Home | Privacy Policy

Effective Date: January 1, 2024

Last Updated: January 1, 2024

LP Wealth Group (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, services, and products.

Information We Collect

Personal Information
We may collect personal information that you voluntarily provide, such as:

Name
Email address
Phone number
Mailing address
Date of birth
Social Security Number (SSN) or Tax Identification Number (TIN)
Financial and health-related information necessary for insurance applications.

Non-Personal Information
We may collect non-personal data automatically, including:

IP address
Browser type and version
Device type and operating system
Website usage statistics (e.g., pages viewed, time spent).

Cookies and Tracking Technologies
We use cookies and similar technologies to enhance user experience, analyze website traffic, and personalize content.

How We Use Your Information

To Provide Services

Assist with insurance applications and quotes.
Process transactions and claims.
Communicate with you about policies, renewals, and updates.

For Business Operations

Improve website functionality and services.
Conduct analytics and research.
Monitor and enforce compliance with applicable laws and agreements.

Marketing and Communication

Send promotional emails or offers (you can opt out at any time).
Provide educational resources about insurance and wealth management.

How We Share Your Information

We do not sell your personal information. However, we may share it under the following circumstances:

With Insurance Providers

To obtain quotes, process applications, or manage claims.

With Authorized Third Parties

Service providers assisting with website operations, analytics, or customer service.

As Required by Law

To comply with legal obligations, such as subpoenas or regulatory inquiries.

Your Privacy Rights

Access and Correction

You may request to review, update, or correct your personal information by contacting us.

Opt-Out Options

Marketing Communications: You can opt out of marketing emails by following the “unsubscribe” link in our communications.
Cookies: You can manage cookie preferences through your browser settings.

Data Deletion

You can request the deletion of your personal data unless it is required for legal or business purposes.

Data Security
We implement robust security measures to protect your information, including:

Secure Socket Layer (SSL) encryption for online transactions.
Access controls and data encryption.
Regular security audits and vulnerability assessments.
While we strive to protect your information, no transmission or storage system is 100% secure.

Retention of Information
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When no longer needed, we securely delete or anonymize your data.

Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content. Please review the privacy policies of external websites.

Children's Privacy
Our services are not directed toward individuals under 18. We do not knowingly collect personal information from minors without parental consent.

Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be effective upon posting the revised version on our website, with a new "Effective Date."

LP Wealth Group
(816) 456-2119
lpwealthgroup@gmail.com