Effective Date: March 1, 2026
Last Updated: March 3, 2026

Prosperity Vantage ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit prosperityvantage.com.

By using this website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide

When you:

• Fill out a contact form
• Request a financial needs analysis
• Subscribe to our newsletter
• Book an appointment
• Opt in to SMS updates
• Download a resource

We may collect:

• Name
• Email address
• Phone number
• State of residence
• Mailing address
• Financial information you voluntarily provide
• Any information submitted in message fields

You provide this information voluntarily.

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address
• Browser type
• Device type
• Pages visited
• Time spent on site
• Referring website

We may use cookies, pixels, and similar tracking technologies.

2. How We Use Your Information

We may use your information to:

• Respond to inquiries
• Schedule appointments
• Provide financial education resources
• Send newsletters or updates
• Deliver SMS communications (if opted in)
• Improve website functionality
• Comply with legal and regulatory requirements

We do not sell your personal information.

3. SMS & 10DLC Compliance (A2P Messaging)

If you provide your phone number and opt in to receive SMS messages:

• You consent to receive informational and promotional text messages from Prosperity Vantage.
• Message frequency varies.
• Message and data rates may apply.
• Consent is not a condition of purchase.

To opt out:

• Reply STOP to unsubscribe.
• Reply HELP for assistance.

Your phone number will not be shared, sold, or rented to third parties for marketing purposes.

We comply with:

• TCPA (Telephone Consumer Protection Act)
• CTIA Messaging Guidelines
• 10DLC registration and carrier requirements

SMS opt-in data and consent will not be shared with any third parties except messaging platform providers necessary to deliver the service.

4. Email Marketing

If you subscribe to our newsletter:

• You may receive educational content, updates, and promotions.
• You may unsubscribe at any time by clicking the "Unsubscribe" link in any email.
• We comply with CAN-SPAM regulations.

5. Financial Information Disclaimer

Prosperity Vantage provides financial education and licensed insurance services. We do not request sensitive financial data (such as Social Security numbers or banking credentials) through unsecured website forms.

If such information is required for policy applications, it will be collected securely through approved carriers or encrypted systems.

6. Cookies & Tracking Technologies

We may use:

• Google Analytics
• Meta Pixel
• Advertising retargeting tools
• CRM tracking integrations

These tools help us understand visitor behavior and improve marketing.

You may disable cookies in your browser settings.

7. Third-Party Service Providers

We may use third-party vendors to:

• Host our website
• Process email communications
• Manage CRM systems
• Send SMS messages
• Schedule appointments

These providers only receive information necessary to perform services on our behalf.

Examples may include:

• Email marketing platforms
• CRM providers
• SMS delivery platforms
• Appointment scheduling tools

We are not responsible for the privacy practices of external websites linked from our site.

8. Data Security

We implement reasonable administrative and technical safeguards to protect your information. However, no internet transmission is 100% secure.

9. Your Rights

Depending on your state of residence, you may have rights to:

• Request access to your data
• Request correction
• Request deletion
• Opt out of marketing communications

To exercise these rights, contact us at:

📧 info@prosperityvantage.com

10. Children’s Privacy

This website is not intended for individuals under 18. We do not knowingly collect data from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

12. Contact Information

Prosperity Vantage
130 N. Preston Rd, Prosper, TX 75078
info@prosperityvantage.com
(469) 659-1907