Privacy policy

Privacy Policy
Effective Date: 07/22/2025

At Tier’d Life, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or interact with our services, including but not limited to life, health, and annuity consultations and marketing.

 
1. Information We Collect
We collect personal information that you voluntarily provide to us, such as your:

Full name
Phone number
Email address
State of residence
Any information submitted through contact forms, booking pages, or email communication
We also automatically collect limited technical information when you visit our website, including:

IP address
Browser type and version
Pages visited
Time spent on the site
Referral source
Device type
We use cookies, pixels, and similar tracking technologies to collect this data for analytics, performance, and advertising purposes.

 
2. How We Use Your Information
We use the information we collect to:

Respond to your inquiries
Provide personalized financial education and service recommendations
Schedule and confirm appointments
Improve website functionality and user experience
Send follow-up communications via email, text, or phone (with your consent)
Deliver relevant advertising and marketing messages
 
3. Marketing Communications and Consent
By submitting your information through our website or lead forms, you agree to be contacted by Tier’d Life and our licensed agents via phone call, SMS text, and email regarding life, health, and annuity services.

Message and data rates may apply
Message frequency may vary
You may opt out at any time by replying "STOP" to text messages
Reply "HELP" for assistance
You may unsubscribe from emails by clicking the unsubscribe link provided
For further support, you may contact us directly using the information at the bottom of this page
We respect your preferences and will promptly honor your request to opt out of communications.

 
4. Data Sharing and Third Parties
We do not sell your personal information.

We may share your information with trusted third-party service providers (such as CRM platforms, email systems, appointment scheduling tools, and analytics services) strictly to help us operate our business. These providers are contractually required to maintain the confidentiality and security of your data and are not permitted to use it for their own marketing or promotional purposes.
We do not sell your personal information or share it with unrelated third parties for marketing purposes.

We may also disclose your information if required by law or to protect our rights, privacy, safety, or property.

 
5. Cookies and Tracking Technologies
Our website uses cookies, pixels (such as Facebook and Google), and similar technologies to:

Analyze traffic and improve performance
Deliver relevant, personalized advertising
Measure ad effectiveness
By continuing to use our site, you consent to the use of these technologies in accordance with this Privacy Policy. You may disable cookies through your browser settings, but some parts of the site may not function properly.

 
6. Your Privacy Rights
Depending on your state of residence, you may have the right to:

Access the personal data we hold about you
Request correction or deletion of your data
Opt out of data sharing or marketing communications
Request information about how your data is used
To exercise these rights, contact us using the information at the bottom of this page. We will respond within a reasonable timeframe.

California Residents:
Under the California Consumer Privacy Act (CCPA), you may have additional rights, including:

The right to know what personal data we collect and how it is used
The right to request deletion of your data
The right to request disclosure of categories of personal information shared or sold (we do not sell your data)
To exercise these rights, contact us at the email or phone number provided below.

 
7. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices, policies, or content of those third-party sites. We encourage you to review their privacy policies independently.

 
8. Data Security
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. These measures include secure storage, access restrictions, and regular monitoring.

However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

 
9. Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. When changes occur, we will revise the "Effective Date" at the top of this page. You are encouraged to review this policy regularly.

 
10. Contact Us
If you have any questions about this Privacy Policy, or wish to exercise your privacy rights, contact us at:

Tier’d Life
San Diego, California
Email: [email protected]
Phone: 619-902-1791
Website: tierdlife.com