1. Products & Services Description 

We provide comprehensive marketing and support services for independent financial advisors and insurance agents, including: 

- Turnkey seminar marketing solutions 

- Online lead generation systems 

- Wingman CRM (custom-built client relationship management system) 

- Marketing assistance and strategy 

- High-level training events 

- Partnership programs based on production tiers: 

  • Tier 1 ($1M–$3M): Basic marketing support 

  • Tier 2 ($3M–$8M): Enhanced services 

  • Tier 3 ($8M+): Full-service support 

2. Purchase Currency 

- All transactions are processed in United States Dollars (USD) 

- International transactions will be converted at current exchange rates 

3. Customer Service Information 

- Phone: (866) 693-0269 

- Email: info@topgunmg.com 

- Response Time: Within 1 hour during business hours 

- Business Hours: Monday-Friday, 9 AM - 5 PM MST 

4. Fulfillment Policies 

- Service Activation: Within 24 business hours of payment confirmation 

- Initial Strategy Consultation: Scheduled within 48 hours 

- Marketing Materials Delivery: 5-7 business days 

- CRM Setup and Training: Within 1 week 

- Revenue Model: Override-based from indexed annuity business 

- Direct billing for marketing services 

5. Legal & Export Restrictions 

- Services limited to licensed financial advisors and insurance agents 

- Compliance with insurance company guidelines 

- Services available within the United States only 

- All services subject to applicable state and federal regulations 

6. Privacy Policy 

Our complete privacy policy can be found at https://topgunmg.com/privacy 

- All client data is protected and encrypted 

- Information sharing limited to necessary business operations 

- Compliance with financial industry regulations 

- No sale of personal information to third parties 

7. Business Address 

15169 N. Scottsdale Rd. #205 

Scottsdale, AZ 85254 

8. Promotional Terms  

- No current promotional offers at this time 

9. Website & Payment Security 

- SSL-encrypted website security 

- PCI DSS compliant payment processing 

- Secure data transmission and storage 

- Regular security audits and updates 

- Multi-factor authentication for CRM access 

10. Cancellation Terms

a) Service Cancellation - 30-day written notice required for service cancellation - Notice must be sent to info@topgunmg.com - All active marketing campaigns will be completed through the notice period - Access to Wingman CRM and marketing materials will be maintained through the notice period

b) Partnership Termination - No long-term contracts or exclusivity agreements required - Partners may terminate the relationship with 30-day notice - All override arrangements will be honored for business written during the partnership

11. Refund Policy

a) Marketing Services - Custom marketing materials and completed services are non-refundable - Pro-rated refunds available for prepaid services not yet rendered - Refunds will be processed within 15 business days of approval

b) Training Events - Full refund available up to 14 days before the event - 50% refund available 7-13 days before the event - No refunds available within 7 days of the event - Transferable to another advisor within your organization

12. Intellectual Property Upon Cancellation - All content created by Top Gun Marketing remains our intellectual property - Usage rights for marketing materials expire upon partnership termination - Clients must cease use of provided materials after the termination date

13. Data and Information - Client data will be securely transferred back to the advisor - CRM data will be available for export for 30 days after termination - All sensitive information will be securely deleted after 60 days

14. Outstanding Payments - Any outstanding override payments will be processed according to normal schedule - Final commission payments will be reconciled within 60 days of termination

15. Post-Cancellation Support - Basic transition support provided for 30 days after termination - Access to historical campaign data maintained for 60 days - Technical support for data migration available upon request

16. Accepted Payment Methods 

We accept all major credit cards: 

Visa, Mastercard, Discover, & American Express