Vitality Wealth Solutions LLC

Privacy policy

Privacy Policy

Business: Vitality Wealth Solutions LLC
Effective Date: March 2, 2026
Last Updated: March 2, 2026

This Privacy Policy explains how Vitality Wealth Solutions LLC (“we,” “us,” or “our”) collects, uses, shares, and protects information when you visit our website, submit a form, request a quote, schedule an appointment, or communicate with us (collectively, the “Services”).

1. Information We Collect

We may collect the following categories of information:

  • Contact information: name, email address, phone number, mailing address.
  • Inquiry information: details you provide about insurance needs, benefits questions, retirement planning interests, or travel inquiries.
  • Appointment information: preferred times, notes, and communication preferences.
  • Device and usage data: IP address, browser type, pages viewed, referring/exit pages, and basic analytics.

2. How We Use Information

We use information to:

  • Respond to your requests (quotes, consultations, workshops, travel services inquiries).
  • Provide customer support and communicate about appointments and service updates.
  • Improve the website and user experience, including analytics and troubleshooting.
  • Maintain security, prevent fraud, and comply with legal obligations.

3. Text Messaging (SMS) Privacy and A2P/10DLC Compliance

If you provide a mobile phone number and consent to receive text messages from us, we may send messages related to your request, appointment reminders, service updates, and (if you separately consent) marketing or promotional messages.

  • Message frequency: Message frequency may vary.
  • Message & data rates: Message and data rates may apply.
  • Opt-out: You can opt out at any time by replying STOP.
  • Help: Reply HELP for assistance, or contact us using the information in Section 11 below.
  • Carrier disclaimer: Carriers are not liable for delayed or undelivered messages.

No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Information

We may share information in the following limited situations:

  • Service providers: with vendors that help us operate the website, forms, scheduling, communications, analytics, and customer support (only as needed to perform services on our behalf).
  • Insurance carriers and partners (when you request it): to obtain quotes, evaluate eligibility, or deliver requested services.
  • Legal and compliance: if required to comply with law, respond to lawful requests, or protect rights and safety.
  • Business transfers: if we are involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction.

5. Cookies and Analytics

We may use cookies and similar technologies to improve site functionality, understand usage, and measure performance. You can control cookies through your browser settings. Disabling cookies may impact some features.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

7. Data Security

We take reasonable administrative, technical, and physical measures designed to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location and applicable law, you may have rights to:

  • Request access to the personal information we have about you.
  • Request correction of inaccurate information.
  • Request deletion of your personal information (subject to legal and operational limitations).
  • Opt out of marketing communications (email or SMS) at any time.

To make a privacy request, contact us using the information in Section 11 below.

9. Children’s Privacy

Our Services are not intended for children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child provided information to us, contact us and we will take appropriate steps to delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Continued use of the website after changes means you accept the updated policy.

11. Contact Us

Vitality Wealth Solutions LLC
2104 W Moss Ave, Suite 102
West Peoria, IL 61604
Email: [email protected]