Privacy Policy

Who we are

APeX Wealth Architect ("we," "us," "our") helps individuals and families review life insurance coverage and explore career opportunities in the financial services industry. This policy explains how we collect, use and protect information when you visit apexwealtharchitect.com, fill out one of our forms, book an appointment, or communicate with us by phone, text message or email.

Information we collect

• Information you give us: your name, phone number, email address, preferred language, coverage interests, best time to contact you, referral source, and anything else you choose to share in a form, appointment booking or conversation.
• Appointment details: the date and time you book and any notes you add.
• Technical information: basic data your browser sends automatically, such as IP address, device and browser type, pages visited and referring page, collected through cookies and similar tools so our website works properly and we can understand how it is used.

How we use your information

• To respond to your request and schedule your coverage review or career interview.
• To send appointment confirmations, reminders and follow-up messages related to your request.
• To prepare for and conduct your consultation and, if you choose, help you apply for coverage.
• To improve our website and services.
• To comply with legal and regulatory obligations.

Text messaging (SMS)

If you provide your mobile number and check the consent box on our form, you agree to receive text messages from APeX Wealth Architect about your request, appointments and related follow-up. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time and HELP for help. Consent is not a condition of purchase.

How we share information

We do not sell your personal information. We share it only:

• With service providers that help us operate our website, scheduling, email and text messaging, who may use it only to provide those services to us.
• With insurance carriers, only when you ask us to help you apply for coverage.
• When required by law, regulation, subpoena or to protect our rights, our clients or others.

How we protect information

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

How long we keep information

We keep your information for as long as needed to serve you and to meet legal, regulatory and record-keeping requirements.

Your choices

• Texts: reply STOP to any message.
• Email: use the unsubscribe link in any email.
• Access, correction or deletion: contact us using the details below and we will respond as required by applicable law.

Children

Our website and services are not directed to children under 13, and we do not knowingly collect their personal information.

Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it was last changed.

Contact us

APeX Wealth Architect
Phone: (561) 621-4166
Email: [email protected]