Privacy Policy

Greybeard Holdings LLC (“we,” “us”) respects your privacy. This policy explains what we collect on getinsuredmoney.com (the “Site”), how we use it, and your choices.

1. Information we collect.

• Information you give us: your first name, mobile number, email (if provided), and the answers you select on our forms (for example, your retirement stage and what’s most on your mind). You may also provide this through a Meta/Facebook lead form.

• Information collected automatically: usage data such as pages viewed, referring source, approximate location, device and browser type, and IP address, collected through cookies and similar technologies.

2. Cookies and tracking technologies. We use cookies and tags including Google Analytics and the Meta (Facebook) pixel to understand site usage and to measure and improve our advertising. You can control cookies through your browser settings and opt out of Google Analytics using Google’s opt-out tools.

3. How we use your information. To respond to you and schedule your Insured Money Check; to contact you by phone, email, and text about your request; to provide and improve the Site; to measure and target advertising; and to comply with law.

4. Text messaging. If you opt in, we use your mobile number to text you about your request, including messages from an automated assistant. Message frequency varies; message and data rates may apply; reply STOP to opt out or HELP for help. Your mobile opt-in information will not be sold or shared with third parties or affiliates for their marketing purposes.

5. How we share information. We share information only with service providers who help us operate (for example, our website host [Framer], CRM and scheduling [GoHighLevel], messaging provider [SMS PROVIDER], and analytics/advertising platforms [Google, Meta]), and as required by law or to protect our rights. We do not sell your personal information. [Confirm this is accurate for your setup.]

6. Data retention. We keep your information only as long as needed for the purposes above or as required by law. [Specify a retention period if you have one.]

7. Security. We use reasonable measures to protect your information, but no method of transmission or storage is completely secure.

8. Your choices and rights. You may opt out of texts (STOP) and emails (unsubscribe) at any time, and you may ask us to access or delete your information by contacting us. If you are a California resident, you have additional rights under the CCPA/CPRA, including the right to know, delete, and opt out of the sale or sharing of personal information (we do not sell your information).

9. Children’s privacy. The Site is not directed to anyone under 18, and we do not knowingly collect information from minors.

10. Third-party links. We are not responsible for the privacy practices of websites we link to.

11. Changes. We may update this policy; changes take effect when posted.

12. Contact. Greybeard Holdings LLC, 516 Red Yucca Ct, Liberty Hill, TX 78642 · shawn@getinsuredmoney.com · 916-360-0696.