Financial Benefits offers an optional SMS text messaging program for customers and prospective customers who have affirmatively consented to receive text messages.
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Depending on the program selected, messages may include:
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Educational seminar invitations and reminders.
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Event registration confirmations and updates.
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Appointment scheduling and reminders.
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Customer service communications.
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Financial education and newsletters.
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Marketing and promotional information concerning investment, retirement, life insurance, and annuity products and services.
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2. Consent to Receive Messages
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By affirmatively selecting an SMS consent checkbox on our website or completing another authorized enrollment process, you agree to receive the types of text messages identified in the applicable consent disclosure.
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Your consent is voluntary and is not a condition of purchasing any goods or services or registering for an educational seminar.
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If our enrollment process requires a confirmation response, recurring messages will begin only after you complete that confirmation.
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Consent to receive messages from a third-party seminar registration provider does not automatically constitute consent to receive marketing messages from Link Financial Benefits.
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3. Message Frequency
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Message frequency varies based on your enrollment preferences, scheduled appointments, upcoming seminars, and other communications you have requested.
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Messages may be recurring.
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4. Message and Data Rates
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Message and data rates may apply.
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Your mobile carrier may charge you for sending or receiving text messages according to your wireless service plan.
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5. Opting Out
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You may opt out of SMS communications at any time by replying STOP to any message from our program.
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After your request is processed, you will no longer receive messages covered by your withdrawal of consent, except for a permitted confirmation or other communications authorized by applicable law.
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You may also contact our office to request removal from our SMS messaging program.
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6. Customer Support
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For assistance, reply HELP to a text message.
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You may also contact Link Financial Benefits at:
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Phone: 855-561-LINK (5465)
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Email: support@linkfinancialbenefits.com
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7. Mobile Carrier Disclaimer
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Wireless carriers are not responsible for delayed or undelivered messages.
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Message delivery depends on your mobile carrier, network availability, and device compatibility.
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8. Privacy
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Your privacy is important to us.
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We do not sell or share mobile telephone numbers or SMS opt-in consent information with third parties or affiliates for their own marketing or promotional purposes.
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Information may be processed by contracted service providers as necessary to deliver authorized messages.
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For additional information about our information practices, please review our Privacy Policy
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9. Changes to the Program
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Link Financial Benefits may modify or discontinue its SMS messaging program.
Where required by applicable law, we will provide notice or obtain additional consent before making material changes to the messaging program.

