Privacy Policy for Limitless Leadership LLC

Last Updated: 01/12/2024

Introduction

Limitless Leadership LLC ("we," "us," or "our") is dedicated to safeguarding the confidentiality and privacy of personal and business information. This Privacy Policy outlines our commitment to transparency in the collection, use, and protection of the information entrusted to us.

Personal Information Collected

We may collect various types of personal and business information, including but not limited to:

- Name

- Address

- Phone number

- Date of birth

- Account numbers

- Statements

Sources of Information

Information is obtained from individuals and businesses engaging in financial transactions with us. Additionally, data may be received from product providers chosen by the individual or business.

Purpose of Collection and Use

The information collected is solely for the purpose of analyzing and creating a customized financial strategy aimed at improving the financial well-being of the individual and/or the business. Data will be used only for the specific purpose outlined in this paragraph.

Sharing with Third Parties

Personal, financial, and business information will not be shared with any third party unless explicit permission is granted by the individual and/or business from whom the information was collected.

Security Measures

All information is securely stored in encrypted devices with restricted access. Only owners, associates, and employees of Limitless Leadership LLC are authorized to access this information.

Compliance with Financial Regulations

Limitless Leadership LLC is regulated by each state where services are offered. Professionals associated with our firm are required to obtain licenses relevant to the offered financial products and undergo additional training as necessary.

Client Rights

Clients have the right to inform us of any changes to the information provided to maintain up-to-date files. Clients also have the right to opt out of any services at any time.

Data Retention

Limitless Leadership LLC is obligated by regulatory authorities to retain collected information for at least 10 years or until deemed necessary.

Policy Update

Individuals, businesses, and clients will be notified of any changes to the privacy policy and the effective date of changes via email.

Contact Information

For questions, concerns, or requests related to your privacy, please contact us at:

(631) 346-6057 or via email andrea@limitlessleadershipllc.com

Thank you for entrusting Limitless Leadership LLC with your financial well-being.