Privacy Policy
Effective Date: 11/6/25
Company: Elev8 Financial Solutions, LLC
Website: https://www.elev8financialsolutions.com
1. Overview
Elev8 Financial Solutions, LLC (“Elev8 Financial”) is committed to safeguarding your privacy and maintaining the confidentiality of your personal information.
This Privacy Policy describes how we collect, use, disclose, and protect information obtained through our website, digital platforms, and business operations. It applies to all clients, website visitors, and business partners throughout the United States.
By using our website or providing your personal information, you agree to the practices outlined in this policy.
2. Information We Collect
We collect personal and non-personal information in the course of providing insurance, health, and financial services.
A. Personal Information
This may include:
• Full name, address, phone number, and email
• Date of birth and demographic data
• Employment and income information (for eligibility or proposal purposes)
• Financial or medical details relevant to life, health, or retirement planning
• Social Security number or identification details (only when required for insurance applications)
• Beneficiary information
• Consultation or communication history
B. Automatically Collected Information
When you visit our website, we may collect:
• IP address and device information
• Browser type, pages visited, and referring URLs
• Session duration and engagement metrics
This data is used to improve website performance, ensure security, and enhance user experience.
3. How We Use Your Information
Your information is used solely to support legitimate business and client service purposes, including:
• Delivering life, health, and retirement insurance products
• Conducting consultations and responding to inquiries
• Preparing quotes, proposals, and coverage recommendations
• Fulfilling legal, regulatory, and licensing requirements
• Communicating updates, confirmations, or relevant educational content
• Improving website functionality and marketing effectiveness
We will never sell or rent your personal information.
4. Information Sharing and Disclosure
We only share your information when necessary and appropriate, including with:
• Licensed insurance carriers and administrators (for applications or servicing)
• Technology and service providers such as CRM platforms, scheduling tools, or secure hosting systems
• Corporate benefit partners, when enrollment assistance is provided through your employer
• Regulatory or compliance entities, as required by law
Each third-party partner is contractually required to protect your data and use it only for authorized purposes.
5. Data Protection and Security
We use administrative, technical, and physical safeguards to protect your personal information, including:
• Secure data encryption (SSL/HTTPS)
• Restricted employee access
• Encrypted digital storage and password-protected files
• Ongoing review of cybersecurity and compliance practices
While we follow industry-standard security measures, no online platform is completely risk-free. We continuously monitor and improve our systems to minimize exposure.
6. Your Rights and Choices
You may have the right, depending on your jurisdiction, to:
• Request access to your personal data
• Request corrections or updates
• Request deletion of certain information (when permitted by law)
• Withdraw consent for specific communications or marketing
• Request details about how your data has been shared
To exercise these rights, please contact us at info@elev8financiaIsoIutions.com. We will respond promptly and transparently.
7. Cookies and Analytics
Our website may use cookies and analytics tools to improve your browsing experience, measure site performance, and tailor content to user interests.
You can disable cookies through your browser settings, though certain site features may not function properly if cookies are disabled.
8. Marketing Communications
With your consent, we may send occasional educational or promotional messages related to insurance, financial literacy, or company updates. You can unsubscribe at any time by clicking the “unsubscribe” link or contacting us directly.
9. Data Retention
We retain your information only as long as necessary to:
• Fulfill the purpose for which it was collected
• Comply with legal and regulatory requirements
• Maintain business and accounting records
After that period, data is securely deleted or anonymized.
10. Third-Party Links
Our website may contain links to third-party resources, carrier portals, or affiliated partners. We are not responsible for the privacy practices, security, or content of those external sites. We recommend reviewing their respective privacy policies before submitting personal information.
11. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect or store information from minors. If you believe a minor has provided us with personal information, please contact us and we will promptly delete it.
12. Policy Updates
We may revise this Privacy Policy periodically to reflect regulatory changes, technology updates, or business growth. All updates will be posted here with a new “Last Updated” date. Continued use of our website or services indicates acceptance of those updates.
13. Contact Us
If you have any questions, requests, or concerns about this Privacy Policy or how your data is handled, please contact:
Elev8 Financial Solutions, LLC
Email: info@elev8fi.com