Privacy Policy | Allegiant Wealth Group

Allegiant Wealth Group ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and other information you voluntarily provide through our contact forms, consultations, or communications.
Financial Information: Information related to your insurance needs, financial goals, and coverage preferences shared during consultations.
Usage Data: Browser type, IP address, pages visited, time spent on pages, and other analytical data collected automatically when you visit our website.
Communication Records: Records of email correspondence, phone conversations, and text messages related to your inquiries and services.

2. How We Use Your Information

We use your information to:

Respond to your inquiries and provide requested services
Prepare insurance quotes and financial recommendations
Communicate with you about your policies, coverage, and account
Send follow-up communications related to your inquiry (with your consent)
Improve our website and services
Comply with legal and regulatory requirements

3. Text Messaging & Communications

Automatic Telephone Dialing System (ATDS) Disclosure: Allegiant Wealth Group does not use an Automatic Telephone Dialing System (ATDS) or any automated dialing technology to initiate calls or send text messages. All communications are initiated manually and personally by our team members.

By providing your phone number and consenting to receive communications, you agree to receive text messages and/or phone calls from Allegiant Wealth Group related to your inquiry and our services. Message frequency varies based on your engagement and needs.

Message and data rates may apply. Your carrier's standard messaging and data rates apply to any messages sent or received.

Opt-Out: You may opt out of text messages at any time by replying STOP to any message. You may also contact us at wayne@allegiant-wealth-group.com to revoke your consent. Opting out of messages will not affect your ability to receive services from us.

4. Information Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

Insurance Carriers: To obtain quotes, process applications, and service your insurance policies.
Service Providers: With trusted third-party vendors who assist in operating our business (e.g., email services, website hosting), subject to confidentiality agreements.
Legal Requirements: When required by law, regulation, legal process, or governmental request.
With Your Consent: When you have given us explicit permission to share your information.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes described in this policy, or as required by applicable laws and regulations. When your information is no longer needed, we will securely dispose of it.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

Access, correct, or delete your personal information
Opt out of marketing communications
Request information about how your data is used
Withdraw consent for data processing

To exercise any of these rights, please contact us at wayne@allegiant-wealth-group.com.

8. Cookies & Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can control cookies through your browser settings. Disabling cookies may affect some features of our website.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Allegiant Wealth Group
Wayne Daniel, Principal
Email: wayne@allegiant-wealth-group.com
Georgia, United States