Privacy Policy – Updated 2025
Effective Date: April 23, 2025
At Leverage Planners, we value your privacy and are committed to making your experience with us safe and transparent. This Privacy Policy outlines how we collect, use, and share your information in compliance with financial and insurance regulations (SEC, NAIC), FCC SMS standards (10DLC), and applicable state and federal laws.
YOUR ACKNOWLEDGEMENT
This website is intended for U.S. residents over the age of 18. By accessing the Site or submitting information, you confirm that you are over 18, located in the United States, and consent to the practices outlined here. This Privacy Policy is subject to and incorporated into our Terms of Use.
TYPES OF INFORMATION WE COLLECT
We collect both:
- Personally Identifiable Information (PII): name, address, phone number, email, zip code, etc.
- Non-Personally Identifiable Information (Non-PII): IP address, browser details, cookies, access dates, referring URLs
- SMS Opt-In Data: mobile number and SMS consent status
PII and Non-PII are collectively referred to as “Information.”
COLLECTION OF INFORMATION
We collect Information through:
- Voluntary submissions (e.g., contact forms, event sign-ups)
- Automated browser data and analytics tools
- Cookies and session validators
- SMS opt-in forms or keyword responses
We may combine Non-PII with PII. Combined data is treated as PII.
USE AND SHARING OF INFORMATION
We may use your Information to:
- Provide requested resources or materials
- Contact you regarding insurance or financial products
- Personalize interactions and service delivery
- Improve the Site and develop new services
- Prevent fraud or abuse
- Send administrative notices and tailored content
- Comply with legal obligations
We share your Information only with trusted third parties who help us operate our business and deliver services. We may also disclose Information to comply with legal requirements or protect against fraud or harm.
SMS PRIVACY – 10DLC COMPLIANCE
We collect your mobile number and opt-in status to deliver text messages related to services you have requested. Your number and consent status are not shared with third parties outside of those needed to provide SMS delivery (e.g., telecom providers). You can opt out at any time by replying STOP. For help, reply HELP.
PERMISSION TO CONTACT & OPT-OUT RIGHTS
By submitting your Information, you grant us permission to contact you via the methods provided (phone, email, text, etc.). You may opt out of promotional messages at any time by emailing Info@LeveragePlanners.com or mailing:
310 120th Ave NE, Suite 205, Bellevue, WA 98005
Phone: (425) 223-4520
Opt-out requests may take up to 10 business days. Administrative communications may still be sent as required.
PROTECTION OF YOUR INFORMATION
We use physical, technical, and administrative safeguards to protect your Information. While we strive to secure your data, no method is 100% secure. We are not liable for unauthorized access or use of your data.
If a data breach occurs, we will notify you as required by law. You agree that we may communicate such notices electronically.
CHILDREN’S PRIVACY
This Site is not directed to children under 18. We do not knowingly collect data from minors.
YOUR RIGHTS
You have the right to:
- Access, correct, or delete your personal data
- Opt out of marketing and SMS communications
- Contact us regarding any data concerns
UPDATES TO THIS POLICY
This Privacy Policy may be updated without notice. Updates are effective upon posting. Continued use of the Site indicates acceptance of the current version.
We encourage you to review this page periodically to stay informed.