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Last updated: March 2026
When you submit a request through our website, we collect your name, email address, phone number, and information about your current financial situation. This information is used solely to contact you about the IRC Section 7702 strategy session you requested.
Your information is used to schedule and conduct your private strategy session, to follow up with relevant information about our services, and to improve our offerings. We do not sell, rent, or share your personal information with third parties for marketing purposes.
We implement industry-standard security measures to protect your personal information. Your data is stored securely and accessible only to authorized personnel at Rise Insurance.
By submitting your information, you consent to being contacted by Rise Insurance via email or phone regarding your strategy session request. You may opt out of communications at any time by replying "unsubscribe" to any email or requesting removal by phone.
Our website may use cookies to improve your browsing experience. These cookies do not collect personally identifiable information and can be disabled through your browser settings.
If you have questions about this Privacy Policy or how your data is handled, please reach out to ethan@riseinsurancepartners.com.