Privacy Policy — Tri-Life Wealth
Effective: September 23, 2026
Who we are
Tri-Life Wealth (“we,” “us”) provides retirement planning and life insurance services.
This policy explains what information our website collects and how we use it. Questions?
Contact us at info@tri-lifewealth.com.
Information we collect
– Information you give us: your name, email address, phone number, and anything you enter into our forms, guide downloads, or calculators.
Information collected automatically: cookies and similar technologies that show us how visitors use the site (pages visited, time on site, device and browser type).
Our site shows a cookie notice; by continuing to use the site, you consent to this.
Information we collect:
We collect the contact information you give us (such as your name, email address, and phone number), the information you share with us when you ask about or use our services, and basic information about how you use this website.
How we use your information:
To respond to your inquiries and deliver the resources you request, such as our tax strategies guide.
To follow up about our services by email, phone, or text — only if you’ve asked us to contact you or given us consent.
To improve our website and marketing. We do not sell your personal information.
How we use your information:
We use your information to respond to your inquiries, provide our retirement planning services, schedule and confirm appointments, send appointment reminders and follow-ups (including by text message when you have opted in), and operate and improve this website. We do not sell your personal information.
How we share your information:
We share information only with service providers who help us operate the site and communicate with you (for example, email delivery and scheduling tools), and when required by law.
These providers may use your information only to perform services for us.
Text messages:
When you provide your mobile number on one of our forms and agree to receive text messages, you opt in to text messages from Tri-Life Wealth. If you provide your mobile number, we may send appointment reminders or follow-ups by text. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for help. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Data security:
We use reasonable safeguards to protect your information. No internet transmission is completely secure, so we cannot guarantee absolute security.
Cookies and tracking:
This website may use cookies and similar tools to understand how visitors use the site and to improve it. You can turn cookies off in your browser settings; the website will still work.
Your rights:
You may ask us at any time what personal information we hold about you, and ask us to correct or delete it. You can stop text messages at any time by replying STOP, and stop marketing emails by using the unsubscribe link in the email or contacting us at brittany@tri-lifewealth.com.
Your choices:
You may ask us to review, correct, or delete your personal information by contacting us at info@tri-lifewealth.com. You can unsubscribe from marketing emails using the link in any email we send.
Children’s privacy:
This site is not directed at children under 13, and we do not knowingly collect their information.
Changes to this policy:
We may update this policy from time to time. The current version will always be posted on this page.