Terms & Conditions

Last updated: May 24, 2024

Read more about how Safe Harbor Retirement protects your information

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Terms & Conditions

Last updated: May 24, 2024

Read more about how Safe Harbor Retirement protects your information

Safe Harbor Retirement, www.safeharborip.com, is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of this website, www.safeharborip.com, constitutes your agreement to all such terms, conditions, and notices.

Modification of These Terms of Use

Safe Harbor Retirement reserves the right to change the terms, conditions, and notices under which Safe Harbor Retirement's website is offered, including but not limited to the charges associated with the use of Safe Harbor Retirement's Website.

Description of Program

Users who submit their contact details will be enrolled in Safe Harbor Retirement's SMS communication program for SMS notifications, alerts & occasional marketing messages.

You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

If you experience issues with the messaging program, reply with the keyword "HELP" for more assistance, or reach out directly to [email protected].

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for messages sent to you from us and to us from you. You will receive varying message frequencies. For questions about your text plan or data plan, contact your wireless provider.

For privacy-related inquiries, please refer to our privacy policy.

Links to Third Party Sites

Safe Harbor Retirement's website may contain links to other Websites ("Linked Sites"). The Linked Sites are not under the control of Safe Harbor Retirement and Safe Harbor Retirement is not responsible for the contents of any Linked Site, including without limitation any link contained in a Linked Site, or any changes or updates to a Linked Site.

Safe Harbor Retirement is not responsible for webcasting or any other form of transmission received from any Linked Site. Safe Harbor Retirement is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by Safe Harbor Retirement of the site or any association with its operators.

No Unlawful or Prohibited Use

As a condition of your use of Safe Harbor Retirement's website, you warrant to Safe Harbor Retirement that you will not use Safe Harbor Retirement's website for any purpose that is unlawful or prohibited by these terms, conditions, and notices. You may not use Safe Harbor Retirement's website in any manner which could damage, disable, overburden, or impair Safe Harbor Retirement's website or interfere with any other party's use and enjoyment of Safe Harbor Retirement's website. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through Safe Harbor Retirement's website.

Use of Communication Services

Safe Harbor Retirement's website may contain bulletin board services, chat areas, news groups, forums, communities, personal web pages, calendars, and/or other message or communication facilities designed to enable you to communicate with the public at large or with a group (collectively, "Communication Services"), you agree to use the Communication Services only to post, send and receive messages and material that are proper and related to the particular Communication Service. By way of example, and not as a limitation, you agree that when using a Communication Service, you will not:

Defame, abuse, harass, stalk, threaten or otherwise violate the legal rights (such as rights of privacy and publicity) of others.

Publish, post, upload, distribute or disseminate any inappropriate, profane, defamatory, infringing, obscene, indecent or unlawful topic, name, material or information.

Upload files that contain software or other material protected by intellectual property laws (or by rights of privacy of publicity) unless you own or control the rights thereto or have received all necessary consents.

Upload files that contain viruses, corrupted files, or any other similar software or programs that may damage the operation of another's computer.

Conduct or forward surveys, contests, pyramid schemes or chain letters.

Download any file posted by another user of a Communication Service that you know, or reasonably should know, cannot be legally distributed in such manner.

Falsify or delete any author attributions, legal or other proper notices or proprietary designations or labels of the origin or source of software or other material contained in a file that is uploaded.

Restrict or inhibit any other user from using and enjoying the Communication Services.

Violate any code of conduct or other guidelines which may be applicable for any particular Communication Service.

Harvest or otherwise collect information about others, including e-mail addresses, without their consent.

Violate any applicable laws or regulations.

Safe Harbor Retirement has no obligation to monitor the Communication Services. However, Safe Harbor Retirement reserves the right to review materials posted to a Communication Service and to remove any materials in its sole discretion. Safe Harbor Retirement reserves the right to terminate your access to any or all of the Communication Services at any time without notice for any reason whatsoever.

Materials uploaded to a Communication Service may be subject to posted limitations on usage, reproduction and/or dissemination. You are responsible for adhering to such limitations if you download the materials.

Liability Disclaimer

The information, software, products, and services included in or available through Safe Harbor Retirement's website may include inaccuracies or typographical errors. Changes are periodically added to the information herein. This practice and/or its suppliers may make improvements and/or changes in Safe Harbor Retirement's website at any time. Advice received via this practice website should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice tailored to your situation.

Safe Harbor Retirement and/or its suppliers make no representations about the suitability, reliability, availability, timeliness, and accuracy of the information, software, products, services, and related graphics contained on Safe Harbor Retirement's website for any purpose. To the maximum extent permitted by applicable law, all such information, software, products, services, and related graphics are provided "as is" without warranty or condition of any kind. This practice and/or its suppliers hereby disclaim all warranties and conditions with regard to this information, software, products, services, and related graphics, including all implied warranties or conditions of merchantability, fitness for a particular purpose, title, and non-infringement.

To the maximum extent permitted by applicable law, in no event shall Safe Harbor Retirement and/or its suppliers be liable for any direct, indirect, punitive, incidental, special, consequential damages or any damages whatsoever including, without limitation, damages for loss of use, data or profits, arising out of or in any way connected with the use or performance of Safe Harbor Retirement's website, with the delay or inability to use Safe Harbor Retirement's website or related services, the provision of or failure to provide services, or for any information, software, products, services, and related graphics obtained through Anderson Medicare Group's website, or otherwise arising out of the use of Safe Harbor Retirement's website, whether based on contract, tort, negligence, strict liability or otherwise, even if Safe Harbor Retirement or any of its suppliers has been advised of the possibility of damages. Because some states/jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. If you are dissatisfied with any portion of Safe Harbor Retirement's website, or with any of these terms of use, your sole and exclusive remedy is to discontinue using Safe Harbor Retirement's website.

Copyright and Trademark Notices

All contents of this website are Copyright © 2026 Safe Harbor Retirement. All Rights Reserved. All logos are trademarks and service marks of Safe Harbor Retirement. All other trademarks, service marks and logos used in this website are the property of their respective owners.

Trademarks

The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

The example companies, organizations, products, people and events depicted herein are fictitious. No association with any real company, organization, product, person, or event is intended or should be inferred.

Any rights not expressly granted herein are reserved.

Notices

For any questions related to the Terms & Conditions, you can reach us:

Through Our Website: www.safeharborip.com

By Phone: (850)-818-8470

By Mail: 104 Parkgrove Ct, Cary, NC 27519

Looking for a First-Class Retirement Consultant?

Safe Harbor Retirement is committed to serving you at the highest level with all your income planning needs.

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Directories

Annuities are designed to be long-term insurance products. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Income benefit riders may be offered either built-in or for an additional cost.  Annuities are not guaranteed by FDIC or any other governmental agency, rather, all contractual guarantees are backed up by the claims paying ability of the individual Insurance Companies. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. We are not endorsed by, or affiliated with, the Social Security Administration or any other government agency.  Call for specific details and availability.

Anderson Medicare Group is committed to serving you at the highest level with all your Annuity needs.

National Producer Number: 1894224

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