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Privacy Policy

Last Updated: April 23, 2025

Leverage Planners Wealth Management, LLC (“Leverage Planners,” “we,” “our,” or “us”) is committed to safeguarding your personal information. This Privacy Policy explains how we collect, use, share, and protect your data when you visit our website or interact with us through various communication channels.

We comply with applicable federal and state privacy laws, including SEC and NAIC regulations for financial and insurance professionals, and with the FCC’s 10DLC standards for SMS messaging. By using our site, you agree to the terms outlined in this policy and our [Terms of Use].

1. Audience Eligibility & Acknowledgement

This site is intended for use by U.S. residents aged 18 and older. By accessing our site or submitting personal information, you affirm that you are 18 years of age or older and reside in the United States. Use of this site is also subject to our [Terms of Use].

2. Types of Information We Collect

We may collect the following categories of information:

Personally Identifiable Information (PII):

  • Full name

  • Physical address

  • Email address

  • Phone number (including mobile)

  • Zip code and related identifiers

Non-Personally Identifiable Information (Non-PII):

  • IP address

  • Browser and device data

  • Cookies and session IDs

  • Referring URLs and access logs

  • Time and date of access

SMS Opt-In Data:

  • Mobile phone number

  • Consent status for receiving messages (10DLC compliance)

PII and Non-PII are collectively referred to as “Information.”

3. How We Collect Information

We collect Information in the following ways:

  • When you voluntarily submit forms (e.g., contact forms, event registration, downloads)

  • Through cookies and tracking technologies

  • Via analytics tools that gather browser, location, and usage data

  • When you opt in to SMS messages via keyword, form submission, or check-box selection

We may combine Non-PII with PII. Any combined information is treated as PII under this Policy.

4. How We Use Your Information

We use your Information to:

  • Deliver requested resources, materials, or services

  • Communicate about insurance and financial planning services

  • Personalize your experience on our site or in client interactions

  • Analyze and improve website performance and functionality

  • Send administrative updates or relevant notifications

  • Prevent fraud, abuse, or unauthorized access

  • Comply with regulatory, legal, or contractual obligations

5. Information Sharing

We only share your Information with:

  • Trusted service providers who help us deliver business services (e.g., CRM systems, cloud platforms, SMS platforms)

  • Regulatory or legal entities when required by law, subpoena, or to prevent harm or fraud

  • Carriers or licensed third parties for insurance or investment-related service fulfillment, with your consent where applicable

We do not sell your personal information.

6. SMS Communications and 10DLC Compliance

By opting in to receive text messages, you consent to be contacted by Leverage Planners for purposes related to your inquiries, services, or account. We follow all 10DLC and FCC messaging standards:

  • Your mobile number and consent status are stored securely

  • You may opt out at any time by replying STOP

  • For support, reply HELP

  • We do not share SMS data with unrelated third parties

Standard message and data rates may apply. Message frequency may vary.

7. Your Communication Rights & Opt-Out

By submitting your contact information, you authorize us to contact you via phone, email, text, or mail.

You may withdraw consent for marketing communications by:

  • Emailing: Info@LeveragePlanners.com

  • Mailing:
    Leverage Planners
    310 120th Ave NE, Suite 205
    Bellevue, WA 98005

  • Calling: (425) 223-4520

Requests are typically processed within 10 business days. Note that we may still send administrative or legally required messages.

8. Information Security

We maintain reasonable administrative, physical, and technical safeguards to protect your data against unauthorized access, misuse, or disclosure. While no system is completely secure, we follow industry best practices.

In the event of a data breach, we will notify you in accordance with applicable laws. By using our site, you consent to receiving breach notices electronically.

9. Children’s Privacy

This website is not intended for children under the age of 18. We do not knowingly collect or store personal information from minors. If we learn that data has been submitted by a child, we will delete it promptly.

10. Your Data Rights

Depending on your state of residence, you may have rights under applicable data privacy laws, including:

  • Requesting access to or deletion of your data

  • Requesting corrections to inaccurate data

  • Withdrawing marketing consent or opting out of SMS communications

  • Lodging complaints with relevant regulators

To exercise your rights, contact us at Info@LeveragePlanners.com.

11. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. Updates take effect when posted. Continued use of the site constitutes acceptance of the revised policy.

We encourage you to review this page regularly for any changes.

If you have questions or concerns about this Privacy Policy or your data, please contact:

Leverage Planners Wealth Management, LLC
310 120th Ave NE, Suite 205
Bellevue, WA 98005
Email: Info@LeveragePlanners.com
Phone: (425) 223-4520