đ PRIVACY POLICY
Greenwood Alliance LLC
Effective Date:Â 12/1/2025
Greenwood Alliance LLC (âCompany,â âwe,â âus,â or âourâ) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, or interact with our services.
1. Information We Collect
We may collect the following types of information:
a. Personal Information
Information you voluntarily provide, including but not limited to:
- Full name
- Email address
- Phone number
- Business name and type
- Income range or financial goals (when disclosed)
- Insurance or legacy planning interests
b. Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address
- Browser type
- Device information
- Pages visited and time spent
- Cookies and tracking technologies
2. How We Use Your Information
We use the information collected to:
- Provide insurance education, consultations, and services
- Respond to inquiries and schedule appointments
- Send emails, SMS, or voice messages related to your request
- Improve our website, marketing, and client experience
- Comply with legal, regulatory, and licensing requirements
We do not sell your personal information.
3. Communication Consent (Email, SMS & Voice)
By submitting your information, you consent to receive:
- Emails
- Text messages (SMS)
- Automated or manual voice messages
These communications may include educational content, appointment reminders, or follow-up related to insurance, financial education, or legacy planning.
You may opt out at any time by:
- Clicking âunsubscribeâ in emails
- Replying STOP to SMS messages
4. Sharing of Information
We may share information with:
- Licensed insurance carriers and underwriters (when applicable)
- CRM, automation, and marketing platforms (e.g., GoHighLevel, Make.com)
- Service providers assisting in business operations
We do not share information with unauthorized third parties.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no electronic transmission is 100% secure, and we cannot guarantee absolute security.
6. Cookies & Tracking Technologies
We may use cookies, pixels, and analytics tools to:
- Understand user behavior
- Improve website functionality
- Enhance marketing performance
You can disable cookies in your browser settings.
7. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
8. Childrenâs Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect data from minors.
9. Your Rights
Depending on your location, you may have the right to:
- Access your personal data
- Request correction or deletion
- Withdraw consent
Requests can be submitted using the contact information below.
10. Contact Information
Greenwood Alliance LLC
đ§ Email: info@greenwoodalliancellc.com
đ Location: Texas, USA