Privacy Policy
Last Updated: October 24, 2023
1. Introduction
Retirement Institute ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, attend our seminars, or interact with our SMS text messaging services. We comply with all applicable laws and regulations regarding data protection and SMS messaging, including the Telephone Consumer Protection Act (TCPA) and carrier requirements for A2P 10DLC messaging.
2. Information We Collect
We may collect information about you in a variety of ways, including:
- Personal Data: Personally identifiable information, such as your name, email address, and telephone number, that you voluntarily provide to us when registering for an event or requesting information.
- Usage Data: Information collected automatically when you visit our website, such as your IP address, browser type, and the pages you visit.
3. SMS Text Messaging Policy
By providing your phone number and opting in, you explicitly consent to receive SMS text messages from Retirement Institute regarding event reminders, schedule updates, and related educational content.
- Opt-In: You opt-in to receive SMS messages by submitting your phone number through our online forms and checking the consent box.
- Message Frequency: Message frequency varies. Typically, you will receive 2-4 messages per month regarding upcoming events or important updates.
- Message & Data Rates: Standard message and data rates may apply from your wireless carrier for messages received.
- Opt-Out: You can opt-out of receiving SMS messages at any time by replying "STOP" to any message we send. Upon doing so, you will receive a final confirmation message stating you have been unsubscribed.
- Help: You can reply "HELP" to any message if you need assistance regarding our SMS program.
- Carrier Disclaimer: We are not liable for delayed or undelivered messages.
4. How We Use Your Information
Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you to:
- Send you event confirmations, reminders, and updates via SMS and email.
- Process registrations for our Retirement Master Class.
- Respond to your inquiries and provide customer support.
- Send you additional information about financial education and retirement planning services.
5. Sharing Your Information
We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties without your consent, except as required by law. We may share your information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you (such as our CRM provider, GoHighLevel, and SMS gateway providers), so long as those parties agree to keep this information confidential.
6. Your Data Rights
You have the right to request access to, deletion of, or correction of your personal information. You also have the right to opt-out of marketing communications at any time. To exercise any of these rights, please contact us using the information provided below.
7. Contact Us
If you have questions or comments about this Privacy Policy or our SMS practices, please contact us at:
Retirement Institute
250 S Green Valley Pkwy, Henderson, NV 89012
Email: info@retirementinstitute.com
Phone: (555) 123-4567