Terms of Service

Last updated: September 4, 2026

These Terms of Service (“Terms”) govern your use of the website montreecapitalllc.com and the services provided by Montree Capital LLC (“Montree Capital,” “we,” “us,” or “our”). By accessing our website or communicating with us, you agree to these Terms.

Our Services

Montree Capital LLC is an independent life insurance brokerage. We help clients compare and obtain life insurance coverage from third-party insurance carriers. We do not underwrite insurance policies ourselves, and issuance of any policy is subject to the approval of the applicable carrier.

No Guarantee of Coverage

Information provided on this website is for general purposes only and does not constitute a binding offer of insurance. Rates, eligibility, and coverage are determined by insurance carriers and are subject to change and underwriting approval.

Communications Consent

By providing your contact information, you agree that we may contact you by phone, email, and—where you have opted in—SMS text message regarding your inquiry and our services. Messaging terms, including how to opt out by replying STOP, are described in our Privacy Policy.

Acceptable Use

You agree not to use our website or services for any unlawful purpose, to submit false information, or to interfere with the operation of the site.

Intellectual Property

All content on this website, including text, logos, and graphics, is the property of Montree Capital LLC or its licensors and may not be used without permission.

Limitation of Liability

To the fullest extent permitted by law, Montree Capital LLC is not liable for any indirect, incidental, or consequential damages arising from your use of our website or services.

Changes to These Terms

We may update these Terms from time to time. Continued use of our website after changes are posted constitutes acceptance of the updated Terms.

Contact Us

Questions about these Terms? Contact Montree Capital LLC: