Privacy Policy

Information We Collect

We collect information you provide directly to us, including your name, email address, phone number, and any other details you submit through forms on our website or during consultations. We may also collect limited technical information automatically when you visit our website, such as your IP address, browser type, device information, and pages viewed.

How We Use Your Information

We use the information we collect to respond to your inquiries, schedule and conduct consultations, provide retirement planning and insurance services, send you information you have requested, deliver and measure our advertising, comply with legal and regulatory obligations, and improve our website and services.

Cookies, Analytics, and Advertising

Our website uses cookies and similar tracking technologies to analyze site usage and to deliver advertising. These technologies collect information such as your IP address, browser and device information, pages viewed, and your interactions with our site and ads.

We use the following third-party services:

• Google Analytics— to understand how visitors use our website, such as which pages are viewed and how long visitors stay.
• Meta Pixel (Facebook and Instagram)— to measure the effectiveness of our advertising and to show our ads to website visitors and similar audiences on Facebook and Instagram.
• LinkedIn Insight Tag— to measure advertising performance and to show our ads to website visitors on LinkedIn.

The Meta Pixel and LinkedIn Insight Tag are advertising technologies that enable "retargeting," which means that after you visit our website you may see our ads when you use Facebook, Instagram, LinkedIn, or other platforms. These services may combine the information collected on our site with information they already hold about you.

You can control cookies through your browser settings. You can also opt out of interest-based advertising through the tools offered by these providers, including the Meta and LinkedIn ad preference settings within your accounts on those platforms, and through industry opt-out pages such as the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (optout.networkadvertising.org). Disabling cookies may affect certain features of the site.

How We Share Your Information

We do not sell your personal information for money. We may share information with service providers who perform functions on our behalf, such as scheduling, communications, advertising, and website hosting, and only to the extent necessary for them to perform those functions. As described in the "Cookies, Analytics, and Advertising" section, we also use advertising technologies that may share certain information with Meta and LinkedIn for advertising purposes. We may also disclose information when required by law or to protect our legal rights.

SMS Text Messaging

Enright Financial & Insurance Services offers text message (SMS) communications to clients and prospects who have provided express written consent.

Consent

By checking the SMS consent box on our website and providing your phone number, you consent to receive automated text messages from Enright Financial & Insurance Services at the number provided. Consent is not a condition of any purchase or service.

Types of Messages

Messages may include appointment reminders and confirmations, policy and application follow-up, responses to your inquiries, and educational content regarding retirement planning and insurance protection strategies.

Message Frequency

Message frequency varies based on your interactions with us.

Message and Data Rates

Message and data rates may apply. These charges are set by your mobile carrier and are your responsibility.

Opting Out

You may opt out at any time by replying STOP to any message you receive from us. After replying STOP, you will receive one confirmation message and no further messages unless you resubscribe by replying START. You may also opt out by emailing john@enrightinc.com or calling 619-342-7200.

Help

For assistance, reply HELP to any message, email john@enrightinc.com, or call 619-342-7200.

No Sale or Sharing of Mobile Information

Mobile phone numbers and SMS consent obtained through our website will not be sold, rented, or shared with any third parties for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties, excluding aggregators and providers of the text message services. Information may be shared with service providers solely to the extent necessary to deliver the messaging service on our behalf.

SMS Terms and Conditions

These SMS Terms and Conditions govern your enrollment in and use of the text messaging program offered by Enright Financial & Insurance Services (the "Program").

Program Description

By opting in, you agree to receive recurring automated text messages from Enright Financial & Insurance Services, including appointment reminders and confirmations, policy and application follow-up, responses to your inquiries, and educational content regarding retirement planning and insurance protection strategies.

Message Frequency

Message frequency varies based on your interactions with us.

Cost

Message and data rates may apply. These charges are set by your mobile carrier and are your responsibility.

Opt-Out

You may cancel at any time by replying STOP to any message. After you send STOP, we will send you one message confirming that you have been unsubscribed, and you will receive no further messages. To resubscribe, reply START.

Help

For help, reply HELP to any message, email john@enrightinc.com, or call 619-342-7200.

Carriers

Wireless carriers are not liable for delayed or undelivered messages.

Privacy

Mobile phone numbers and SMS consent obtained through the Program will not be sold, rented, or shared with third parties for marketing or promotional purposes. For more information, see the SMS Text Messaging and "No Sale or Sharing of Mobile Information" sections of this Privacy Policy.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect the personal information we collect. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Your California Privacy Rights

If you are a California resident, you have the right to know what personal information we collect, to request access to and deletion of your personal information, to correct inaccurate personal information, and to not be discriminated against for exercising these rights.

We do not sell your personal information for money. However, our use of advertising technologies such as the Meta Pixel and LinkedIn Insight Tag may be considered "sharing" of personal information for cross-context behavioral advertising under California law. You have the right to opt out of this sharing. To opt out, you may adjust your browser and platform ad settings as described in the "Cookies, Analytics, and Advertising" section above, or contact us using the information below and we will process your request.

To exercise any of these rights, contact us at info@enrightinc.com or 619-342-7200.

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy, contact us at: