Privacy Policy

What this policy covers

This policy explains how Power Wealth Retention, LLC (PWR) handles personal information collected through our website, PWR Connect, and related forms, accounts, documents, communications, and services. It applies to people using these services and to information provided about someone else by an authorized person. Separate program documents may provide additional information about a particular service.

Information we collect

Depending on the form or service you use, we may collect:

• Contact and referral information, including your name, email address, phone number, state of residence, professional role or firm, referral partner details, and information about a professional attending a consultation.
• Financial and intake information, including filing status, selected income types and estimated or actual amounts as requested, qualified asset types and balances, planned asset sales, and descriptions you provide. Social Security numbers, financial account details, and other sensitive information may be collected when specifically requested for a service.
• Questionnaire information, where requested, including Accredited Investor Questionnaire (AIQ) responses, entity descriptions, attestations, and electronic signatures.
• Information you submit or share through PWR Connect, including saved form drafts, requests, messages, and documents. We also keep records of terms acceptance, Privacy Policy acknowledgment, applicable communication permissions, preferences, and changes to these choices.
• Process and access records, such as the materials made available to you, video progress, document access and download activity, requests to share access, participation requests, and completed steps.
• Technical and delivery records, such as sign-in and session information, request times, security and hosting logs, email delivery results, bounces, complaints, and, when enabled, reported email opens or link clicks.

Provide only the information requested for the form or service you are using. Submit Social Security numbers, financial account details, and other sensitive information only when specifically requested, using the secure form or submission method designated by PWR. Contact us if sensitive information was sent in error so we can review how it should be handled.

How we receive and use information

You may provide information directly, or an authorized person may submit it on your behalf. We use it to provide and manage the services you request, prepare for consultations, review requests, maintain the appropriate referral relationship, and provide requested materials.

We also use records to maintain accurate communications, apply access permissions, record agreements and communication choices, address delivery problems, protect the website and PWR Connect, and meet applicable recordkeeping obligations. Where saving or autosave is supported, information may be stored before final submission so an authorized user can return to an unfinished form. We may retain revisions and related activity records.

Agreement records identify the person who accepted, the time, and the applicable document versions. Providing information about someone else does not record that person’s acceptance of the Terms and Conditions or acknowledgment of this Privacy Policy.

Process emails and your choices

Where enabled for a requested service, PWR may send communications such as confirmations, requests for information, access notices, and limited reminders. Applicable communication permissions and preferences are recorded separately. Accepting the Terms and Conditions or providing someone else’s contact information does not itself authorize emails to that person.

Messages follow relevant steps in your process; they are not sent as a continuing subscription. Limited reminders stop when the related action is completed or no longer applies. Automated emails for a process stop when it is completed or closed. Submitting a form or accepting the Terms and Conditions does not sign you up for marketing emails.

The Email preferences / Unsubscribe link in a process email lets you stop reminders only or stop all automated process emails. You can also reply to a process email or contact strategy@pwrwealth.com. An email already being sent may still arrive after you save a preference.

Stopping emails does not cancel your requested process or remove existing access to materials. A later form submission does not automatically restart stopped emails. We retain the preference or suppression record needed to respect your choice. Contact us if you want to discuss restarting messages.

Who can receive information

PWR team members use information to provide and manage requested services. The referral partner connected to your record may see the client information, progress, requests, and materials made available to that partner through their assigned access.

When you request that a professional join your Strategy Room, we collect their name, email address, and professional role to arrange the requested access. Access depends on the permissions granted. Merely listing someone as a consultation attendee does not give them document access or change the referral relationship.

We use service providers for functions such as hosting, data storage, email delivery, and sign-in. These include Amazon Web Services and Google for the relevant services. If you use an external scheduling or other service, that provider also handles the information you give it under its own privacy practices.

We may share information with professional partners or program providers when reasonably necessary to handle your requested matter, and when required by law or necessary to protect rights and safety. Providers and professionals receiving information for operational purposes are expected to keep it confidential.

We do not sell personal information, share it with advertisers, or use it to build marketing profiles.

Cookies, browser storage, and activity records

The website and PWR Connect use cookies or browser storage for functions such as secure sessions, sign-in, theme preferences, and continuity of supported features. Blocking these functions may prevent parts of PWR Connect from working.

We record activity needed to operate the process, such as video completion, document access, and email delivery events. Reported email opens and clicks can be affected by email software and are not treated as proof that you completed a required step. Third-party resources, such as sign-in services and web fonts, may receive technical information when your browser connects to them.

Retention and security

We retain information as reasonably needed to handle your requested process, maintain required records, resolve disputes, protect access, and respect communication preferences. The period depends on the information and the purpose for keeping it. An expired access link or a closed process does not automatically delete the underlying records.

We use administrative and technical measures to protect information, including access controls and secure connections. No internet transmission or electronic storage can be guaranteed completely secure. Keep personal access links private and tell us if you believe a link or account has been used by someone else.

Access, corrections, and deletion requests

To ask about information we hold, request a correction or deletion, or raise a privacy concern, contact strategy@pwrwealth.com. We may need to verify your identity and authority before acting. We will review your request and explain any information that must be retained for applicable obligations or to respect your communication choices.

Other websites and policy updates

External websites and services have their own privacy practices. This policy does not govern their independent handling of your information.

We keep the current Privacy Policy at this page. When we update it, we will identify the revised version and effective date. Earlier versions are retained in our records. For the terms that apply to use of PWR’s website and PWR Connect, see the Terms and Conditions.

Contact

For questions about your information, email strategy@pwrwealth.com. The PWR team monitors this address.