Advocate Planning Principles Inc Privacy Policy
Advocate Planning Principles Inc (“we,” “us,” or “our”) DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.
1. Information We Collect
We collect the following types of information:
Personal Information:
- Name, email address, phone number, physical address
- Payment information when you make a purchase or request a quote
- Opt-in records and timestamps for all communication channels (SMS, email, etc.)
Non-Personal Information:
- IP address, browser type, device information
- Website usage patterns and analytics
- Cookies and similar technologies
Customer Communication:
- Records of inquiries and service requests
- Appointment details and preferences
- Service history and feedback
2. How We Use Your Information
We use collected data for:
- Providing and improving our services
- Processing transactions and payments
- Communicating with you about your inquiries, appointments, and policy options
- Enhancing website functionality and user experience
- Ensuring security and fraud prevention
- Maintaining records of your communication preferences and consent
3. SMS Messaging & Compliance
Text Message Program Terms & Conditions
By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates.
4. Information Sharing & Disclosure
We do not sell, rent, or trade personal information. We may share information with:
- Service Providers: Third-party vendors who assist in our operations (e.g., payment processing, appointment scheduling) and SMS aggregators solely for the purpose of delivering messages you've consented to receive.
- Legal Compliance: If required by law, legal process, or to protect our rights.
- Business Transfers: In case of mergers, acquisitions, or sale of assets.
5. Data Security
We implement and maintain reasonable security measures to protect your personal information, including encryption of sensitive data in transit and at rest, secure access controls, regular security updates, employee training on data protection, and secure disaster recovery procedures.
6. Cookies & Tracking Technologies
We use cookies and similar technologies to analyze site traffic, remember preferences, and enhance functionality. You may control cookies through your browser settings.
7. Your Rights & Choices
You have the right to access, update, or delete your personal information; opt-out of marketing communications; and opt-out of SMS by replying “STOP”.
8. Third-Party Links
Our website may contain links to third-party websites. This privacy policy applies only to information collected by Advocate Planning Principles Inc.
9. Changes to This Privacy Policy
We may update this policy periodically. The latest version will always be available on our website with the effective date.
10. Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at: