WAI MEMBERSHIP TERMS
Last Updated: January 1, 2024
By purchasing or using a WAI Membership, you agree to the following terms and conditions, which supplement and form a part of the WAI Terms of Service. Capitalized terms not defined here have the meaning given to them in the WAI Terms of Service.
A “Membership” is a limited right to access and use the WAI Services and WAI Site, as designated by WAI from time to time, subject to the Terms of Service, including these Membership Terms. A “Member” is any individual who activates and pays the Membership Fee for a Membership, including any individual who pays the Membership Fee for a Membership with an activation code (“Activation Code”), and thereby holds a WAI Membership for personal, non-commercial use, except as otherwise explicitly authorized by WAI in writing, subject to the Terms of Service, including these Membership Terms.
Membership Fee, Access Period, Offers and Activation Codes
Membership Fee. The fee to purchase a Membership is $495, or as may be designated by WAI, at WAI’s discretion, at the time of purchase of the Membership (the “Membership Fee”).
Access Period. Purchase of a Membership provides a Member with the right to access and use the WAI Services and WAI Site, as designated by WAI from time to time, subject to the Terms of Service, including these Membership Terms, for a period of up to one hundred and fifty (150) days, after which Membership will conclude and terminate and, except for such materials explicitly designated as allowed for limited use after termination of Membership by Members otherwise subject to and in compliance with the Terms of Service, all rights to access and/or use the WAI Site and WAI Services associated with Membership shall also terminate.
Other Offers. WAI may offer additional promotions or discounts related to Memberships from time to time. Please read the details of those offers carefully, as any additional terms presented during the signup process will form part of these Membership Terms. Unless specified in writing, all discount offers that require payment are non-refundable. Any trial or other promotion must be used within the specified time frame of the trial or promotion. You may be required to have a valid payment method on file to initiate a trial; in this case, if you do not cancel before your trial period ends, your account will be converted to a paid Membership and charged per these Membership Terms.
Activation Codes. Your Membership may have been paid for with an Activation Code at the time of Membership activation. A Member who activates a Membership with an Activation Code will be required to complete Account Registration (as provided below), provide all required information, including up-to-date billing information at the time of activation, and otherwise comply with the WAI Terms of Service, including these Membership Terms. Failure to provide all required Account Registration information will prevent you from successfully activating your Membership or using your Activation Code. Activation Codes have no cash value, even if tied to a set prepaid Membership period. Activation Codes have no property value. Activation Codes cannot be purchased or sold, redeemed for cash or credit or any other monetary value or currency, or used to pay debts. Activation Codes may not be assigned, transferred, traded, or pledged to any third party by the recipient except as may be expressly authorized by WAI. Activation Codes cannot be transferred by operation of law, such as by inheritance, in bankruptcy, or in connection with a divorce. Activation Codes that are sold, transferred, or assigned may be rescinded, voided, or confiscated at WAI’s discretion. Activation Codes are available only to the designated recipient at the time of issuance of the Activation Code and only if the recipient completes Account Registration and otherwise consents to and complies with the WAI Terms of Service, including these Membership Terms. WAI will decide disputes as to the owner of the Activation Code in its sole and absolute discretion.
Account Registration
Account Registration. You can register by successfully completing a WAI purchase, including with an Activation Code, or by creating an account on the WAI Site or an App, as further described in our Terms of Service. All information you provide must be accurate, including your name, address, credit, debit, or charge card numbers, expiration dates, and any other payment information. You are responsible for keeping such information up-to-date and must provide changes promptly to your account page, which may be accessed through the WAI Site. WAI’s use of your information is governed by our Privacy Policy. YOU MUST PROMPTLY NOTIFY US OR OUR PAYMENT PROCESSORS IF YOUR PAYMENT METHOD IS CANCELED (E.G., FOR LOSS OR THEFT) OR IF YOU BECOME AWARE OF A POTENTIAL BREACH OF SECURITY, SUCH AS THE UNAUTHORIZED DISCLOSURE OR USE OF YOUR USERNAME OR PASSWORD.
Any individual who creates an account on the WAI App but does not purchase a Membership and is not included under the account of a Member shall comply with WAI’s Terms of Service as if they were a “Member” under such agreements and is subject to the Suspension/Termination by WAI section below as if they were a “Member.”
