Effective Date: 1 January 2026
Elevate Life Financial Services, LLC ("Elevate Life Financial," "we," "us," or "our") values your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit elevatelifefinancial.com (the "Site"), communicate with us, request information, schedule appointments, or otherwise interact with our services.
1. Scope of This Policy
This Privacy Policy applies to personal information collected through:
- Our website
- Online forms and scheduling tools
- Email, phone, SMS/MMS, and other communications related to our services
It does not apply to third-party websites or services that may be linked from our Site.
2. Information We Collect
A. Information You Provide Directly
You may voluntarily provide personal information such as:
- Name
- Email address
- Phone number (including mobile number)
- Appointment or inquiry details
- Financial or insurance-related interests you choose to share
B. Information Collected Automatically
When you visit our Site, we may automatically collect:
- IP address
- Browser type and device information
- Pages visited and interaction data
- Approximate geographic location (derived from IP)
C. Information from Third Parties
We may receive information from service providers that support our operations or from partners you authorize.
3. How We Use Your Information
We may use personal information to:
- Respond to inquiries and provide requested services
- Schedule and manage appointments
- Communicate with you about your requests or relationship with us
- Send service-related messages (confirmations, reminders)
- Send marketing communications only where permitted and with consent
- Improve our website and services
- Maintain security and comply with legal obligations
4. How We Share Information
We do not sell personal information.
We may share information with:
- Service providers acting on our behalf
- Legal authorities when required
- Parties involved in business transfers
- Others with your consent
5. Data Retention
We retain personal information only as long as necessary for legitimate business or legal purposes.
6. Cookies and Tracking Technologies
We may use cookies or similar technologies to support site functionality and analytics. You can manage cookies through your browser settings.
7. Data Security
We use reasonable safeguards to protect personal information but cannot guarantee absolute security.
8. Your Privacy Rights
Depending on your state, you may request access, correction, deletion, or withdrawal of consent regarding your personal information.
9. SMS / MMS Messaging Policy
You may receive service-related or marketing text messages if you opt in.
Consent is not a condition of purchase.
Message frequency varies. Message and data rates may apply.
Reply STOP to opt out or HELP for assistance.
No mobile information is shared with third parties for marketing purposes.
10. Children's Privacy
We do not knowingly collect information from children under 13.
11. External Links
We are not responsible for third-party website privacy practices.
12. Contact Information
Elevate Life Financial Services, LLC
Email: compliance@elevatelifefinancial.com
Phone: (301) 901-7520
13. Policy Updates
We may update this Privacy Policy from time to time.