1. Information We Collect

We may collect the following:

· Name, phone number, email address

· Financial and service-related information

· Communication preferences

2. How We Use Your Information

We use your information to:

· Provide financial services and consultations

· Communicate via phone, SMS, and email

· Maintain records for legal and compliance purposes

3. SMS Privacy Policy

We respect your privacy.

· No mobile information will be shared with third parties or affiliates for marketing/promotional purposes

· Information may be shared with service providers (such as CRM platforms like GSD Software) for operational purposes only

We comply with:

· Telephone Consumer Protection Act (TCPA)

· CAN-SPAM Act

4. Data Sharing

We may share information with:

· Licensed insurance carriers

· CRM and technology providers (including GSD Software)

· Regulatory authorities if required

We do not sell your personal information.

5. Data Security

We implement reasonable safeguards to protect your information, though no system can guarantee complete security.

6. State-Specific Privacy Rights

California Residents:

You may have the right to request access to, correction of, or deletion of your personal data under applicable California privacy laws.

Ohio & Florida Residents:

Your data is handled in accordance with applicable state insurance and consumer protection laws.

To make a request, contact us at: [email protected]

7. Data Retention

We retain your information as long as necessary to:

· Provide services

· Meet legal and regulatory obligations

8. Children’s Privacy

We do not knowingly collect information from individuals under 18 years old.

9. Updates to Privacy Policy

We may update this Privacy Policy periodically. Changes will be reflected with an updated effective date.

10. Contact Us

Abundant Mindset Agency

255 E. Long St, Columbus, Ohio 43215

[email protected]/[email protected]

Ph: 614.307.5719