Legal
Terms of Service
Last Updated: May 26, 2026
Welcome to Excelsius Financial. By accessing or using our website and services, you agree to be bound by these Terms of Service.
Services
Excelsius Financial provides financial education, life insurance consulting, and business partnership opportunities. We operate as part of World Financial Group, a Transamerica company.
Communications
By providing your phone number or email address through our website or booking forms, you consent to receive communications from Excelsius Financial. These may include appointment reminders, follow-up messages, and informational content related to our services. Message and data rates may apply. You may opt out at any time by replying STOP to any SMS message or contacting us directly.
Disclaimer
The information provided on this website is for educational purposes only and does not constitute financial, legal, or investment advice. Always consult a licensed professional before making financial decisions.
Privacy
Your personal information is handled in accordance with our Privacy Policy, available on this website.