Privacy Policy Effective Date:
June 16, 2025
At
New Hope Wealth Solutions (“we,” “our,” or “us”), your privacy is of utmost importance. This Privacy Policy explains how we
collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.
Please read this policy carefully to understand our practices regarding your information and how we will treat it.
1. Information We Collect
We collect the following types of information:
A. Personal Information You Provide When you use our site, complete a form, schedule a consultation, or sign up for services, we may collect:
Full name
Email address
Phone number
The following information may be collected during a no obligation consultation done either in person or via Zoom:
Physical address
Mailing address
Date of birth
Social Security number (if required for financial products)
Employment or income information
Health information (if applying for insurance)
B. Automatically Collected Information
Through cookies, pixels, and analytics tools:
IP address
Device type
Browser type
Pages visited
Time spent on site
Click behavior
2. How We Use Your Information
We use the collected data to:
Evaluate and provide insurance and financial services
Respond to inquiries and provide support
Process applications or transactions
Send you important notices and service updates
Improve website performance and content
Comply with legal obligations
3. Sharing Your Information
We do not sell your personal information.
We may share your information with:
Licensed insurance carriers and financial partners for product eligibility
Service providers assisting in operations (e.g., email platforms, CRM tools)
Legal authorities, if required by law or for compliance
With your express consent
All third parties are obligated to keep your data secure and confidential.
4. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to:
Understand user behavior and preferences
Personalize your experience
Improve marketing performance
You may control cookie preferences through your browser settings.
5. Data Retention
We retain your personal information only as long as necessary for:
The purposes outlined in this policy
Legal and regulatory requirements
Legitimate business needs
Once no longer needed, your information is securely deleted or anonymized.
6. Security of Your Information
We use industry-standard physical, administrative, and technical safeguards to protect your personal data from unauthorized access,
use, or disclosure.
However, no data transmission or storage method is 100% secure. You use the site at your own risk.
7. Your Rights and Choices
Depending on your location (such as California), you may have the right to:
Access or request a copy of your personal data
Request correction or deletion
Opt-out of communications
Withdraw consent for certain uses
To exercise these rights, email us at: [email protected]
8. Children’s Privacy
Our services are not directed to or intended for anyone under the age of 18. We do not knowingly collect data from children.
9. Third-Party Links
Our website may contain links to other sites. We are not responsible for their privacy practices or content. Please review their
policies before providing any information.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Revisions will be posted on this page with the “Effective Date” updated
accordingly.
11. Contact Us
If you have questions about this Privacy Policy or how your data is handled, contact us at:
New Hope Wealth Solutions
Email: [email protected]
Phone: 209-303-7703
Mailing Address: PO Box 144, Hughson, CA 95326