1. Acceptance of Terms
By engaging with MRE Consulting & Insurance (“MRE”), including but not limited to submitting documents, completing
intake forms, or using any of our services (consulting, insurance, tax, financial planning, technology, etc.), you (“Client”)
agree to be legally bound by these Terms and Conditions. If you do not agree to these terms, you may not use our
services.
2. Nature of Services and Limitations
MRE Consulting & Insurance provides advisory services, including but not limited to:
– Insurance consulting and brokerage
– Tax advisory and preparation
– Business consulting and management
– Financial and retirement planning
– Technology consulting and AI implementation
MRE is not a law firm or CPA firm, unless explicitly stated. Legal and tax representation may be performed only by duly
licensed professionals under MRE’s supervision. No Legal or Financial Guarantee: All services are provided “AS IS”
without any express or implied warranty.
3. Client Responsibilities and Data Accuracy
Clients agree to:
– Provide complete, accurate, and timely information.
– Upload documents through secure, MRE-approved platforms.
– Review all recommendations and documents provided by MRE for accuracy and completeness.
Client assumes full responsibility for any inaccuracies, omissions, or delays in the data submitted.
4. Data Handling and Security
Terms and Conditions of Service
MRE Consulting & Insurance commits to maintaining industry-standard safeguards to protect data. Client consents to
the collection, processing, transfer, and storage of their personal and business data.
5. Confidentiality
MRE maintains strict confidentiality and will not disclose Client information unless required by law, with client consent, or
necessary to fulfill services.
6. Limited Liability and Hold Harmless
To the fullest extent permitted by law, MRE, its officers, employees, agents, contractors, and affiliates (including
Matthew Epstein personally) shall not be liable for indirect, incidental, or consequential damages. The Client agrees to
hold harmless and indemnify MRE and Matthew Epstein personally from any claims arising out of misuse, inaccurate
data, or unauthorized access.
7. Dispute Resolution and Jurisdiction
All disputes shall first be submitted to confidential mediation in New York, NY. If unresolved, disputes shall be settled via
binding arbitration under AAA rules. These terms are governed by New York law.
8. Consent to Communication
Client agrees to receive communications via email, SMS, and phone, including AI-powered systems. Opt-out options are
available.
9. Service Modifications and Termination
MRE reserves the right to modify these Terms and refuse or terminate services at its discretion.
10. Third-Party Services and Tools
Terms and Conditions of Service
MRE may use third-party platforms (e.g., Google Workspace, Notion, Zapier) and is not responsible for their terms or
failures.
11. Record Retention and Destruction
Client files are retained up to 7 years, then securely destroyed without notice. Clients are responsible for maintaining
their own copies.
12. Client Acknowledgment
By using MRE services, the Client acknowledges understanding and agreement to these terms on behalf of themselves
and any associated business entities.
Contact Information
MRE Consulting & Insurance LLC
Website: www.MRECAI.com
Phone: 929-919-3574
Email: info@MRECAI.com
President: Matthew Epstein