Privacy Policy

Effective Date: 09/25/2025

Elevated Financial respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, services, and communications.

1. Information We Collect

We may collect the following information when you use our services:

Personal Information: Name, email address, phone number, mailing address, date of birth, and other details provided during consultations or form submissions.

Communication Data: SMS responses, emails, and phone call details.

Technical Data: Browser type, device information, and website usage statistics.

2. How We Use Your Information

We use the information we collect to:

Provide insurance consultations, products, and support.

Send important policy updates, reminders, and service communications.

Respond to inquiries and deliver customer support.

Improve our website, services, and customer experience.

3. SMS & Phone Communications (A2P Compliance)

When you provide your phone number and opt in, you consent to receive SMS and phone communications from Elevated Financial.

Message Frequency: Message frequency may vary based on your interaction with our services.

Message & Data Rates: Standard message and data rates may apply.

Opt-Out: You can opt out of SMS messages at any time by replying STOP. After opting out, you may receive a final message confirming your choice.

Help: For assistance, reply HELP or contact us using the details below.

Consent Not Required: Your consent to receive messages is not a condition of purchase.

4. Data Sharing

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

Insurance partners (such as Globe Life – Family Heritage Division) for underwriting and servicing policies.

Service providers who support our operations (such as communication platforms).

Legal authorities if required by law, regulation, or legal process.

5. Data Security

We take appropriate technical and organizational measures to safeguard your personal information from unauthorized access, disclosure, alteration, or destruction.

6. Your Rights

You have the right to:

Access the personal information we hold about you.

Request corrections to inaccurate or incomplete data.

Opt out of marketing or automated communications.

Request deletion of your personal information where applicable by law.

7. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect information from children.

8. Changes to This Policy

Elevated Financial may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.

9. Contact Information

If you have any questions or requests regarding this Privacy Policy, please contact us:

Elevated Financial
Phone: (308) 293-5112‬
Email: [email protected]