Synergistic Partners, LLC (“Synergistic Partners,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains what information we collect, how we use it, when we may share it, and the choices available to you when you visit our website, register for a webinar, communicate with us, or otherwise interact with Synergistic Partners.

1. Information We Collect

We may collect information you voluntarily provide to us, including full name, email address, telephone number, insurance agent license number, agency or practice name, webinar registration information, and information you submit through forms, surveys, assessments, or other communications.

We may also automatically collect certain information when you visit our website, including IP address, browser type, device information, pages viewed, referring website, approximate location, date and time of visits, website interactions, and advertising or campaign attribution data.

2. How We Use Information

• Register you for webinars, trainings, or events.
• Confirm registration details and send event-related communications.
• Determine whether advisor-specific programs, resources, or opportunities may be relevant.
• Respond to questions or requests.
• Provide information about Synergistic Partners programs, resources, events, or partnership opportunities.
• Improve our website, advertising, marketing, security, and business operations.
• Comply with applicable legal, regulatory, or business requirements.

An insurance agent license number may be collected to help confirm professional status or eligibility for advisor-specific programs and opportunities.

3. Email Communications

If you provide your email address, we may send communications related to your webinar registration, requested resources, Synergistic Partners programs, events, educational content, and relevant business communications. You may unsubscribe from marketing emails at any time by using the unsubscribe link contained in the email. Transactional or administrative communications may still be sent when reasonably necessary.

4. Text Messages and Telephone Communications

If you separately consent to receive text messages or telephone communications, we may use the number you provide for webinar reminders, requested information, appointment communications, and related messages you have agreed to receive. Consent to receive marketing text messages is not a condition of purchase. Message and data rates may apply. Message frequency may vary. Where applicable, reply STOP to opt out or HELP for assistance.

5. Cookies, Analytics, and Advertising Technologies

Our website may use cookies, pixels, tags, analytics tools, and similar technologies to understand traffic, measure advertising effectiveness, improve user experience, and deliver relevant advertising. These technologies may be provided by platforms such as Meta/Facebook, Instagram, LinkedIn, Google, website hosting or CRM providers, analytics providers, and advertising platforms.

6. How We Share Information

We may share information with trusted service providers that help operate our website, CRM, webinar registration, email and text delivery, scheduling, analytics, advertising, data storage, information technology, and other business operations. We may also disclose information when required by law or reasonably necessary to protect rights, property, security, or safety.

7. Sale and Sharing of Personal Information

Synergistic Partners does not sell personal information for money. Certain advertising or analytics technologies may be considered “sharing” or “targeted advertising” under some state privacy laws. Where required, applicable opt-out rights will be honored.

8. Data Retention and Security

We retain information for as long as reasonably necessary for the purposes described above, legal or regulatory obligations, dispute resolution, and appropriate business records. We use reasonable administrative, technical, and organizational safeguards, but no electronic system can be guaranteed completely secure.

9. Your Privacy Choices and Rights

Depending on where you reside, you may have rights to request access, correction, deletion, information regarding use or disclosure, or to opt out of certain targeted advertising or sharing. We may need to verify your identity before processing certain requests.

10. Third-Party Websites

Our website may link to third-party websites and social media platforms. Their privacy and security practices are governed by their own policies.

11. Children’s Privacy

This website is intended for adults and business professionals. We do not knowingly collect personal information from children under 13.

12. Changes to This Policy

We may update this Privacy Policy periodically. The revised policy will be posted with an updated effective date.

13. Contact Us

Synergistic Partners, LLC
Email: synergisticpartnersllc@gmail.com