Introduction
Mathis Financial Corp (“the Company,” “We,” or “Us”) is committed to protecting your privacy. This policy explains how we collect, use, and protect your information.

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Scope of Policy
This policy applies to:

• Information collected through Our Website (www.EstatePlan.vip).

• Data shared via email, text, and other electronic communications with Our Website.

• Information gathered from Our Website’s mobile and desktop applications.

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Exclusions
This policy does not apply to:

• Data collected offline or through other means.

• Information collected by third parties outside of Our Website.

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Consent
By using Our Website, you consent to this privacy policy. We will notify you of any changes, and continued use of Our Website after updates constitutes acceptance.

 

Children’s Privacy
Our Website is NOT intended for children under 18. We do not knowingly collect personal data from children under 18.

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Data Collection
We collect:

• Personal identification information (name, address, email, phone number).

• Non-personal data (insurance product interests).

• Internet usage data (IP address, browser type, device data).

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Data Use
We use your information to:

• Provide and improve Our Website and services.

• Respond to inquiries and requests.

• Send communications related to services you request or consent to.

 

Consent to Communications
By submitting your contact information, you agree to receive communications, including calls, texts, and prerecorded messages from Mathis Financial Corp regarding your estate planning options and other services. These communications may be sent using automated technology.

• Consent is NOT a condition of purchase.

• Standard message and data rates may apply.

• You may opt out at any time by replying STOP to text messages or contacting us directly.

 

Data Disclosure
We DO NOT sell, trade, or share phone numbers provided for SMS consent with third parties for marketing purposes.
We may disclose:

• Non-identifiable data for business insights.

• Personal information only to subsidiaries or affiliates that assist in service delivery, in compliance with privacy laws.

 

State Privacy Rights
For questions regarding your privacy rights, contact us at info@EstatePlan.vip.

 

Data Security
We implement security measures to protect your data. However, we cannot guarantee absolute security against all threats.

 

Policy Changes
We may update this policy periodically. Your continued use of Our Website after updates constitutes acceptance of the revised policy.

 

Contact Us
For privacy inquiries, contact us at:
■ Email: info@EstatePlan.vip
■ Phone: (954) 635-5180
■ Website: www.EstatePlan.vip