Is something we take serious.
Collection of your Personal Information
In order to better provide you with products and services offered on our Site, LifePlan 360 may collect personally identifiable information, such as your:
- First and Last Name
- Mailing Address
- E-mail Address
- Phone Number
If you purchase LifePlan 360’s products and services, we collect billing and credit card information. This information is used to complete the purchase transaction.
We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services available on the Site. These may include: (a) registering for an account on our Site; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services on our Site. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.
Use of your Personal Information
LifePlan 360 collects and uses your personal information to operate its website(s) and deliver the services you have requested.
LifePlan 360 may also use your personally identifiable information to inform you of other products or services available from LifePlan 360 and its affiliates.
Sharing Information with Third Parties
LifePlan 360 does not sell, rent or lease its customer lists to third parties.
LifePlan 360 may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. LifePlan 360 may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to LifePlan 360, and they are required to maintain the confidentiality of your information.
LifePlan 360 may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on LifePlan 360 or the site; (b) protect and defend the rights or property of LifePlan 360; and/or (c) act under exigent circumstances to protect the personal safety of users of LifePlan 360, or the public.
Tracking User Behavior
LifePlan 360 may keep track of the websites and pages our users visit within LifePlan 360, in order to determine what LifePlan 360 services are the most popular. This data is used to deliver customized content and advertising within LifePlan 360 to customers whose behavior indicates that they are interested in a particular subject area.
Automatically Collected Information
Information about your computer hardware and software may be automatically collected by LifePlan 360. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the LifePlan 360 website.
The LifePlan 360 website may use "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by aweb server in the domain that issued the cookie to you.
One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize LifePlan 360 pages, or register with LifePlan 360 site or services, a cookie helps LifePlan 360 to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same LifePlan 360 website, the information you previously provided can be retrieved, so you can easily use the LifePlan 360 features that you customized.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the LifePlan 360 services or websites you visit.
Security of your Personal Information
LifePlan 360 secures your personal information from unauthorized access, use, or disclosure. LifePlan 360 uses the following methods for this purpose:
- SSL Protocol
When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.
We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.
Right to Deletion
Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:
- Delete your personal information from our records; and
- Direct any service providers to delete your personal information from their records.
Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:
- Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;
- Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;
- Debug to identify and repair errors that impair existing intended functionality;
- Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;
- Comply with the California Electronic Communications Privacy Act;
- Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;
- Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;
- Comply with an existing legal obligation; or
- Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.
Children Under Thirteen
LifePlan 360 does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.
From time to time, LifePlan 360 may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.
Changes to this Statement
LifePlan 360 welcomes your questions or comments regarding this Statement of Privacy. If you believe that LifePlan 360 has not adhered to this Statement, please contact LifePlan 360 at:
Addison, Texas 75167
Effective as of December 07, 2020
- First 500 Business Cards for Free
- LifePlan 360 Advisor Site
- Advisor Lead Capture Form
- LifePlan 360 Email Address
- Weekly LP 360 Focused Training
- Client Tell-All Report
- Client CRM
- A-Z Bootcamp On-Site & Virtual
- Full Video Training Library
- Training Presentations
- How-To Videos
- Ongoing Weekly Training
- Training for Advanced Cases
- Training Material & Documents
- Product Illustrations
- LifePlan 360 Case Design
- Carrier Compliance
- Product Support
- Advanced Case Support
- Agency Support
- Software Support
"LifePlan 360 has been the best thing that has ever happened in my career! I have never had cases so large to work with before. I never thought this was possible, but I have made more income on my last 2 cases then my last 2 quarters of the year!"
"I like to consider myself ahead of the curve in financial services. Like I have seen or made sure to become familiar with the “competition”. I have even tried comparing just about every financial planning tool I could find, from apps to software from all over. LifePlan 360 is the most fully comprehensive software and financial planning tool I have ever seen, just a fact!"
"I am still shocked at the degree I can help people! Who knew that something this special even existed! WOW, I mean WOW! I am so proud of the things I have been able to help my clients accomplish with LifePlan 360. I can deliver the piece of mind to everyone involved, me so I can sleep at night and my clients because they now have a real financial plan!"