Privacy Policy

Privacy Policy

Last Updated: May 6, 2025

[850 OUTREACH LLC] (“we,” “us,” or “our”) is committed to protecting the privacy of visitors to our website and clients of our consulting services. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information. By accessing or using our website and services, you agree to the terms of this policy.

1. Information We Collect

1.1 Information You Provide

Contact & Profile Data: Name, email address, phone number, mailing address, date of birth, and any demographic or segment-tag information you supply when you register for a consultation, download content, or complete a form.

Financial & Credit Data: Credit scores and reports, income information, insurance-related data (e.g., policy applications, beneficiaries), but only when you voluntarily provide these during consultations or lead-capture processes.

Communications: Any messages, emails, or chats you send to us, including queries, feedback, or support requests.

1.2 Information We Collect Automatically

Usage Data: Pages viewed, time spent on pages, click-through actions, referral URLs, IP addresses, device identifiers, browser type, operating system, and other analytics via cookies and similar technologies.

Location Data: Approximate geographic location inferred from your IP address.

2. How We Use Your Information

We use your information to:

Provide, personalize, and improve our consulting services (credit strategy, IUL planning, website content, and user experience).

Manage and fulfill your requests, appointments, purchases, downloads, and inquiries.

Communicate with you regarding service updates, promotional offers, newsletters, and events (you may opt out at any time).

Analyze usage trends, conduct research, and generate aggregated, de-identified analytics to improve our marketing and service offerings.

Comply with legal obligations, resolve disputes, enforce our agreements, and protect our rights and property.

3. Information Sharing & Disclosure

We do not sell or rent your personal data. We may share information with:

Service Providers & Partners: Third-party vendors (e.g., CRM platforms, email/SMS providers, AI content tools, payment processors) who perform services on our behalf under confidentiality obligations.

Insurance Carriers & Financial Institutions: Licensed life-insurance agents and underwriting partners to deliver IUL quotes and credit-related services, with your explicit consent.

Legal & Regulatory Authorities: If required by law, to comply with legal process, or to protect rights, property, or safety.

Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality and notice requirements.

4. Cookies & Tracking Technologies

We use cookies, web beacons, pixels, and similar technologies to:

Remember your preferences and settings.

Understand and improve site performance and user behavior.

Serve targeted advertisements and measure campaign effectiveness.

You can manage or disable cookies via your browser settings, but note that some features of our website may not function properly if cookies are blocked.

5. Your Choices & Rights

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

Access: Request a copy of the personal data we hold about you.

Correction: Ask us to correct or update incomplete or inaccurate data.

Deletion: Request deletion of your personal data, subject to legal retention requirements.

Opt-Out: Unsubscribe from marketing communications at any time by following the “unsubscribe” link in emails or contacting us directly.

Restrict Processing: In certain circumstances, ask us to limit how we use your data.

Data Portability: Receive your data in a structured, commonly used format.

To exercise these rights, please contact us at privacy@[yourcompany].com. We may require verification of your identity before processing requests.

6. Data Security

We implement administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no Internet or email transmission is completely secure. We cannot guarantee absolute security.

7. Children’s Privacy

Our services are directed to individuals aged 18 and older. We do not knowingly collect personal data from children under 18. If you learn that a child has provided us with personal data, please contact us so we can delete that information.

8. International Transfers

If you are located outside the United States, your personal data may be transferred to, stored, and processed in the U.S. or other countries. We will safeguard such transfers in accordance with applicable legal requirements.

9. Changes to This Policy

We may update this Privacy Policy periodically. When we do, we will post the revised version with a new “Last Updated” date on this page. We encourage you to review this policy regularly.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact:
Email: privacy@850OUTREACH.com
Mailing Address:
[850 OUTREACH LLC
4701 SANGAMORE RD STE 100N #1153
BETHESDA, MD, 20816

By using our website and services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.