Everlasting Financial · Website Information

Privacy Policy

Current date:
Policy effective date: September 23, 2026

This Privacy Policy describes how Everlasting Financial handles information associated with visits to everlastingfinancial.com and inquiries submitted through the website. It also explains how to contact us with privacy questions.

1. Scope of This Policy

This policy applies to our public website and website inquiries. Financial accounts, insurance applications, advisory relationships, and services provided by other companies may be subject to separate privacy notices and agreements. This policy does not replace any privacy notice required for a customer relationship.

2. Information You Provide

When you contact us, request information, or register for a workshop, you may provide your name, email address, telephone number, communication preferences, and details you choose to include in your message. Registration information submitted on another provider’s website is also subject to that provider’s privacy policy.

Please do not submit Social Security numbers, account passwords, account numbers, medical records, or other sensitive information through a general website form or ordinary email. Contact us to discuss an appropriate method for sharing sensitive documents.

3. Website and Technical Information

Website hosting and related services may process technical information such as IP addresses, browser and device details, pages requested, referring pages, and access times. This information may be used to deliver website content, diagnose errors, maintain security, and understand website performance.

4. How Information Is Used

Information collected in connection with this website may be used to:

• Respond to questions and requests for information.
• Arrange appointments and communicate about requested services.
• Coordinate workshop registrations and related communications.
• Operate, maintain, and protect the website.
• Maintain appropriate business records and meet applicable obligations.
• Provide updates or marketing communications where permitted by law.

5. Cookies and Third-Party Features

This website may use cookies or similar technologies to support functionality, remember preferences, and operate third-party features. Where a cookie preference tool is available, you can use it to review and change the choices it provides. You may also manage cookies through your browser settings; disabling some cookies may affect website functionality.

Embedded maps, videos, spam-prevention tools, and external registration services may process technical information when they load or when you interact with them. For example, an embedded Google Map connects your browser to Google. These providers’ handling of information is governed by their own privacy policies.

6. Disclosure of Information

Information may be processed by service providers that support website hosting, communications, appointment scheduling, security, and event registration. Information may also be disclosed when required by law, in response to valid legal process, to protect rights or security, or at your direction.

Any sharing associated with financial or insurance services is addressed by the applicable customer privacy notices and service agreements. Contact us if you would like information about the notices that apply to a particular service.

7. Retention and Security

Retention periods depend on the information involved, the purpose for which it was provided, and applicable recordkeeping requirements. Some records may need to be retained after an inquiry or business relationship ends.

No website, email system, or method of electronic storage can be guaranteed completely secure. Please use care when deciding what information to share online.

8. Your Choices and Requests

You may contact us to ask about information you have provided, request a correction or deletion, or ask to stop receiving marketing communications. Where available, you can also use an unsubscribe link in a marketing email.

Depending on your location and applicable law, you may have additional rights concerning your personal information. We may need to verify your identity before responding. Legal, regulatory, or recordkeeping requirements may limit our ability to fulfill certain requests.

9. Children’s Privacy

This website is intended for adults seeking information about financial and retirement topics. It is not directed to children under 13. If you believe a child has provided personal information through this website, please contact us.

10. External Websites

Links to other websites are provided for convenience. Their privacy practices and content are governed by their own policies. Review those policies before submitting information.

11. Changes to This Policy

Changes will be posted on this page with a revised policy effective date. The “Current date” shown above is a calendar display and does not indicate that this policy was revised on that date.