WealthMindWealthMind Advisory Solutions ("we," "us") respects your privacy. This policy explains what we collect on wealthmind.thesanempire.com, how we use it, and the choices you have.
What we collect
Information you give us: your name, email address, phone number, state, and any answers you provide in our forms, such as when you request a guide, apply to join our team, or book a consultation.
Information collected automatically: pages you visit, the site that referred you, your browser and device type, and approximate location based on IP address. We use cookies and similar technology, including our marketing system, to recognize returning visitors and to connect the pages you've viewed with any form you submit.
Calculators: numbers you type into our calculators stay in your browser. We don't store or receive them.
How we use it
- To send you what you requested, such as a guide or a meeting confirmation.
- To contact you about your request by email, phone, or text, as you agreed.
- To send educational content and updates, which you can stop at any time.
- To understand which pages and articles are helpful, and to improve the site.
- To review applications to join our team.
Text messages
If you give consent, we may send text messages related to your request, including automated messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. We do not sell, rent, or share your mobile number or text-messaging consent with third parties for their marketing purposes.
How we share it
We do not sell your personal information. We share it only with service providers who help us run our business, such as website hosting, email delivery, and scheduling, and who may use it only to provide those services. If you choose to apply for an insurance or financial product, we share the information needed with the insurer or financial institution you apply with. We may also disclose information when required by law.
Your choices
- Email: use the unsubscribe link in any email, or reply "unsubscribe."
- Texts: reply STOP.
- Calls: ask us to stop calling and we will.
- Cookies: you can block or delete cookies in your browser settings. The site will still work.
- Access or deletion: email us to see, correct, or delete the information we hold about you.
How long we keep it
We keep your information as long as needed for the purposes above, or as required by insurance and financial-services recordkeeping rules, and then delete it.
Security
We use reasonable safeguards, including encrypted connections (HTTPS) and restricted access to stored records. No method of transmission or storage is completely secure.
Children
This site is intended for adults. We do not knowingly collect information from children under 13.
Changes
We may update this policy. The effective date at the top shows when it last changed.
Contact us
WealthMind Advisory Solutions · admin@thesanempire.com · (919) 475-1446