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Contact

305 E. Oak Street Suite D

Tampa, FL 33606

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Tel:  813-497-2013

Fax: 813-803-8396

 

Email:

​Chuck@shanbergadvisor.com

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SMS Privacy Policy Last Updated: 08/30/2024  1. Overview of SMS Program. Our SMS program provides updates, notifications and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service. 2. Types of Personal Information We Collect. We may collect the following personal information to facilitate our SMS program: Name, Phone number, Email address (if applicable), Other contact information (if applicable). 3. Methods of Data Collection. We collect personal data through the following methods: Online Forms: Information is collected when you submit a form on our website to subscribe to our SMS program. Physical Forms: Information is collected when you fill our a dn submit a physical form at one of our locations or events. 4. How We Use Your Personal Data. The personal data we collect is used to: Send you SMS messages related to updates, notifications, and promotional offers. Communicate policy updates and other service related information. Prospect for new policies and clients, where applicable. Improve our services and tailor our communications to better meet your needs. 5. Storage, Maintenance, and Protection of Personal Information. We store and maintain your personal information in secure databases protected by industry-standard security measures. We take appropriate steps to protect your personal data against unauthorized access, disclosure, alteration, or destruction. 6. Sharing Personal Data with Third Parties. We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf. 7. Managing Your Personal Information. You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at chuck@shanbergadvisor.com. Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying “STOP” to any of our messages or by contacting us directly. Opting out will not affect your other interactions with our services. 8. Contact Us. If you have any question or concerns regarding this SMS Privacy Policy or our data practices, please contact us at: Chuck Shanberg, CFPO 302 N. Excelda Ave., Tampa, FL 33609 813-497-2013 chuck@shanbergadvisor.com.

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