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Terms of Use
PROVIDER, E2M, LLC, 715 Enterprise Drive, Oak Brook, IL 60523


NEWSLETTER CONTENT AND SENDING THE NEWSLETTERS OUT

SERVICE PROVIDED: We will send an email newsletter one time each month, on your behalf to your clients, prospects and referral sources. The subjects of the email will vary, but will include topics that are central to foundational estate plan planning, business planning or planning in the high net worth arena.

Each email message will be branded with your name and/or your firm name and will also include your company details in each newsletter, depending on subscription level.

All levels require payment by credit card. Your credit card will be charged monthly unless you decide to cancel the service.
Your card will be immediately charged for your first month of service.

PROVIDING A LIST OF NAMES:
You provide us with a list of contact information for each of the individuals you would like to email. The list can be in a .csv, dbase or Excel format and should include the name of the person, the email address, phone number and whether the contact is a client/prospect or professional. We can consult with you or your office staff to help you create and scrub your list.

All contact submissions are on a first-come first-serve basis. We will not intentionally mail the same contact name for two different Subscribers. However, in the event that we do import a name twice we agree to delete the record of the second to be added once notified of the duplicate. The responsibility is on you to notify us of duplicate mailings. Because there is no geographic exclusivity we cannot guarantee that any number of names that you submit will be accepted in our contact database.

WHO OWNS WHAT?
You agree that we own everything used to send the emails, including the email content, templates, information, and equipment used to send the emails and any web pages created for you. No use of the email template, copy, articles, our logos or other email information is to be used for any purpose by you unless otherwise agreed to in writing by us prior to any such use. All content used in the weekly email templates is used with the permission of the authors. No other use is permitted without prior approval of Provider and the article author. You own any information unique to you that is used in the email newsletters (name, firm name, picture, and logo.) We agree that no other use will be made of said material except with your written permission prior to any such use.

EMAIL FILTERS:
We shall not be responsible for any delivery failure of the weekly email due to spam filters, problems with internet service providers, general internet problems, viruses or for any other reason outside of our control.

IMAGES:
Some mail readers (outlook express, Gmail, etc.) block images contained in email until the reader clicks to allow images. We cannot be responsible for an email newsletter delivered without images visible. But we will include easy instructions on how to view the images should your readers choose that option.

CHANGE OF PREFERENCES AND UNSUBSCRIBES:
We will provide your readers with the ability to change preferences such as email delivery address. We will also provide recipients of your email newsletters the ability to unsubscribe. The unsubscribe process will be designed to comply with the CANSPAM act. We will also maintain a record of unsubscribes and report all unsubscribes to you as part of our regular weekly reporting to you. In order to insure that we comply with laws relating to spam, you agree to advise us if any of the contacts that you give to us request that their names be removed from the mailing list.

SUBMISSION OF ARTICLES FOR EMAILING:
As a Platinum Members you have the option to submit articles to be used in the customize text section in your newsletter. We will provide you with the process for delivering that content to us. We are not responsible for any damages that may occur for failing to include specific content you may provide in a specific newsletter. Especially content that may be date sensitive. You also may provide content to be used in our general newsletter mailings. We have sole discretion as to whether to publish such submitted articles. We reserve the right to edit any submissions for content or length. Submission constitutes permission to use the submitted article in current and future mailings, whether or not you are an active Subscriber at the time of subsequent mailings.

TERMINATION OF THIS AGREEMENT:
The parties to this agreement reserve the right to terminate this service for any reason at any time, without any prior notice.

COMPLIANCE APPROVAL � FINANCIAL ADVISORS:
Unless told otherwise, none of the articles have been submitted to any compliance department or other authority for approval. Determining whether or not you are required to obtain permission or approval prior to participating in this program is solely your responsibility. We are not responsible for any damages that accrue to you for participating in this program without obtaining the requisite approvals. We make no representations and warrant nothing about any compliance matter. We have made no attempt to ascertain that the sending of emails is permitted under the rules governing any professional license holders. Use of the newsletter without compliance approvals at your own risk and you agree that you will indemnify and hold us harmless for any damage that may accrue to you as a result of a failure to get appropriate regulatory approval.

