
Page Title
Your Privacy Matters to Us
Terms and Conditions
By completing an event registration form, submitting your personal information, or otherwise engaging with Retirement Solutions 4 Life Inc., you acknowledge and agree to the following Terms and Conditions:
1. Authorization to Contact
By providing your contact information, you expressly authorize a representative of Retirement Solutions 4 Life Inc. to contact you via phone, email, or other provided communication methods for the purposes of:
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Confirming your event reservation
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Providing requested information
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Following up regarding services or educational opportunities related to your inquiry
2. Privacy and Data Protection
Retirement Solutions 4 Life Inc. does not sell, rent, or share any personal information with third parties for marketing or commercial purposes.
All information collected is used solely for internal communication and service-related purposes.
3. Compliance and Security Standards
We maintain high standards of data protection and compliance, including:
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SOC 2 compliance for secure handling of data
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Adherence to applicable HIPAA (Health Insurance Portability and Accountability Act) guidelines where relevant
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Compliance with Know Your Customer (KYC) regulations
4. No Sales or Financial Transactions at Events
You understand and agree that:
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No products or services are sold at workshops or events
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You will never be asked to provide a credit card number at any event or during initial communications
5. No Professional Advice Provided
All information presented at events or through communications is for educational purposes only.
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No investment, legal, financial, or tax advice is provided
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No medical advice or diagnosis is offered
You are encouraged to consult with licensed professionals for advice specific to your situation.
6. Acknowledgment and Consent
By submitting your information or registering for an event, you acknowledge that:
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You have read and agree to these Terms and Conditions
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You consent to being contacted as outlined above
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You understand your information will remain private and will not be shared or sold
If you do not agree with these terms, please do not submit your information.
Privacy Policy
Retirement Solutions 4 Life Inc. is committed to safeguarding your personal information and maintaining your trust.
1. Information We Collect
We may collect the following types of information when you register for an event or submit a form:
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Name
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Phone number
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Email address
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Mailing address (if provided)
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Any additional information voluntarily submitted by you
2. How We Use Your Information
Your information is used solely to:
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Confirm event registrations
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Provide requested information or resources
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Communicate regarding upcoming events, services, or educational opportunities
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Improve our services and outreach
3. Information Sharing
We do not sell, trade, or otherwise transfer your personal information to outside parties.
Your information is kept strictly confidential and used only within Retirement Solutions 4 Life Inc. for legitimate business purposes.
4. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your personal information, including SOC 2 compliant systems and processes.
5. Regulatory Compliance
Where applicable, we adhere to:
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HIPAA guidelines for protection of health-related information
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Know Your Customer (KYC) requirements
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Other applicable federal and state data protection laws
6. Your Rights and Choices
You have the right to:
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Request access to your personal information
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Request correction or deletion of your information
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Opt out of communications at any time
To exercise these rights, please contact us directly.
7. No Financial or Medical Data Collection at Events
We do not request sensitive financial information (such as credit card numbers) at events, and we do not provide medical or investment advice.
8. Updates to This Policy
Retirement Solutions 4 Life Inc. reserves the right to update or modify these Terms and Privacy Policy at any time. Updates will be reflected with a revised effective date.
Retirement Solutions 4 Life Inc.
Committed to transparency, integrity, and the protection of your personal information.
