Terms of Use

The Service is intended for licensed insurance and investment advisors and other financial professionals operating in Canada. You are responsible for ensuring your use of the Service complies with the rules of your regulators, your MGA, and any carriers you represent.

My Advisor Cockpit is a productivity and document-assembly tool. It helps you run meetings, perform calculations, and assemble and fill PDF documents. It is a data-entry and assembly aid only.

The Service does not provide financial, tax, insurance, or legal advice, does not make recommendations, and does not assess the suitability of any product for any person. All professional judgment, advice, and compliance obligations remain entirely yours. You are solely responsible for the accuracy of the information you enter and the documents you produce, and for verifying every figure against current rules and the actual product illustration before relying on it.

Calculators and reference materials use tax figures, contribution limits, and benefit amounts verified for the 2026 tax year. These change over time and may contain errors. Outputs are illustrative, assume the inputs you provide, and are not guaranteed. You must independently verify all results.

You may upload PDF forms and enter information to fill them. You are responsible for having the right to use any form, template, or document you upload, including any carrier- or organization-owned material. The Service does not grant you any rights in third-party forms.

My Advisor Cockpit is an independent product. It is not affiliated with, endorsed by, or sponsored by World Financial Group (WFG / WFGIA) or any insurer, carrier, or regulator. Any such names are used only to describe document compatibility.

You agree not to misuse the Service, including by attempting to disrupt it, reverse engineer it, access it without authorization, or use it for any unlawful purpose, or in a way that would violate the privacy or rights of any client or third party.

The Service is provided “as is” and “as available,” without warranties of any kind, whether express or implied, including fitness for a particular purpose and accuracy. We do not warrant that the Service will be uninterrupted, error-free, or that any calculation or document will meet your or your regulator’s requirements.

To the maximum extent permitted by law, My Advisor Cockpit and its operator will not be liable for any indirect, incidental, special, or consequential damages, or for any loss arising from your use of — or inability to use — the Service, including any reliance on its calculations or documents.

We may update these terms from time to time. Continued use of the Service after changes take effect constitutes acceptance of the updated terms.

Questions about these terms can be raised through the account you used to sign up. We will provide a dedicated contact address before commercial launch.