Privacy Policy
Last Updated: July 13, 2025
At The Smart Money Pro, your privacy is very important to us. This Privacy Policy explains how we collect, use, and protect your personal information.
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
Your name, address, phone number, and email address
Information you share when requesting a quote, scheduling an appointment, or signing up for a program
Other details needed to provide insurance, financial, or retirement planning services
How We Use Your Information
We use your information to:
Provide the products and services you request
Communicate with you about your policies, appointments, or programs
Respond to your questions
Offer you information about products that may be beneficial to you
We Do Not Sell or Share Your Information
We do not sell, trade, or rent your personal information to third parties.
We may share information only:
When necessary to process your applications with trusted insurance carriers
To comply with legal requirements, subpoenas, or regulatory obligations
With your explicit permission
How We Protect Your Information
We use reasonable security measures to protect your information from unauthorized access. However, no method of online transmission or electronic storage is 100% secure, so we cannot guarantee absolute security.
Third-Party Links
Our website may include links to other websites. We are not responsible for the privacy practices or content of those sites.
Your Choices
You may opt out of receiving marketing communications at any time by contacting us at rebekka@thesmartmoneypro.com or following the unsubscribe instructions in our emails.
Changes to This Policy
We may update this Privacy Policy occasionally. Any changes will be posted on this page with the new effective date.
Contact Us
For questions about this policy, please contact us at:
📧 rebekka@thesmartmoneypro.com
📞(909) 293-8453