COMPLIANCE APPROVAL � ATTORNEYS
If your state Bar Association or Regulatory Agency has determined that educational emails must be labeled as advertising, you must let us know. You must also tell us what needs to be included in your email communication to make them compliant. It is your duty to make sure that sending emails by attorneys to clients, prospects and others is a permitted activity. Use of the newsletter without first determining your compliance with applicable law is done at your own risk. You agree that you will indemnify and hold us harmless for any damage that may accrue to you as a result of a failure to properly determine that this is a permitted activity.

TAX ADVICE/DISCLAIMER
Each email newsletter will contain a tax advice disclaimer and a warning that the newsletter contains general information and should not be acted on without first obtaining advice from a qualified licensed professional. Each newsletter will contain a disclaimer that the information contained in the newsletter is not to be acted on without first seeking competent advice. You may insert a custom disclaimer.

LIMITATION OF LIABILITY
Notwithstanding any provision to the contrary, the total liability of Provider, including its employees, owners and consultants, for all losses, damages, costs, and expenses, including attorney's fees, shall not exceed the aggregate amount paid to Provider under this Agreement, regardless of the legal theory under which such liability is imposed.

CHOICE OF LAW
This agreement shall be interpreted under the laws of the State of Illinois. Any litigation under this agreement shall be resolved in the trial courts of Cook County, State of Illinois

DISPUTE RESOLUTION
All disputes, controversies, or claims arising out of or relating to this contract shall be submitted binding arbitration in accordance with the applicable rules of the American Arbitration Association then in effect.

MERGER
This Agreement contains the entire agreement of the parties with respect to the subject matter of this Agreement, and supersedes all prior negotiations, agreements and understandings with respect thereto. This Agreement may only be amended by a written document duly executed by all parties.

PRONOUNS
Pronouns in masculine, feminine and neuter genders shall be construed to include any other gender, and words in the singular form shall be construed to include the plural and vice versa, unless the context otherwise requires. Wherever the term "we" is used it shall mean the Provider. Wherever the terms, "you" or "your" are used they shall mean the Subscriber.

SAVINGS CLAUSE
If any provision of this Contract is held unenforceable, then such provision will be modified to reflect the parties' intention. All remaining provisions of this Contract shall remain in full force and effect.

ASSIGNABILITY. This Agreement shall not be assignable by either party without the consent of the other.

Terms of Use
PROVIDER, E2M, LLC, 715 Enterprise Drive, Oak Brook, IL 60523


NEWSLETTER CONTENT

SERVICE PROVIDED: We will send 3 original articles to you each month. The subjects will vary, but will include topics that are central to foundational estate plan planning, business planning and planning in the high net worth arena.

You may use all or part of the 3 articles in your business as you see fit. Common uses include newsletters, LinkedIn or other social media posts. The articles cannot be resold or distributed to others for re-use.

COST: The Cost is $49 per month charged via credit card until you cancel the service. If you cancel the service your right to continue to use the articles in any form is expressly terminated.

WHO OWNS WHAT?
All articles are provided with permission of E2M, LLC. You may use the content in whole or in part as described above so long as you subscribe to our service.

EMAIL FILTERS:
We cannot be responsible for any delivery failure of our monthly email to you due to spam filters, problems with internet service providers, general internet problems, viruses or for any other reason outside of our control. However, we will make the articles available in an online file each month which will be accessible to you whether you receive a monthly notification letter or not.

LIMITATION OF LIABILITY
Notwithstanding any provision to the contrary, the total liability of Provider, including its employees, owners and consultants, for all losses, damages, costs, and expenses, including attorney's fees, shall not exceed the aggregate amount paid to Provider under this Agreement, regardless of the legal theory under which such liability is imposed.