Privacy Policy

At Sure Wealth Solutions, we respect and protect the privacy of our clients and users who visit our websites. This Privacy Policy explains how we collect, use, and protect information, including advertising services, promotions, informational mailings, SMS communications, and other offers we provide. By using any services provided by Sure Wealth Solutions, you indicate your agreement to the collection and use of your information as outlined in this Privacy Policy.

Why We Collect Information

Sure Wealth Solutions collects information to improve our services, offer products that may interest you, and measure our success and performance. For example, aggregate information helps us understand visitor numbers and how users navigate our websites.

Use of Personal Information

Unless you voluntarily provide personal information for a specific purpose, we do not collect personal information from you. If you choose to provide personal information during registration or when using our services, we use it to deliver products or services you request, including sending SMS updates if you have opted in.

SMS Communication

If you opt-in to receive SMS communications from Sure Wealth Solutions, we may use your phone number to send administrative and informational messages, such as appointment reminders or updates you requested. We do not send promotional messages via SMS. We require explicit consent before sending any messages, and you may opt out at any time by replying “STOP” to any message you receive. For more details, please review our SMS Messaging Policy.

Privacy of SMS Information: Sure Wealth Solutions is committed to protecting your SMS-related data. Your phone number, opt-in details, or any other information related to SMS messaging is never sold, shared, traded, or otherwise given to any third party, affiliated company, or any other entity. We store SMS data solely for the purpose of providing the requested services and to comply with industry regulations.

AGAIN SAID IN A DIFFERENT WAY:

 

SMS opt-in consent or phone numbers collected for SMS purposes will NOT be shared with third parties or affiliates for marketing purposes 

THOSE NOT UNDERSTANDING THE FIRST TWO METHOD OF COMMUNICATING SMS SHARING:

Phone numbers provided for SMS opt-in purposes will remain private and will NOT be shared with third parties or affiliates for any marketing activities. 

IF YOU STILL DON’T UNDERSTAND HOW WE DO NOT SHARE SMS INFORMATION: 

We guarantee that phone numbers collected through SMS opt-ins will not be disclosed to third parties or affiliates for marketing purposes.

FINALLY YOU MUST UNDERSTAND: 

Any phone numbers submitted for SMS purposes will not be shared or sold to third parties or affiliates for marketing reasons.

 

Prohibited SMS Activities

Sure Wealth Solutions strictly prohibits the use of SMS for high-risk financial messaging, lead generation, or affiliate marketing. All SMS communications are solely for client support and information. We adhere strictly to industry and carrier guidelines to ensure transparency and compliance. No unsolicited outreach or promotional content is sent.

How to Update Your Information

If your personal information changes or if you wish to have it removed from our records, you may correct, update, or delete your information by emailing us at info@surewealthllc.com.

Sure Wealth Solutions will not sell, share, or rent your information to others differently from what is disclosed in this statement. We may transfer personal information in connection with a sale or merger of Sure Wealth Solutions. We may also share your personal information with third-party vendors who assist with site maintenance, order processing, or content delivery. These third parties are not allowed to use personal information except to provide the applicable services. Additionally, we may disclose your information as required by law or to protect our rights.

Other Information We Collect and Use

We may collect online identifiers such as IP addresses, browser types, and website activity via cookies. This aggregate information does not identify individual users and helps us understand website usage and improve user experiences. You can remove persistent cookies by following your browser’s instructions. Note that rejecting cookies may limit your use of some areas of our site.

Third-Party Website Links

Some of our websites provide links to third-party websites. We have no control over their practices, so we encourage reviewing their privacy policies to understand how they collect and use personal information.

Security Information

We use industry-standard security measures, such as firewalls and encryption, to protect your personal information from unauthorized access. Our employees are trained to safeguard your data, and we use SSL protocols to protect sensitive information like credit card numbers during transmission.

Protection for Children

We do not knowingly collect personal information from anyone under the age of 18.

Your Right to Control and Access Your Information

You have control over your personal information, including the right to:

  • Change or Correct Personal Data: Edit your information by emailing us at info@surewealthllc.com.
  • Access and Take Your Data: Request a copy of the personal data you provided by contacting info@surewealthllc.com.
  • Limit or Stop Data Usage: Request limitations on data use if you think your personal data is inaccurate or no longer needed.
  • Object to Marketing: Stop receiving marketing messages at any time by emailing us at info@surewealthllc.com or by clicking the “Unsubscribe” link in emails.
  • Request Data Deletion: Request deletion of your personal information by contacting us.

How Long We Keep Your Information

We retain personal information as long as it is potentially useful for contacting you about products or services or as needed to comply with our legal obligations. All SMS-related information, including phone numbers and consent records, is retained securely for up to three years after the last communication to comply with auditing and industry requirements. Upon your request, we will delete this information from our records.

Changes to This Privacy Policy

Our Privacy Policy may change from time to time. If we decide to change our privacy policy, we will post these changes on surewealthllc.com and other places we deem appropriate. Your continued use of the site after such changes have been posted indicates your consent and acceptance of those changes.

 

TCR INCLUSION OF SMS Terms & Conditions :

OUR FULL AND TCR COMPLIANT SMS POLICY MAY BE FOUND HERE

FOR THOSE WHO CAN’T BE BOTHERED TO CLICK THE LINK, HERE IS A REPRODUCTION OF OUR TCR COMPLIANT SMS MESSAGING POLICY.

SMS Consent Communication:
The information (Phone Numbers, names or any other personal identification information (PII) ) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. 

Types of SMS Communications:
If you have consented to receive text messages from Sure Wealth LLC  you may receive messages related to the following (provide specific examples):

  • Appointment reminders
  • Follow-up messages to your inquiries
  • Billing inquiries

Example: “Hello, this is a friendly reminder of your upcoming appointment with [agent name] at [Location] on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time.”
Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to your [appointments/billing, etc.].
Example:
“Message frequency may vary. You may receive up to 5 SMS messages per week regarding your appointments or account status.”
Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method:
You may opt-in to receive SMS messages from Sure Wealth LLC in the following ways:

  • By submitting an online form and positively and affirmatively agreeing that you are opting-in no less than 3 distinct times.  (Triple Opt-in)

Opt-Out Method:
You can opt-out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at surewealthllc.com

Additional Options:

  • If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and conditions pages.
  • Message frequency may vary.

 

Effective Date

This Privacy Policy is effective and was last updated on March 13, 2025.