Privacy Policy
Planwise Partners, LLC d/b/a Planwise Partners Insurance Agency (“Planwise”).
Planwise respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, safeguard, and disclose information when you visit www.planwisepartners.com, communicate with us, or engage with our financial services.
Planwise operates as a Wealth Center providing insurance and wealth-building solutions, including financial education, insurance strategies, retirement income planning, and related guidance for individuals, families, and business owners. By accessing our website or using our services, you agree to the practices described in this Privacy Policy.
INFORMATION WE COLLECT
Information You Provide Voluntarily
When you contact us, schedule a consultation, or request information about our services, we may collect:
– Name
– Email address
– Phone number
– City and state
– Date of birth
– Household size or marital status
– Income range or financial capacity
– Retirement goals or financial objectives
– Insurance or financial strategy interests
This information helps us evaluate your situation and determine appropriate financial strategies.
Information Collected During the Application Process
If you decide to implement a financial strategy and proceed with an application through an insurance company, financial institution, or asset provider, additional information may be required.
This may include:
– Social Security number
– Bank account information
– Detailed financial information
– Medical or insurance underwriting information
This information is not collected through the website and is only requested during the formal application process required by the insurance carrier or financial institution.
Such information is submitted directly to the appropriate insurance company, financial institution, or asset provider to process the application.
Automatically Collected Website Information
When you visit our website, certain non-personal information may be collected automatically, including:
– Browser type
– Device type
– IP address
– Pages visited
– Time spent on pages
– Referring websites
This information helps us improve website performance and user experience.
How We Use Your Information
Planwise uses collected information to:
– Respond to inquiries and consultation requests
– Prepare financial strategy discussions
– Evaluate potential insurance or financial solutions
– Provide educational content and guidance
– Communicate with you regarding requested services
– Improve our website and services
– Comply with legal or regulatory obligations
Planwise does not sell, rent, or trade personal information to third parties.
Information Sharing
Planwise shares personal information only in limited circumstances necessary to provide services.
Insurance Companies and Financial Institutions
If you choose to implement a financial strategy that requires a formal application, information may be shared with:
– Insurance carriers
– Financial institutions
– Companies that issue or manage financial products
These entities require information such as Social Security numbers or banking details to process applications.
Third-Party Software Providers
Planwise may use financial planning or modeling software to design strategies for clients.
These systems may process limited information such as:
– Client name
– Address
– Date of birth
– Income information
– Retirement goals
Planwise does not provide Social Security numbers or bank account numbers to these software providers. These tools are used solely to assist in designing financial strategies.
Legal Requirements
Information may be disclosed if required by law, regulation, court order, or government request.
Cookies and Website Analytics
Our website may use cookies or analytics technologies to understand how visitors use our website.
We may use services such as Google Analytics to measure website traffic and engagement.
These tools collect non-personally identifiable information and do not collect sensitive financial data.
Users can control cookie preferences through their browser settings.
Data Security
Planwise takes commercially reasonable measures to protect personal information from unauthorized access, disclosure, or misuse. While we implement safeguards to protect data, no internet transmission or storage system can be guaranteed to be completely secure.
Third-Party Websites
Our website may contain links to external websites. Planwise is not responsible for the privacy practices of third-party sites. Users should review the privacy policies of any external websites they visit.
Your Privacy Rights
You may request to:
– Access your personal information
– Correct inaccurate information
– Request deletion of your information
– Opt out of communications
Requests may be submitted using the contact information below.
Changes to This Policy
Planwise may update this Privacy Policy from time to time. Updates will be posted on this page with a revised date.
Contact Information
Planwise Partners, LLC d/b/a Planwise Partners Insurance Agency
Website: www.planwisepartners.com
Email: info@planwisepartners.com
Phone: 689-237-2727
Email: info@planwisepartners.com
Phone: 689-237-2727
Effective March 13, 2026