Termination or Cancellation of Subscription
Cancellation of Membership. Membership purchases are non-refundable. If you cancel your Membership, you will no longer be able to use your Membership as of the date of cancellation, and no refund will be issued.
Suspension/Termination by WAI. WAI may immediately terminate or suspend your account and all or a portion of your Membership or your access to the WAI Site or App without notice if:
- your payment is overdue (provided that we will use reasonable efforts to notify you of the overdue payment before we terminate or suspend);
- you provide false or inaccurate information;
- you violate these Membership Terms, the Terms of Service or any other WAI rules or agreements then in effect;
- you engage in conduct that is a violation of any applicable law or tariff (including, without limitation, copyright and intellectual property laws); or
- if you engage in conduct that is threatening, abusive, or harassing to WAI employees, agents, or other WAI users, including, for example, making threats to physically harm or damage property.
If WAI determines, in its sole discretion, that your Membership is being accessed in an impermissible commercial setting or is for impermissible commercial use, WAI reserves the right to terminate or suspend your Membership at any time by writing to you at the email address associated with your Membership.
If we terminate or suspend your Membership or access to the WAI Site or App, your license to use any software or content provided in connection with the Membership, and your rights to access and use the WAI Site and WAI Services, is also terminated or suspended (as applicable). If your Membership or access to the WAI Site or App is terminated, WAI has the right to immediately delete all data, files, and other information stored in or for your account without further notice. You must pay all charges up to and including the date of termination. Should you wish to resume your Membership after any suspension, a restoration of service fee may apply. This fee includes all past-due unpaid charges and other fees.
Payment
Amount to be Charged. Members agree to pay the Membership Fee when they purchase their Membership (plus any applicable taxes and other charges). If the amount to be charged varies from the amount pre-authorized (other than due to the imposition of, or change in, applicable sales tax), Members have the right to receive, and we will provide, notice of the amount to be charged and the date of the charge before the scheduled date of the transaction, unless applicable law requires Members to consent to the change in price expressly. Any agreement you have with your payment provider governs your use of your specified payment method.
Billing Authorization. You may be asked to provide a payment method (such as a credit, charge, or debit card number) that we accept, along with other payment information, to activate your Membership, including Memberships paid for with an Activation Code, along with other payment information. You represent and warrant that you have the legal right to use all payment method(s) you provide us. Your authorizations in this section also apply to our payment processors and other companies acting as billing agents for us. You hereby authorize us to charge your specified payment method, in advance, for your Membership(s) and/or to place a hold on your payment method for any unpaid charges for your Membership(s). You authorize the issuer of your selected payment method to pay any amounts described herein without requiring a signed receipt. You agree that these Membership Terms shall be accepted as authorization to the issuer of the payment method to pay any amounts described herein without requiring a signed receipt from you. You authorize us to continue to attempt to charge and/or place holds for all sums described herein, or any portion thereof, to your payment method until such amounts are paid in full. You agree to provide updated payment information upon request, and at any time, the information you previously provided is no longer valid. You acknowledge and agree that neither WAI nor any WAI representative or agent will have any liability whatsoever for any insufficient funds or other charges incurred by you due to attempts to charge and/or place holds on your specified payment method as contemplated by these Membership Terms. If you provide a debit card number instead of a credit card number, you authorize all charges described herein to be applied to such debit card unless and until you provide a credit card number.
Third-Party Payment Processors. You agree to pay us, through our payment processors, all charges at the prices then in effect for any purchase in accordance with the applicable payment terms presented to you at the time of purchase. You agree to make payment using the payment method you provide when you set up your account. We reserve the right to correct or instruct our payment processors to correct any errors or mistakes, even if payment has already been requested or received.
Bill Inquiries and Refunds. If you believe you have been billed in error for a Membership, please notify us within 30 days of the billing date by contacting us at the below contact information and WAI will review and determine whether a billing error has occurred that would warrant a refund. WAI will not issue refunds or credits for claims of a billing error after the expiration of this 30-day period, except where required by applicable law.
Wealth Agent Institute, LLC
P.O. Box 26009
Collegeville, PA 19426-6009