Privacy Policy

WealthPrecepts is a fictitious business name of Southard Insurance Services, LLC ("we"). This policy explains what information we collect through WealthPrecepts.com and how we use it.

What we collect

This website does not ask for personal information directly. When you book a call, use a calculator or fill in a form, you do so on a scheduling or marketing service we use (such as Calendly or GoHighLevel), which collects the details you enter, such as your name, email address and phone number. Our hosting provider may keep standard server logs, such as IP addresses and pages visited, for security and performance.

How we use it

We use the information you provide to respond to you, schedule and hold meetings, send information you request, and provide insurance services. If you agree to receive emails or text messages, you can opt out at any time using the link or instructions in the message.

Sharing

We do not sell your personal information. We share it only with service providers that help us operate, with insurance carriers and our marketing organization when you apply for coverage, or when the law requires it.

Your choices

You can ask us to access, correct or delete the personal information we hold about you. California residents have additional rights under the California Consumer Privacy Act. To make a request, contact us at info@wealthprecepts.com or (408) 476-1254.

Changes

We may update this policy and will change the date above when we do.