This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware of when they leave our Site and to read the privacy statements of any other site that collects personally identifiable information
What Personally Identifiable Information do we Collect
Personally identifiable information is any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains, including, but not limited to a name, phone number, and email address (“Personal Information”). Estate Planning 567 collects Personal Information about users of the site and those who communicate with Estate Planning 567 via telephone, email, or otherwise, without transacting business (collectively “Visitors”) and individuals that transact business or make use of the Services offered by Estate Planning 567 (collectively “Customers”).
The Personal Information we may collect will depend on whether you are a Visitor or a Customer.
From Visitors, we may collect basic user profile information including but not limited to IP addresses, ISPs, and browser types. From Customers, we may collect Personal Information including but not limited to names, addresses, phone numbers, email addresses, and user profile information.
How Estate Planning 567 Collects Information Through Technological Means - Cookies
When you visit the Site, we may collect information that is automatically sent to us by your web browser. This information may include your domain name and your numerical IP address. We may also collect other information, such as the type of browser you use, which pages you view, and the files you request.
We use this information to better understand how visitors use our Site and to improve our Site to better meet your needs. The amount of information that is sent by your web browser depends on the browser and settings you use. Please refer to the instructions provided by your browser if you want to learn more about what information it sends to websites you visit, or how you may change or restrict this.
Estate Planning 567 may use “cookies” and other similar devices on this Site to enhance functionality. These devices may track information which includes but is not limited to: (i) IP address; (ii) the type of web browser and operating system used; and (iii) the pages of the Site visited. If you wish to disable cookies, refer to your browser help menu to learn how. If you disable cookies, you may be unable to access some features on this Site.
Where express or implied consent is given, Estate Planning 567 may share, sell, lease, or rent Personal Information collected by cookies about Visitors and Customers to “Third Party Purchasers.” Consent can be revoked at any time by email at info@EstatePlanning567.com or by phone (844) 567-7760. Estate Planning 567 uses contractual and other means when transferring Personal Information to Third Party Purchasers to ensure comparable levels of protection and security
Do not track signals and requests
Do not track signals and requests are sent from your browser to websites you visit indicating you do not want to be tracked or monitored. In most circumstances, you need to affirmatively elect to turn on the do not track signals or requests. Websites are not required to accept these signals or requests, and many do not. Currently, we do not honor do not track signals or requests.
How & Why Estate Planning 567 Collects, Uses and Discloses Personal Information
We use Personal Information for the purposes of customizing the site, making appropriate service offerings, fulfilling buying and selling requests, responding to inquiries; supplying products or services; sending informational or promotional communications, analyzing trends, administering the site, gathering broad demographic information, and to engage in other operational requirements of our business. We also collect Personal Information for marketing purposes including targeting, and to share, sell, lease or rent share to third parties. We may use Personal Information to carry out other purposes that are disclosed to you and to which you consent and to carry out any other purpose permitted or required by law.
3.1 Affiliates who Estate Planning 567 may share Personal Information with:
Seminar Hosts – Estate Planning 567 organizes seminars that are hosted by trusted “Hosts” and their teams. Most Hosts are financial professionals (CPAs, financial advisors, attorneys, etc.). Estate Planning 567 may disclose the Personal Information of Customers that register for a particular seminar with that seminar’s Host. Estate Planning 567 uses contractual and other means when transferring Personal information to Hosts to ensure comparable levels of protection and security.
Service Providers- Our “Service Providers” (such as credit card companies, clearinghouses and banks) who may provide Estate Planning 567 with such services as credit, insurance, and escrow services, may collect Personal Information on Visitors and Customers as a result of providing their services to us. We do not control how these third parties use such information. Some of these third parties may be intermediaries that act solely as links in the distribution chain and do not store, retain, or use the information given to them. Estate Planning 567 may share Personal Information with other “Trusted Partners” to help us perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries.
Third-Party Purchasers – Customers provide Personal Information such as name, email address, and phone number (collectively, “Contact Information”) when registering for our Services. When they do so, they may give consent for Estate Planning 567 to share, sell, lease, or rent their Contact Information to Third Party Purchasers. Contact Information is not treated in this way unless express consent has been given. Consent can be revoked at any time by email to info@EstatePlanning567.com or by phone (844) 567-7760. Estate Planning 567 uses contractual and other means when transferring Personal Information to Third Party Purchasers to ensure comparable levels of protection and security.
To Comply with Law – Estate Planning 567 will disclose Personal Information to comply with a court order or subpoena or a request from a law enforcement agency to release information. We will also disclose Personal Information when reasonably necessary to protect the safety of our Visitors, Customers, Hosts, and Estate Planning 567 employees.
Merger / Acquisition - Estate Planning 567 reserves the right to transfer Personal Information if we merge with or are acquired by a third party.
International processing of Personal Information
Estate Planning 567 is an American organization. Some or all the Personal Information we collect may be stored or processed in jurisdictions outside of Canada, including the United States of America. As a result, this information may be subject to access requests from governments, courts, or law enforcement in those jurisdictions according to laws in those jurisdictions.
How We Protect Personal Information
The security of your Personal Information is important to us. Estate Planning 567 protects your Personal Information by maintaining physical, organizational and technological safeguards appropriate to the sensitivity of such Personal Information. Personal Information may only be accessed by persons within our organization who require such access to provide you with the services indicated above. We retain Personal Information that we collect only as long as necessary for the purposes for which it was collected or to meet legal requirements. We destroy Personal Information when it is no longer needed to fulfill the purposes.
While we take all reasonable measures to maintain a secure site, electronic communications and databases are subject to errors, tampering, and break-ins, and we are not liable to Visitors or Customers for such occurrences. In the unlikely event of such an occurrence, we will comply with notification reporting, record keeping and all other requirements of Canadian law.
Access and Rectification
YOUR PRIVACY RIGHTS
Being informed about your Personal Information and how we control or process it
Viewing and obtaining a copy of the Personal Information we maintain about you
Amending or revising the Personal Information we maintain about you
Having the Personal Information we keep about you erased
Objecting to the use of your Personal Information for direct marketing
Restricting our use of the Personal Information we maintain about you
Knowing from where we obtained your Personal Information
Withdraw your previously provided consent (only on a prospective basis)
Filing a complaint with us or the appropriate governmental entity
We may require that you verify your identity before exercising your individual rights. Unless notified when you make a request, we will honor your request within 30 days. In certain circumstances, we may be able to deny certain requests to exercise your rights.
Visitors and Authorized Customers may opt-out of receiving information from or being contacted by us and/or our vendors and affiliated agencies by responding to emails as instructed, or by contacting us at (844) 567-7760, or by email at info@EstatePlanning567.com.
How to Contact Us