Privacy Policy
Effective Date: March 1, 2026

Cleveland Agency Group LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

1. Information We Collect

We may collect the following information when you submit a form on our website:

- Full name

- Email address

- Phone number

- Any additional information you voluntarily provide

2. How We Use Your Information

We use your information to:

- Contact you regarding your request for a financial strategy session

- Provide information about life insurance and financial strategies

- Send follow-ups via email, phone, or SMS

- Improve our services and communication

3. SMS & Communication Consent

By submitting your information, you agree to receive communications from Cleveland Agency Group LLC via:

- Phone calls

- Emails

- Text messages (SMS)

These messages may include:

- Appointment confirmations

- Follow-ups

- Information related to your request

Message and data rates may apply.
Message frequency may vary.

You can opt out at any time by replying STOP to any text message.
For assistance, reply HELP.

4. Information Sharing

We do not sell, rent, or trade your personal information.

We may share your information only with:

Service providers assisting in communication or CRM systems

Legal authorities if required by law

5. SMS Consent & Mobile Data (A2P REQUIRED – CRITICAL)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance user experience, analyze website traffic, and improve our services.

You can control cookie settings through your browser preferences.

7. Data Security

We implement reasonable measures to protect your personal information. However, no method of transmission over the internet is 100% secure.

8. Your Rights

You may request to:

Access your data

Correct your data

Delete your data

To do so, contact us at:
📧 [email protected]

9. Contact Information

Cleveland Agency Group LLC
📧 [email protected]
📞 +1 (615) 939-8296