Privacy Policy.

Elevate Wealth Strategies LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://elevatewealthstrategies.net, submit forms, or communicate with us via phone, SMS, or email.

1. Information We Collect

We may collect personal information including, but not limited to:

• Name
• Phone number
• Email address
• Retirement or financial-related information voluntarily provided
• Communication preferences

Information is collected when you submit forms, request information, schedule consultations, or opt in to receive communications.

2. How We Use Your Information

We use your information to:

• Respond to inquiries and provide requested services
• Deliver information related to Indexed Universal Life Insurance (IULs) and annuities
• Send appointment confirmations, reminders, and follow-up messages
• Provide customer support and service updates
• Communicate via phone calls, SMS messages, and email

3. SMS & Communication Consent

By providing your phone number and opting in through our website, forms, or other channels, you consent to receive text messages from Elevate Wealth Strategies LLC related to customer care, appointment reminders, and marketing communications.

• Message frequency may vary
• Message and data rates may apply
• You may opt out at any time by replying STOP
• Reply HELP for assistance

We do not send unsolicited messages and do not sell, rent, or share SMS consent with third parties or affiliates for marketing or promotional purposes.

4. Information Sharing & Data Privacy

We are committed to protecting your personal information.

No Sharing of Personal Data:
We do not sell, rent, trade, or otherwise share your personal information, including phone numbers and SMS consent, with third parties or affiliates for marketing or promotional purposes.

Permitted Data Sharing:
We may share your information only in the following limited circumstances:

• With trusted service providers who assist in operating our business (e.g., CRM platforms, messaging providers)
• If required by law, regulation, or legal process
• In connection with a business transfer such as a merger, sale, or acquisition
• With your explicit consent

All service providers are contractually obligated to protect your data and use it solely for business operations.

5. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your personal data from unauthorized access, disclosure, or misuse.

6. Your Rights & Choices

You have the right to:

• Opt out of SMS messages at any time by replying STOP
• Request access to, correction of, or deletion of your personal data by contacting us

7. Cookies & Tracking

Our website may use standard cookies or analytics tools to improve functionality and user experience. These technologies do not collect sensitive personal information.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.

9. Contact Information

(Recommended for Approval)

If you have any questions about this Privacy Policy or your data, please contact us:
Elevate Wealth Strategies LLC
Info@elevatewealthstrategies.net
480-848-4174