Effective Date: 01/01/2025
By opting into SMS communications from Wealthbridge Financial (“we,” “us,” “our”), you agree to these Terms of Service and our Privacy Policy.
1. Program Description
The Wealthbridge Financial SMS Program provides subscribers with updates related to life insurance, retirement strategies, business planning, appointment reminders, and exclusive offers. Message frequency may vary.
2. Opt-In
You may opt in by submitting your mobile number through our website or other approved channels. By doing so, you consent to receive SMS messages from Wealthbridge Financial at the number provided.
3. Opt-Out
You can cancel the SMS service at any time. Simply text “STOP” to our shortcode. Upon receiving your request, we will confirm your opt-out via SMS. After this, you will no longer receive SMS messages from us.
4. Rejoining
If you have opted out and would like to start receiving messages again, you may opt in again through our website or other approved enrollment methods.
5. Help
If you are experiencing issues with our messaging program, reply with the keyword “HELP” for assistance. You may also contact our support team at:
- Email: support@wealthbridgefinancial.com
- Phone: (818) 925-4260
6. Message & Data Rates
Message and data rates may apply for any messages sent to you from us and to us from you. Message frequency will vary based on your interactions. For questions about your text or data plan, contact your wireless provider.
7. Carrier Disclaimer
Carriers are not liable for delayed or undelivered messages.
8. Privacy
We respect your privacy. Your personal information, including your mobile number, will be handled in accordance with our Privacy Policy.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
9. Compliance
Our SMS program complies with all applicable laws, carrier guidelines, and the CTIA Short Code Monitoring Handbook.