Legal

SMS Messaging Policy

Last updated September 29, 2026

By providing your mobile phone number to Averis Financial Group (“Averis,” “we,” “us”), you consent to receive recurring automated and non-automated SMS messages as described below. This policy supports A2P 10DLC carrier registration and works alongside our Privacy Policy.

Types of messages we send

  • Application status updates and next steps;
  • Strategy call confirmations and reminders;
  • Agent-portal account approval and access notices;
  • Licensing and onboarding reminders; and
  • Occasional opportunities and announcements related to your application.

Message frequency

Message frequency varies. While your application is active or an interview is being scheduled, you may receive several messages per week. Once you are scheduled or onboarded, messages typically slow to a few per month. We do not send more than approximately 30 messages per month.

Opting out (STOP)

You can opt out of SMS messages at any time by replying STOP to any message (the keywords STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT are also honored). We will remove you from our messaging list promptly. You may still receive non-marketing, transactional messages required to complete an active booking or account action, where permitted.

Getting help (HELP)

Reply HELP to any message for help, or contact us at team@averis.agency or (800) 555-0192. If we cannot resolve your concern, you may also contact your mobile carrier.

Message and data rates may apply

Standard message and data rates charged by your mobile carrier may apply to the messages you receive from us. Check your wireless plan if you have questions.

Carrier disclaimer

Mobile carriers are not liable for delayed or undelivered messages. We cannot guarantee that every message will be delivered, and delivery may depend on your carrier and device.

How we handle your number

We store your mobile number and your consent record as described in our Privacy Policy. Your number may be shared with our SMS service providers and carriers solely to deliver messages and maintain compliance.

Changes to this policy

We may update this SMS Messaging Policy from time to time. Changes take effect when posted here with an updated “Last updated” date.

Contact us

Questions about our SMS practices? Contact Averis Financial Group at team@averis.agency or (800) 555-0192.

Questions?

Reach the Averis Financial Group team about this document or your data.