Privacy Policy

1 Information We Collect

We may collect the following types of information:

• Personal Identifiers: Name, email address, phone number, and state of residence submitted through forms or our chat widget.
• Usage Data: Pages visited, time spent on pages, browser type, and referring URLs collected automatically via cookies and analytics tools (e.g., Meta Pixel).
• Communications: Messages you send us through forms, SMS, or email.

2 How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule strategy calls
• Send you information about life insurance and IUL solutions you requested
• Send SMS or email communications you have opted into
• Improve our website and marketing efforts
• Comply with applicable laws and regulations

3 SMS Communications

By submitting your phone number through our website or chat widget, you consent to receive SMS messages from Allied Mentors LLC (Allied Financial) regarding your insurance inquiry. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. For help, reply HELP or contact us using the details below.

4 Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share information with:

• Service providers who assist in operating our website and communications (e.g., CRM platforms, SMS providers)
• Regulatory bodies or legal authorities when required by law

5 Cookies and Tracking

We use cookies and tracking technologies, including the Meta Pixel, to understand how visitors interact with our site and to optimize advertising. You may disable cookies through your browser settings; however, some features of the site may not function properly.

6 Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7 Your Rights

Depending on your state of residence, you may have rights to access, correct, or delete your personal information. To exercise these rights, contact us using the information below.

8 Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Continued use of our website after changes constitutes your acceptance of the updated policy.