SMS Messaging Policy

SMS Messaging Policy

1. Overview
Sure Wealth Solutions respects your privacy and adheres to industry standards when using SMS messaging. This policy outlines our approach to obtaining consent, types of messages we send, opt-out procedures, and other relevant details to ensure transparency and compliance.

2. Consent Requirements
We will never send SMS messages without your explicit consent. We obtain this consent through a triple opt-in process, ensuring that every recipient is fully aware and has agreed to receive messages from Sure Wealth Solutions. This consent is clearly documented and timestamped for verification purposes. Opt-In to SMS (administrative and transactional only) Messaging 

3. Type of SMS Messages
Sure Wealth Solutions uses SMS messaging strictly for informational purposes, such as:

  • Appointment Confirmations: Reminding you of upcoming appointments or rescheduling details.
  • Administrative Updates: Providing you with updates related to your inbound service requests.

We do not send promotional, marketing, or unsolicited messages. All text communications are for the convenience of our clients to facilitate administrative and support functions.

You will NEVER receive a solicitation for a loan, payment, or funds transfer via text message. Never give out personal information via text. WHEN IN DOUBT DELETE AND REPORT SPAM. 

 

4. Prohibited Activities
The following types of activities are strictly prohibited in any SMS communication by Sure Wealth Solutions:

  • High-Risk Financial Messaging: We do not send any messages involving high-risk financial services or investments, including but not limited to secured lending, short-term loans, or any form of high-risk financial transaction.
  • Lead Generation or Affiliate Marketing: We do not use SMS for lead generation, affiliate marketing, or any third-party promotions. Our messages are solely for client support and direct engagement related to the services you have opted into.
  • Unsolicited Outreach: Sure Wealth Solutions prohibits using SMS for unsolicited outreach or promotional content to individuals, regardless of permission or opt-in status. We do not engage in cold messaging or outreach to obtain clients.
  • Guaranteed Financial Outcomes: We do not use SMS to promote or imply any form of guaranteed financial returns. Messaging content strictly adheres to factual and educational communication without making promises of guaranteed outcomes.

5. Frequency of SMS Messages
We ensure a minimal volume of messages to respect your time and privacy. Messages are only sent when there is a specific need related to your ongoing services or updates you have requested.

6. Opt-In and Opt-Out Policies

  • Opt-In: To start receiving SMS messages, you must explicitly opt-in and confirm via the stated Triple-Opt In process through our website or another approved channel.
  • Opt-Out: You can opt-out at any time by replying “STOP” to any message you receive from us. Upon opting out, you will receive no further messages unless you choose to re-subscribe.

7. Handling Personal Information
We collect, use, and store your phone number solely for SMS messaging related to Sure Wealth Solutions services. Your phone number will not be shared, sold, dissemenated or revealed to third parties, and we take all reasonable industry standard precautions to secure your information.

8. Compliance with Regulations
Our SMS messaging practices comply with all applicable carrier and industry regulations, ensuring our communications are legal, ethical, and transparent. We prohibit any content or communication practice that could be considered misleading or non-compliant.

9. Service Availability
SMS messages are intended to provide additional support to our clients. In the event of service issues or delays, we cannot guarantee the delivery time of SMS messages, as delivery may be affected by factors beyond our control, such as carrier network reliability.

10. Contact Information
If you have questions or concerns regarding our SMS messaging policy, please contact Sure Wealth Solutions at 913-372-3032 or email privacy@surewealthllc.com

11. Policy Updates
This SMS messaging policy may be updated periodically to reflect any changes in our practices or regulatory requirements. All changes will be communicated to our users promptly.