INFORMATION WE COLLECT

We may collect:

• Full name
• Email address
• Phone number
• Mailing address
• IP address and device data
• Payment information (processed by third parties)

We do not collect full financial account numbers directly on our funnels.

HOW WE USE INFORMATION

We use information to:

• Register you for webinars
• Deliver quiz results
• Send appointment reminders
• Send marketing communications
• Process payments
• Improve marketing performance
• Provide financial education services

SMS COMMUNICATIONS

When you provide your phone number, you consent to receive transactional SMS messages related to your registration, quiz results, appointments, or services.

If you separately opt into marketing SMS, you consent to receive recurring promotional messages.

Message frequency varies. Message and data rates may apply.

You may opt out at any time by replying STOP. After opting out, you will receive one final confirmation message.

Consent to marketing SMS is not a condition of purchase.

EMAIL COMMUNICATIONS

By providing your email, you consent to receive marketing and informational emails. You may unsubscribe at any time.

PAYMENT PROCESSING

Payments are processed via:

• Stripe
• Authorize.net
• PayPal

We do not store full credit card numbers. Payment processors comply with PCI-DSS security standards.

THIRD-PARTY PROVIDERS

We may share information with:

• GoHighLevel (CRM & automation)
• Twilio (SMS delivery)
• Stripe, Authorize.net, PayPal (payment processing)
• Advertising platforms (Meta, Google)

We do not sell personal information.

DATA SECURITY

We implement reasonable safeguards but cannot guarantee absolute security.

CHILDREN

Our services are not directed to individuals under 18. We do not knowingly collect information from minors.

DATA REQUESTS

To request access, correction, or deletion of your information, contact:

[email protected]
East Claiborne Square, Suite 334, Hampton, Virginia [ZIP]

POLICY UPDATES

We may update this policy at any time. Changes will be posted with updated effective date.