No Agent-Client, Advisory, or Fiduciary Relationship Disclaimer – Insurance
Effective Date: March 2025
1. Purpose of This Disclaimer
This disclaimer clarifies that no agent-client, broker-client, advisory, or fiduciary relationship is created between you and Jason Bryan Ball, including when engaging with insurance-related content on this website, our YouTube Channel, or affiliated platforms.
By accessing or using this content, you acknowledge and accept the terms of this disclaimer.
2. No Professional Relationship Is Formed
Engaging with content on www.jasonbryanball.com or affiliated platforms does not establish any of the following relationships:
- Insurance agent-client relationship
- Insurance broker-client relationship
- Insurance consultant or advisor-client relationship
- Legal fiduciary duty
- Professional client or service relationship in any capacity
⚠️ We do not provide personalized insurance advice, services, or consultations through this platform.
3. Educational and Public Information Purposes Only
All insurance-related materials provided by Jason Bryan Ball are intended for:
- General educational and informational use
- Broader civic, economic, or financial awareness
- Public discourse, not individualized decision-making
➡️ This content is not a substitute for professional advice or services from a licensed insurance agent, broker, or financial adviser.
4. Jason B. Ball’s Background – Not Acting in a Professional Capacity
While Jason B. Ball holds respected credentials—including:
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
He is not acting in any insurance, advisory, or fiduciary capacity through this platform.
➡️ Jason’s role is strictly as an educator and public commentator. He does not offer insurance sales, product quotes, personalized underwriting advice, or client-specific consultations on this site.
5. Your Responsibility to Seek Licensed Advice
You are solely responsible for consulting with qualified professionals before taking any insurance-related actions, including:
- Purchasing, renewing, or canceling policies
- Comparing insurance products or selecting carriers
- Addressing personal risk or coverage needs
We encourage you to consult:
- Licensed insurance agents or brokers
- Risk management professionals
- Financial advisors or attorneys, as applicable
6. Limitation of Liability
Jason Bryan Ball and affiliated entities disclaim all responsibility for:
- Any losses, damages, or outcomes resulting from reliance on insurance-related content
- Any decisions made based on this platform without licensed consultation
➡️ Use of our content is at your own risk, and you are responsible for verifying its relevance and accuracy with a licensed expert.
✅ 7. Summary Table – Key Takeaways
| Aspect | Summary |
|---|---|
| No Relationship Formed | No professional, advisory, or fiduciary relationship exists |
| Educational Use Only | Content is for general education, not personal advice |
| Jason’s Role | Not acting as an agent, advisor, or fiduciary through this platform |
| User Responsibility | Users must seek professional guidance before making decisions |
| Liability Disclaimer | We disclaim responsibility for outcomes of insurance decisions |
8. Contact for Clarification
If you have questions or concerns about this disclaimer:
📧 Email: [email protected]
📄 Subject Line: Insurance Relationship Disclaimer Inquiry
9. Related Disclaimers & Policies
- General Insurance Content Disclaimer
- Licensing and Representation Disclaimer
- Product & Carrier Neutrality Disclaimer
- Risk of Insurance Decisions Disclaimer
- General Website Disclaimer
- Affiliate & Sponsorship Disclosure
