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Effective Date: July 14, 2025

At Rooted Financial Group, we are committed to protecting your privacy and safeguarding the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or interact with our services.

Information We Collect

We may collect personal information that you voluntarily provide, including but not limited to:

• Name

• Phone number

• Email address

• Mailing address

• Date of birth

• Financial and insurance-related information

• Information submitted through contact forms, appointment requests, or applications

We may also automatically collect certain technical information when you visit our website, including:

• IP address

• Browser type and version

• Device information

• Pages visited

• Date and time of website access

• Referring website addresses

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and requests

• Provide insurance, retirement, Medicare, and financial planning services

• Process applications and service requests

• Schedule appointments and communicate with you

• Improve our website and customer experience

• Comply with legal and regulatory requirements

• Send educational content, updates, or marketing communications, when permitted by law

Information Sharing and Disclosure

We do not sell your personal information.

We may share your information with:

• Insurance carriers and financial service providers necessary to provide requested products and services

• Service providers who assist us with business operations

• Regulatory agencies or legal authorities when required by law

• Other parties with your consent

All third parties are expected to maintain the confidentiality and security of your information.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of electronic transmission or storage is completely secure.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and enhance website functionality. You may adjust your browser settings to disable cookies, though some website features may not function properly.

Third-Party Links

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

Your Privacy Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:

• Request access to your personal information

• Request correction of inaccurate information

• Request deletion of personal information, where applicable

• Opt out of certain communications

To exercise these rights, please contact us using the information below.

Text Messages and Electronic Communications

If you provide your phone number or email address, you consent to receiving communications related to your inquiries, appointments, services, and account information. Message and data rates may apply. You may opt out of marketing communications at any time by following the instructions provided in the communication or by contacting us directly.

Children's Privacy

Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children under 13.

Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us.