Privacy Policy

Information we collect

We collect information you give us directly, such as your name, email address, phone number, state, and any details you share when you book a strategy call, request our free video, submit a contact form, or apply to join our team.

We also collect limited technical information automatically, including your IP address, browser type, device information, pages visited, and referring website, using cookies and similar technologies.

How we use your information

We use your information to respond to inquiries, schedule and conduct strategy calls, deliver educational content you request, evaluate career applications, improve our website, and comply with legal and regulatory obligations.

With your consent, we may send you educational emails or text messages. You can opt out at any time.

Text messages and calls

If you provide your phone number and consent, we may contact you by call or text about your inquiry or appointment. Message and data rates may apply. Reply STOP to opt out of texts or HELP for help. Consent is not a condition of any purchase.

We do not sell or share mobile numbers or SMS opt-in data with third parties for their marketing purposes.

How we share information

We do not sell your personal information. We share it only with service providers who help us operate our business (such as scheduling, email, and hosting providers), with insurance carriers when you choose to apply for a policy, or when required by law.

Cookies and analytics

We use cookies and analytics tools to understand how visitors use our site. You can control cookies through your browser settings; disabling them may affect some site features.

How we protect your information

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security.

Your choices and rights

You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing communications at any time. Depending on your state of residence, you may have additional privacy rights. To make a request, contact us using the details below.

Children's privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent changes.

Contact us

MindShift Financial · [email protected] · 469-772-6368