Privacy Policy

Infinite Legacy Vault LLC ("ILV," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you interact with us, including through our website, text messaging (SMS) communications, and related services.

1. Information We Collect

We may collect the following types of information:

• Contact information you provide, such as your name, phone number, and email address.
• Communication information, including the content of messages you send us and records of our text, phone, or email communications.
• Information submitted through forms on our website, such as inquiries about insurance, financial products, or coaching services.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule appointments.
• Provide information about products and services you have requested.
• Send appointment reminders, follow-ups, and account-related communications.
• Improve our services and communications.
• Comply with legal and regulatory obligations.

3. SMS / Text Messaging

If you provide your mobile phone number and opt in to receive text messages from us, we will use that number to send messages related to appointment scheduling, follow-ups, and information about products or services you have expressed interest in.

• Consent: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted for all approved messaging categories.
• Message frequency may vary depending on your interactions with us.
• Message and data rates may apply, based on your mobile carrier plan.
• Opt-out: You may opt out of text messages at any time by replying STOP to any message. You may reply HELP for assistance.

4. How We Share Information

We do not sell your personal information. We may share information with:

• Service providers who help us operate our business (e.g., SMS platform providers, scheduling tools), under confidentiality obligations.
• Licensed insurance carriers or financial partners when necessary to process a request you have initiated.
• Legal or regulatory authorities when required by law.

5. Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law or regulation applicable to insurance and financial services.

6. Your Choices

You may opt out of text communications at any time by replying STOP. You may request access to, correction of, or deletion of your personal information by contacting us using the information below.

7. Security

We use reasonable administrative and technical safeguards to protect your information. However, no method of transmission or storage is completely secure.

8. Children's Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect personal information from minors.

9. 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 revision.

10. Contact Us

See also our Terms & Conditions.