Women Financial Power is committed to safeguarding the privacy of individuals who interact with our services. This Privacy Policy outlines how we collect, use, disclose, and protect personal information in accordance with applicable privacy laws and regulatory standards.
When you engage with Women Financial Power, we may collect information that allows us to provide our services effectively and comply with regulatory requirements. This includes identifying details such as your name, contact information, and demographic profile.Financial data may be collected to support insurance or retirement planning this can include account balances, income details, or information from government issued documents. Additionally, we may gather technical data when you use our website, such as browser type, device information, and IP address. All data is collected directly from you through forms, consultations, or digital interactions, and is used only for its intended purpose.
We use the information collected to provide tailored insurance and retirement planning solutions, verify identity and suitability for financial products, fulfill our legal and regulatory obligations, communicate with clients and prospects, and evaluate the effectiveness of our services and platforms. Women Financial Power does not sell, rent, or trade personal data to third parties. We limit access to your information to authorized personnel and approved vendors only when necessary to deliver services.
Personal information is retained only as long as necessary to meet the purposes for which it was collected or to satisfy legal and compliance obligations. Information provided by clients will typically be stored for the duration of our engagement and for up to 7 to 10 years following service completion to meet financial services regulations. Non-client data submitted through forms or inquiries is retained for up to two years unless additional follow-up occurs.
You may have the right to request access to the information we hold about you, request corrections to inaccurate data, or request that your information be deleted—unless retention is required under applicable law. You may also opt out of receiving certain communications. If you believe your privacy rights have been violated, you have the right to submit a complaint to the appropriate regulatory authority. To exercise any of these rights, please contact us directly at info@womenfinancialpower.com
To protect your personal data, Women Financial Power uses industrystandard security practices including encryption, access controls, and regular data security reviews. Sensitive documents are stored within our secure client portal, the Generational Vault. All staff handling personal data receive privacy compliance training and access is restricted to authorized individuals only. If a data breach occurs, we will notify affected individuals in accordance with applicable data protection laws.
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