Effective Date: January 1, 2026 • Last Updated: August 2026
Grow & Stay Rich ("we," "our," or "us") is committed to maintaining the confidentiality, integrity, and security of personal information entrusted to us by clients, financial consultation registrants, and website visitors. This Privacy Policy outlines how we collect, store, process, and protect your data in compliance with state insurance regulations, the California Consumer Privacy Act (CCPA), the General Data Protection Regulation (GDPR), and the Telephone Consumer Protection Act (TCPA).
We collect personal information necessary to deliver financial educational materials, schedule advisory consultations, and generate custom Financial Needs Analyses (FNA). This includes:
By providing your telephone number on our booking, lead magnet, webinar, or contact forms, you grant explicit consent for Grow & Stay Rich to contact you via telephone call or SMS text message for consultation scheduling, appointment reminders, and requested financial updates. Message and data rates may apply. You may opt out of receiving SMS communications at any time by replying "STOP" or contacting us at info@growandstayrich.com or (903) 231-3051.
We never sell, rent, or trade your personal information to third-party marketing brokers. Personal data is shared strictly with authorized carriers (such as Allianz, Corebridge, Nationwide, Athene, etc.) only when necessary to process requested insurance illustrations, underwriting applications, or carrier policy quotes.
If you wish to review, update, or delete your personal information stored with us, please submit a written request to: