Terms and Conditions


These Terms and Conditions govern your use of this website and your relationship with Smart Planning System (hereinafter referred to as "the Company", "we", "us", or "our"). By accessing or using this website, you agree to be bound by these Terms and Conditions. If you disagree with any part of these terms, please do not use our website.

Use of the Website

2.1 You are permitted to use our website for your own purposes and to print and download material from this website provided that you do not modify any content without our consent.

2.2 Material on this website must not be republished online or offline without our permission.

2.3 The copyright and other intellectual property rights in all material on this website are owned by us or our licensors and must not be reproduced without our prior consent.

Acceptable Use

3.1 You must not use our website in any way that causes, or may cause, damage to the website or impairment of the availability or accessibility of the website; or in any way which is unlawful, illegal, fraudulent, or harmful, or in connection with any unlawful, illegal, fraudulent, or harmful purpose or activity.

3.2 You must not use our website to copy, store, host, transmit, send, use, publish, or distribute any material which consists of (or is linked to) any spyware, computer virus, Trojan horse, worm, keystroke logger, rootkit, or other malicious computer software.

3.3 You must not conduct any systematic or automated data collection activities (including without limitation scraping, data mining, data extraction, and data harvesting) on or in relation to our website without our express written consent.

Privacy Policy

Your use of this website is also governed by our Privacy Policy, which is incorporated into these Terms and Conditions by this reference. To view the Privacy Policy, please click on the link provided on our website.

Text Messages

By providing your phone number, you consent to receive text messages from the business for communication purposes related to your inquiries, appointments, or other interactions with Smart Planning System.

Changes to Terms and Conditions

We reserve the right to update or modify these Terms and Conditions at any time without prior notice. Any changes will be effective immediately upon posting on this page. Your continued use of the website after any such changes constitutes your acceptance of the new Terms and Conditions.

Contact Information

If you have any questions about these Terms and Conditions, please contact us at (919) 349-931959.

By using this website, you agree to these Terms and Conditions in their entirety. If you do not agree to these Terms and Conditions, please refrain from using our website.

Smart Planning System


Medicare / Medigap

Term Life Insurance

Burial Insurance

Smart Planning System

Wake Forest, North Carolina

Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.

Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Smart Planning System