Get Ready to Explore with Elevate Wealth Strategies

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 submitting your information or opting in through our website, forms, or other channels, you consent to receive transactional and informational messages from Elevate Wealth Strategies LLC.

• Message frequency varies
• Message & 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 engage in message sharing or resale.

4. Information Sharing

We do not sell or share your personal information with third parties for marketing purposes.

We may share data with trusted service providers (such as CRM, communication, and compliance platforms) solely to operate our business and provide services, all of whom are contractually obligated to protect your data.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

6. Your Rights & Choices

You may:

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

7. Cookies & Tracking

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

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.