Effective Date: January 1, 2025

At The Wealth Professionals / Levels Agency LLC, we respect and value your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, register for seminars, request financial information, or otherwise engage with us. Please read this policy carefully to understand our practices regarding your personal data.

1. Information We Collect

We collect several types of information, including:

Personal Identification Information

Name, email address, phone number, mailing address, and other similar contact data.

Technical Information

IP address, browser type, operating system, device identifiers, and browsing habits collected through cookies and similar technologies.

Usage Data

Information about how you interact with our website, including pages visited, time spent on pages, links clicked, and features used.

Transaction Information

If you make purchases or enter into financial transactions with us, we collect payment details and related transaction information.

2. How We Use Your Information

We may use the information we collect for the following purposes:

To provide and maintain our services.

To process transactions and fulfill service requests.

To improve website functionality and user experience.

To communicate with you regarding updates, promotions, educational content, and service-related information.

To comply with legal and regulatory obligations.

To deliver SMS communications (as described below).

3. SMS Communications & Consent

By providing your phone number and opting in, you expressly consent to receive SMS/text messages from The Wealth Professionals and its licensed representatives.

Types of SMS Messages You May Receive

If you opt in to receive SMS communications, you may receive messages including but not limited to:

Appointment confirmations and reminders

Seminar and event notifications

Follow-up messages regarding financial consultations

Updates regarding insurance or financial service inquiries

Promotional offers and educational content related to financial services

Business opportunity information

Message frequency varies depending on your engagement and service activity.

Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan.

Opt-Out Instructions

You may opt out of SMS communications at any time by replying:

STOP to unsubscribe.
You may reply HELP for assistance.

After you send STOP, you will receive one final confirmation message confirming your opt-out. No further SMS messages will be sent unless you opt in again.

Carrier Liability Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

Consent Not Required for Purchase

Consent to receive SMS messages is not a condition of purchasing any goods or services.

4. Information Sharing and Disclosure

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support services (such as customer service providers, CRM platforms, or communication platforms) is permitted to support business operations.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Legal Obligations

We may disclose your information when required by law in response to subpoenas, court orders, regulatory requests, or other legal processes.

5. Data Security

We are committed to protecting your personal information. We use industry-standard administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction.

However, no data transmission over the internet or mobile network can be guaranteed as 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience. Cookies help us:

Remember your preferences

Improve website performance

Analyze user behavior

Optimize marketing efforts

You may disable cookies through your browser settings, though some site functionality may be limited.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal data, including:

The right to access your personal information

The right to correct inaccurate information

The right to request deletion of your data

The right to restrict or object to processing

The right to withdraw consent where consent is the legal basis

To exercise these rights, please contact us using the information below.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date. Continued use of our services after changes are posted constitutes acceptance of those changes.

9. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Email: [email protected]
Company Name: The Wealth Professionals