Legacy Wise Membership Enrollment — Insider | VIP

Legacy Wise Membership Enrollment — Insider | VIP | Premier

Customer-facing recurring paid membership enrollment and registration for Legacy Wise Advisors, Inc. Enrollment is not active until payment is successfully completed and confirmed.
Member Information
First Name
Last Name
Email
example@example.com
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Preferred Contact Method
Companion Name
Referral Source
Notes
Membership Selection
Membership Tier
Billing Frequency
Membership Tier Pricing, Benefits, Caps, and Disclosures
Agreements and Consents
I have reviewed and agree to the Membership Terms and Benefit Rules
I expressly authorize recurring billing at the selected interval until canceled and understand the amount and frequency shown above
I understand membership automatically renews at the selected interval unless canceled before the next renewal charge
I understand cancellation stops future renewals and does not by itself create a refund for a completed membership period except where required by law
Email marketing consent
I consent to receive SMS/text messages from Legacy Wise Advisors, Inc. regarding customer service, registrations, events, experiences, transportation, reminders, advisory/service updates, and promotional communications consistent with the consent I provide. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing goods or services. Include visible references to Privacy Policy https://legacywiseconcierge.com/privacy-policy.html and SMS Terms & Conditions https://legacywiseconcierge.com/sms-terms.html.
I acknowledge the Privacy and Communications Notice
I acknowledge that membership is not insurance, legal, tax, investment, financial, or other professional advice, and does not guarantee availability, savings, reservations, tickets, transportation, upgrades, vendor performance, or outcomes. To the extent permitted by law, Legacy Wise is not responsible for third-party acts or omissions, schedule changes, cancellations, venue or provider rules, or circumstances outside reasonable control, and nothing here waives rights or remedies that cannot lawfully be waived
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Legacy Wise Membership Enrollment — Insider | VIP | Premier

Member Information

Membership Selection

Agreements and Consents