PRIVACY POLICY

Effective Date: June 9th. 2026

Massinburg Financial ("Company," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide through our website, landing pages, online forms, social media channels, email communications, text messaging programs, and related services.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with Massinburg Financial.

INFORMATION WE COLLECT

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Mailing address
• Date of birth
• Financial information provided through assessments, questionnaires, or consultations
• Insurance-related information
• Retirement planning information
• Estate planning information
• Medicare-related information
• Information submitted through contact forms, surveys, quizzes, or appointment requests

We may also automatically collect certain information, including:

• IP address
• Browser type
• Device information
• Operating system
• Referring websites
• Website usage data
• Pages viewed
• Time spent on pages
• Cookies and tracking information

HOW WE USE YOUR INFORMATION

We may use your information to:

• Respond to inquiries
• Schedule appointments
• Provide requested information
• Deliver financial education and resources
• Evaluate potential insurance and financial planning opportunities
• Improve our website and services
• Process transactions and service requests
• Communicate with you regarding products, services, events, and updates
• Send newsletters and marketing communications
• Comply with legal and regulatory obligations
• Detect and prevent fraud or unauthorized activity

TEXT MESSAGE COMMUNICATIONS

By providing your mobile phone number and opting in, you consent to receive text messages from Massinburg Financial.

These communications may include:

• Appointment reminders
• Follow-up communications
• Educational content
• Event invitations
• Service updates
• Marketing and promotional messages

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP. For assistance, reply HELP.

Consent to receive text messages is not a condition of purchasing any product or service.

EMAIL COMMUNICATIONS

If you provide your email address, you may receive educational content, newsletters, service updates, promotional offers, and other communications from us.

You may unsubscribe at any time using the unsubscribe link included in our emails.

COOKIES AND TRACKING TECHNOLOGIES

Our websites and funnels may use cookies, pixels, tags, and similar technologies to:

• Analyze website traffic
• Improve user experience
• Measure advertising performance
• Retarget website visitors
• Customize content and marketing

Third-party platforms may include:

• Google Analytics
• Google Ads
• Facebook/Meta
• Instagram
• LinkedIn
• YouTube
• GoHighLevel
• CRM and marketing automation platforms

You may disable cookies through your browser settings, although certain website features may not function properly.

HOW WE SHARE INFORMATION

We do not sell your personal information.

We may share information with trusted third-party providers who assist us in operating our business, including:

• Insurance carriers
• Financial service providers
• CRM providers
• Marketing platforms
• Website hosting companies
• Payment processors
• Compliance vendors
• Technology service providers

We may also disclose information:

• To comply with legal obligations
• To respond to court orders or regulatory requests
• To protect our rights and property
• To prevent fraud or security threats
• In connection with a merger, acquisition, or business transfer

DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards designed to protect your information.

However, no transmission of data over the internet or electronic storage system can be guaranteed to be 100% secure. Therefore, we cannot guarantee absolute security.

RETENTION OF INFORMATION

We retain personal information for as long as necessary to:

• Provide services
• Meet legal obligations
• Comply with regulatory requirements
• Resolve disputes
• Enforce agreements

Retention periods may vary depending on applicable laws and business requirements.

THIRD-PARTY LINKS

Our websites and funnels may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those websites.

We encourage you to review their privacy policies before providing information.

CHILDREN'S PRIVACY

Our services are intended for individuals who are at least 18 years old.

We do not knowingly collect personal information from children under the age of 13. If we become aware that such information has been collected, we will take reasonable steps to delete it.

YOUR PRIVACY RIGHTS

Depending on your state of residence, you may have rights regarding your personal information, including:

• Access to personal information
• Correction of inaccurate information
• Deletion of personal information
• Limitation of certain uses of personal information
• Opting out of marketing communications

To exercise these rights, contact us using the information below.

CALIFORNIA RESIDENTS

California residents may have additional rights under applicable privacy laws, including the right to request information regarding the categories of personal information collected and disclosed.

DO-NOT-TRACK SIGNALS

Our website does not currently respond to browser Do-Not-Track signals.

PROFESSIONAL SERVICES DISCLAIMER

Information provided through our website, funnels, emails, videos, social media channels, webinars, workshops, and educational materials is for informational and educational purposes only and should not be construed as legal, tax, investment, accounting, or financial advice.

Individuals should consult qualified professionals regarding their specific circumstances.

CHANGES TO THIS POLICY

We reserve the right to update or modify this Privacy Policy at any time.

Any changes will be posted on this page with an updated effective date.

Continued use of our website or services after changes are posted constitutes acceptance of those changes.

CONTACT INFORMATION

Massinburg Financial

Email: [email protected]

Website: MassinburgFinancial.com

Phone: 469-427-5797

Mailing Address: 13455 Noel Road, 20th Floor Dallas, TX 75240

If you have questions regarding this Privacy Policy or your personal information, please contact us using the information above.