Partner disclosure
PolicyWorkspace may receive compensation from partner links or routed actions in some products. Compensation must not affect calculations, explanations, product status, or source treatment.
Terms and disclosures
Core terms for using PolicyWorkspace
These terms describe the platform posture for calculators, estimators, guides, workflows, saved records, exports, and workspace access. Product pages carry their own domain-specific limits when needed.
Platform disclaimer
Planning tools only. PolicyWorkspace does not provide financial, tax, legal, insurance, lending, investment, employment, or fiduciary advice. Product pages explain the assumptions and source records behind their planning outputs.
User responsibility
Use product output as a planning aid. Verify final financial, tax, credit, business, or legal decisions with official sources and appropriate professionals.
Working terms
- • PolicyWorkspace products provide planning information only and are not professional advice.
- • Product outputs depend on the inputs, assumptions, source records, and effective dates shown by each product.
- • Users are responsible for verifying final decisions with official sources and qualified professionals.
- • Commercial relationships must not alter product calculations, explanations, recommendations, or source posture.
Domain limits
- • Borrowing products are not lender offers, approvals, underwriting decisions, or guarantees of terms.
- • Tax products are not tax advice and must use explicit tax-year assumptions.
- • Investment and savings products are not investment advice, forecasts, or guarantees of returns.
- • Business products can include domain-specific disclaimers where a workflow needs them.