Savant Wealth Management
Communications Terms and Conditions as of February 6, 2025
1. GENERAL COMMUNICATIONS TERMS
These Communications Terms and Conditions (the “Terms”) apply to all communications sent by Savant Wealth Management (“Savant”), including phone calls, emails, and webpage interactions. Specific terms and conditions for text messages (SMS) are detailed further below.
These Terms contain a binding arbitration provision, which includes a waiver of your right to bring claims as class actions.
Our Privacy Policy also applies to the Terms and is available at https://savantwealth.com/privacy-data-security/
What communications am I agreeing to?
By providing Savant a phone number, you agree to receive calls, to any phone number(s) you provide, for informational or promotional purposes from or on behalf of Savant, even if your number is on do-not-call lists. You also certify that the number(s) you provide are correct and that you are authorized to enroll the designated number(s) to receive such calls. You acknowledge and agree that calls may be sent using an automatic telephone dialing system or other automated equipment. Consent to receive calls for promotional purposes is not required as a condition to receive our services.
You further agree that all calls with Savant may be recorded for quality assurance and other purposes. To the extent you provide an email address to Savant, you also agree to receive emails from Savant.
What if I no longer want to receive promotional calls?
To stop all promotional calls, you may ask to be added to Savant’s internal do not call list by calling 866-489-0500 and speaking with a Savant representative, emailing [email protected], or sending a written request to the attention of the Marketing Department, 190 Buckley Drive, Rockford, IL 61107. Please allow up to 30 days for your request to be processed.
What if I no longer want to receive emails?
You can unsubscribe from Savant marketing emails at any time by clicking the unsubscribe link at the bottom of any such email. Please allow 10 days for your request to be processed.
What if I want more info?
You may contact Savant at 866-489-0500.
2. TEXT MESSAGE (SMS) TERMS
Savant is pleased to provide an SMS message program that allows clients, prospective clients, retirement plan participants, and employment candidates to receive text messages from Savant, including messages with links to webpages with additional information about Savant and its services, text messages to confirm appointments, text messages for authentication purposes, and text messages relating to employment opportunities. These Terms also apply to text messages sent for other purposes.
Clients and prospective clients agree to these Text Message (SMS) Terms when they provide their phone number to Savant. Prospective clients and employment candidates, agree to these Text Message (SMS) Terms when they opt-in to receiving text messages.
What communications am I agreeing to?
When you agree to receive text messages from or on behalf of Savant, you agree to receive text messages at any phone number you provide, even if your number is on do-not-call lists. You also certify that any number you provide is correct and that you are authorized to enroll the designated number to receive such text messages. You acknowledge and agree that text messages may be sent using an automatic telephone dialing system or other automated equipment. Consent to receive text messages for promotional purposes is not required as a condition to receive our services. The text messages may not be compatible with all phone models and mobile services, and standard message and data rates may apply. Savant is not liable for transmission delays or message failures.
You may unsubscribe from receiving messages about a program at any time by replying STOP, QUIT, CANCEL, END, UNSUBSCRIBE to any text message you receive from or on behalf of Savant about that program.
For more information or customer care, text HELP or call us at 866-489-0500.
Who are the participating carriers?
AT&T, T-Mobile®, Verizon Wireless, Sprint, Boost, U.S. Cellular, Google Voice, Cellular One, MetroPCS, Cellcom, Cellular South, Carolina West Wireless, Interop, ClearSky, nTelos, and Virgin Mobile.
3. DISPUTES AND ARBITRATION
Except as expressly provided below, you agree that to the fullest extent permitted by applicable law any dispute arising out of or relating in any way to these Terms, communications between you and Savant, your consent to receive communications, and your relationship with Savant (as well as affiliates and vendors acting on its behalf, all of which are intended beneficiaries of this agreement) prior to executing a client agreement or starting employment will be determined by arbitration, including the scope and applicability of the agreement to arbitrate contained in this section. After executing a client agreement, that agreement’s terms (including its arbitration terms) shall control and likewise require arbitration of disputes with Savant to the maximum extent permitted by law. After starting employment, the terms of your employment shall control.
Any arbitration will be before the Judicial Arbitration and Mediation Service (“JAMS”) office located in San Francisco, California; San Diego, California; Chicago, Illinois; New York, New York; Washington, D.C.; or Atlanta, Georgia, whichever location is closest to your last address of record on file with Savant (or, in the event that you have not provided an address to Savant, the location closest to your primary address at the time of the dispute) before one arbitrator who will be a retired judicial officer. Because the Terms memorialize a transaction in interstate commerce, the Federal Arbitration Act governs the interpretation and enforcement of these arbitration provisions.
Any claim for which applicable law (as determined by a final, binding court decision) or the applicable arbitration rules do not permit arbitration and require adjudication in a specific civil court will not be subject to arbitration but will instead be adjudicated in the appropriate court with jurisdiction over the claim. Any claim that is arbitrable, however, shall be severed from proceedings in court and separately arbitrated to the maximum extent permitted by law.
You also agree that any claim you assert will not be joined, for any purpose, with the claim or claims of any other person or entity, and the arbitrator shall have no jurisdiction to certify any class or proceed with any class action. The arbitration will be administered by JAMS pursuant to the Comprehensive Arbitration Rules and Procedures, and the proceedings and award shall be kept in strict confidence by both you and Savant. The laws of the State of Delaware, including but not limited to any applicable Delaware statutes of limitation and Delaware common law construing those statutes, will govern the legal rights of the parties, except that the Federal Arbitration Act (FAA) applies to all issues regarding the enforceability and scope of the requirement to arbitrate, and any conflicts between the FAA and other law will be resolved in favor of the FAA and in favor of arbitration. The arbitration will be final and binding, and judgment on the award may be entered in any court having jurisdiction. YOU UNDERSTAND THAT BY AGREEING TO ARBITRATION, YOU ARE WAIVING ALL RIGHTS TO SEEK REMEDIES IN COURT, INCLUDING BUT NOT LIMITED TO ANY RIGHT TO PROSECUTE ANY CLASS ACTION OR OTHER REPRESENTATIVE ACTION. YOU ALSO UNDERSTAND AND AGREE THAT TO THE FULLEST EXTENT PERMITTED BY LAW, YOU AND SAVANT HEREBY WAIVE THEIR CONSTITUTIONAL AND STATUTORY RIGHTS TO HAVE A TRIAL IN FRONT OF A JURY, EVEN FOR DISPUTES NOT SUBJECT TO ARBITRATION.
This arbitration provision will remain in force even if you opt-out of further communications with Savant. If any provision of this arbitration agreement is found unenforceable, the unenforceable provision shall be severed, and the remaining arbitration terms shall be enforced, except that if the class action waiver above is found unenforceable, the entire arbitration agreement is void, other than the jury waiver provision.
You can decline this arbitration agreement by timely writing via certified mail or a nationally recognized overnight delivery service to the Chief Compliance Officer, 190 Buckley Drive, Rockford, IL 61107 and providing the following information: (1) name; (2) address; (3) phone number; and (4) a clear statement that you wish to opt out of this arbitration agreement. To be effective, the opt-out notice must be mailed no later than 30 days after the date you become bound by the arbitration agreement. Please note that you will continue to be bound by any older arbitration provision that you did not out opt of and any other arbitration provision that governs the claims at issue.