Privacy Policy

Effective Date: Jan 14, 2025

Welcome to Smart Savings Advisors! Your privacy is our priority. This Privacy Policy explains the information we collect, how we use it, how we protect it, and your rights regarding your data. By using our services, you agree to the terms described in this policy.

Information We Collect

We may collect the following information:

Personal Information

  • Name, phone number, and email address when you fill out our forms or interact with our services.
  • Appointment details if you schedule a consultation through Calendly.

Non-Personal Information

  • Browser type, IP address, device type, and other technical details for service improvements and analytics.

Cookies and Tracking Technologies

  • Information collected through cookies to improve user experience, analyze site usage, and enhance functionality.

How We Use Your Information

We use your information to:

  • Generate leads for life insurance services, which are provided to licensed agents for follow-up.
  • Facilitate contact by licensed agents, who will manually follow up with you via phone, email, or text regarding life insurance options.
  • Respond to inquiries or requests submitted through our forms.
  • Send appointment confirmations and reminders via Calendly if you schedule an appointment.
  • Improve our services and user experience.
  • Comply with legal obligations.

How We Protect Your Information

We implement industry-standard security measures to protect your personal data. However, no system can guarantee 100% security. You are encouraged to safeguard your data by using strong passwords and protecting your devices.

Sharing Your Information

  • We do not sell your personal information.
  • Your information is shared only with licensed agents for follow-up and with trusted service providers like Calendly to facilitate appointment scheduling and reminders.

Your Rights

Depending on your location, you may have rights including:

  • Accessing, correcting, or deleting your information.
  • Objecting to or restricting data processing.
  • Withdrawing consent for data processing at any time.

To exercise your rights, contact us at consent@smartsavingsadvisors.com.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.

Contact Us

For questions about this Privacy Policy, please contact us at consent@smartsavingsadvisors.com.

Terms of Service

Effective Date: Jan 14, 2025

These Terms of Service ("Terms") govern your use of Smart Savings Advisors. By accessing our services, you agree to these Terms.

1. Use of Services

You agree to:

  • Provide accurate information when submitting forms.
  • Use our services in compliance with applicable laws.
  • Avoid any unauthorized or harmful activities.

2. Appointment Scheduling

If you schedule an appointment via Calendly:

  • You are responsible for providing accurate contact details.
  • Appointment reminders and confirmations will be sent via email or text message.

3. Privacy

Your use of our services is subject to our Privacy Policy.

4. Intellectual Property

All content, trademarks, and materials provided by Smart Savings Advisors are proprietary. You may not reproduce or distribute them without written permission.

5. Limitation of Liability

Smart Savings Advisors is not liable for indirect, incidental, or consequential damages arising from the use of our services.

6. Termination

We reserve the right to suspend or terminate access to our services if these Terms are violated.

7. Governing Law

These Terms are governed by the laws of the State of Texas. Any disputes shall be resolved in Texas courts.

8. Amendments

We may revise these Terms from time to time. Continued use of our services constitutes acceptance of the updated Terms.

Contact Us

For questions about these Terms, please contact us at consent@smartsavingsadvisors.com.