WealthMax Solutions is an independent insurance agency. This policy covers our websites, the calls booked through them, and the email and text messages that follow.
We collect the information you give us through our websites, forms, calls and messages, along with information about visits to our websites. We use it to answer your request, arrange appointments, help you explore insurance options, operate our business and meet applicable record-keeping requirements.
We share information with licensed professionals acting through WealthMax, insurers and organizations involved in an application, service providers that help run our business, and advertising platforms such as Meta for ad measurement. We do not sell contact lists or share text-message opt-in information with others for their own marketing.
Reply STOP to end texts. You can also ask to access, correct or delete your information, subject to applicable legal and record-keeping requirements.
This policy explains how Refined Capital LLC, doing business as WealthMax Solutions ("WealthMax," "we," "us"), collects, uses, shares and protects personal information. It covers our websites and WealthMax landing pages and funnels, including wealthmaxsolutions.com and learn.wealthmaxsolutions.com, as well as forms and booking pages we use, and our related calls, emails and text messages. A form or booking page may be hosted for us by another company.
WealthMax Solutions is an independent insurance agency. It is not an insurance company, a bank, a broker-dealer or a registered investment adviser.
Please don't put Social Security numbers, account numbers or health details into a website form. We'll ask for anything we need in a secure way.
We may use automated tools to route an inquiry to a licensed professional. A licensed professional reviews any product recommendation with you; the issuing insurer makes its own underwriting decisions.
If you give us permission on a form, we and the licensed professionals acting through WealthMax may contact you as described on that form. This can include calls, emails and texts about your inquiry or appointment. We send marketing texts only when you separately agree to receive them. Consent to automated marketing calls or texts is not a condition of buying anything.
Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out, or HELP for help. Mobile carriers are not liable for delayed or undelivered messages.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Calls with our agents may be recorded or monitored for quality, training and compliance. You'll be told at the start of the call where that applies.
We keep personal information while it is needed to handle your request, serve you, or meet legal and insurance record-keeping requirements. We remove or de-identify information when it is no longer needed for those purposes. We may keep a minimal record of an opt-out so we can honor your choice.
We use administrative, technical and physical safeguards designed to protect personal information, including encryption in transit and access controls. No method of transmission or storage is completely secure, and we can't guarantee absolute security.
We will never ask for your online banking or brokerage login, and we never ask for access to your accounts. If anyone claiming to represent us does, it isn't us. Contact us right away.
Wherever you live in the U.S., you can ask us to:
We won't treat you differently for making a privacy request. To make one, contact us using the details below. We may need to verify your identity before acting and will respond within the time required by applicable law. You may use an authorized agent with proof of their authority. If we decline a request, we will explain why and how to appeal where an appeal is available. Insurance applicants and policyholders may have additional rights under state insurance privacy laws.
Our services are for adults. We don't knowingly collect personal information from anyone under 18. If you believe a child has given us information, contact us and we'll delete it.
Our sites link to insurance companies, video platforms and social media. We don't control those sites and aren't responsible for their content or privacy practices. Read their policies before giving them information.
We may update this policy from time to time. The effective date at the top shows when it was last revised. If a change materially affects how we handle information we already have, we'll give notice on this site before it applies.
For any question about this policy, or to use any right described in it:
Email: [email protected]
Phone: 515-230-6966
Mail: 2390 E Camelback Road, Suite 130, Phoenix, AZ 85016
If you're not satisfied with our response, you may contact your state insurance department or attorney general.