Privacy Policy
Effective November 1, 2026
Build Wealth Consulting Agency LLC ("we," "us" or "our") respects your privacy. This policy explains what information we collect through buildwealthconsultingagency.com, our forms, text messages, email and phone calls, and how we use and protect it.
Information we collect
- Contact details you provide, such as your name, mobile phone number, email address and union or employer.
- Information you share during a benefits review or a job application conversation.
- Records of our communications with you, including text messages, emails, call notes and appointment times.
- Basic technical information when you visit our site, such as browser type and the page you submitted a form from.
How we use your information
- To contact you about the benefits review or agent opportunity you requested.
- To schedule appointments and send reminders.
- To answer your questions and provide customer care.
- To keep records of your communication preferences, including opt-outs.
- To meet legal and regulatory requirements.
Text messaging and mobile information
If you agree to receive text messages from us, we use your mobile number only to send the messages described in our SMS Terms. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, and you can reply HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all information-sharing categories in this policy and will not be shared with any third parties.
How we share information
We do not sell your personal information. We share information only:
- With service providers that help us operate, such as our messaging, email, scheduling and hosting providers, who may use it only to provide services to us.
- With insurance carriers and the agency we are appointed with, only as needed to provide the review, quote or coverage you request.
- When required by law, or to protect our rights and the safety of others.
Data security and retention
We use reasonable administrative and technical safeguards to protect your information. We keep information only as long as needed for the purposes above or as required by law.
Your choices
- Text messages: reply STOP to any message to opt out.
- Email: use the unsubscribe link in any marketing email.
- Calls: tell us you do not want to be called and we will add you to our internal do-not-call list.
- To request access to, correction of or deletion of your information, email hello@buildwealthconsultingagency.com.
Children
Our services are intended for adults. We do not knowingly collect information from children under 18.
Changes to this policy
We may update this policy from time to time. The effective date above shows when it was last changed.
Contact us
Build Wealth Consulting Agency LLC, Ohio
Email: hello@buildwealthconsultingagency.com