SMS Opt-in

Welcome to the Sure Wealth Solutions SMS Opt-In Form! Please read carefully before proceeding:

About Our SMS Messages

Sure Wealth Solutions uses SMS messaging strictly for administrative and informational purposes only. By opting in, you agree to receive messages such as:

  • Appointment reminders and confirmations.
  • Updates regarding ongoing services or requested actions.

We do not send promotional messages, advertisements, or marketing content via SMS. Our SMS communications are solely for keeping you informed about the services you have requested and any updates that are necessary for your financial planning.

Triple Opt-In Process

To comply with strict industry standards and The Campaign Registry (TCR) requirements, Sure Wealth Solutions follows a triple opt-in process for SMS communications:

  1. Step 1: Fill out and submit this opt-in form, providing your consent to receive SMS messages.
  2. Step 2: You will receive an email to confirm your consent. Click the link provided to confirm.
  3. Step 3: After confirming via email, you will receive an SMS asking for final confirmation. Reply “YES” to complete your subscription.

Only after all three steps are completed will you be fully opted in to receive our administrative SMS messages.

Opt-Out at Any Time

You can opt-out of receiving SMS communications from Sure Wealth Solutions at any time by replying “STOP” to any message you receive. We value your privacy and ensure that all your information is kept secure and handled according to our privacy practices.

For further details, please refer to our Privacy Policy and our SMS Messaging Policy.

Thank you for choosing Sure Wealth Solutions. We are committed to keeping you informed while respecting your preferences and privacy.

SMS Consent opt-in 1 / 3

By submitting this form, you are starting the triple opt-in process to receive SMS communications from Sure Wealth Solutions. Please note that after submitting, you will receive an email with a link to confirm your consent. Then, you will receive a confirmation SMS, and you must reply to that message to complete your opt-in process. Only after completing all three steps will you be fully subscribed to receive SMS messages.

Name(Required)
By submitting this form, you are taking the first step to receive SMS communications from Sure Wealth Solutions. Please note that after submitting, you will receive a confirmation message via email, and you must respond to that message to complete your opt-in process. Only after confirming via email will you be able to confirm via text message. Only after will you be fully subscribed to receive SMS messages. We use SMS to provide administrative and informational updates, such as appointment reminders. We do not send promotional messages, and you can opt-out at any time by replying "STOP." To learn more about how we handle your information, please review our Privacy Policy and SMS Messaging Policy.
I Understand and Agree to SMS Messaging (administrative and transactional only) terms(Required)
I agree to the terms and conditions of receiving SMS communications from Sure Wealth Solutions. By checking this box, I confirm that I understand and agree to the following: Privacy Assurance: I acknowledge that my personal information will not be shared, sold, traded, or otherwise disclosed to any third parties without my explicit consent. Triple Opt-In Requirement: I understand that I must complete a triple opt-in process before I will begin receiving any SMS communications. This includes: Step 1: Completing this opt-in form. Step 2: Confirming my consent via the email I will receive. Step 3: Responding "YES" to the SMS confirmation message I will receive. No Response to Non-Compliant Texts: I am aware that any text messages sent without completing the required triple opt-in process will not be responded to by Sure Wealth Solutions. Communication Purpose: I understand that SMS messages will be strictly for administrative and informational purposes only, such as appointment reminders or service updates. I will not receive promotional content through SMS. Opt-Out Option: I can opt-out of receiving SMS communications at any time by replying "STOP" to any message I receive, and I acknowledge that this will terminate any further SMS notifications.