INPRO FINANCIAL LLC
PRIVACY POLICY
Effective Date: October 11, 2026
Website:www.inprofinancialllc.com
Email:contact@inprofinancialllc.com
1. Introduction
InPro Financial LLC (“InPro Financial,” “we,” “us,” or “our”) is committed to respecting and protecting the privacy of our clients, prospective clients, website visitors, and individuals interested in professional opportunities.
This Privacy Policy explains how we collect, use, maintain, protect, and disclose personal information obtained through our website, contact forms, appointment scheduling systems, customer relationship management (CRM) systems, emails, text messages, telephone calls, and other business interactions.
By using our website, you acknowledge this Privacy Policy. Your use of the website does not, by itself, constitute consent to receive marketing text messages or automated marketing calls.
2. Information We Collect
Depending on your interactions with us and the services requested, we may collect the following information:
Personal and Contact Information
Full name
Telephone number
Email address
Mailing address
Date of birth
Appointment preferences
Financial and Insurance Information
When necessary for requested services or authorized applications, we may collect financial, employment, income, beneficiary, identification, and insurance-related information.
Health Information
Certain insurance applications may require health-related information. Such information will be collected, accessed, used, and disclosed only as permitted by applicable law and appropriate authorization.
Professional Opportunity Information
Individuals interested in joining our professional team may provide employment history, contact information, qualifications, licensing information, and other relevant details.
Website Information
Depending on the technologies implemented on our website, we may collect IP addresses, browser information, device information, cookies, and website interaction data.
3. How We Use Your Information
We may use collected information to:
Respond to inquiries and requests.
Schedule, confirm, and manage appointments.
Provide information about financial protection services.
Evaluate customer needs.
Process authorized insurance and annuity applications.
Communicate regarding requested services.
Provide customer support and follow-up.
Respond to inquiries regarding professional opportunities.
Maintain business records.
Improve customer service and website functionality.
Comply with applicable legal and regulatory obligations.
Send promotional communications when legally permitted and appropriately authorized.
4. SMS Text Messaging Communications
InPro Financial LLC may offer SMS text messaging to individuals who have provided the appropriate consent.
Depending on the selected communication program, messages may include appointment confirmations, reminders, scheduling updates, responses to inquiries, customer service information, application-related follow-up, and professional opportunity communications.
Promotional SMS messages will be sent only when the required marketing consent has been obtained.
Message Frequency: Message frequency varies depending on the type of communication and the user's interactions with InPro Financial LLC.
Message and Data Rates: Standard message and data rates may apply.
Opt-Out: You may cancel SMS communications by replying STOP to a text message.
Help: Reply HELP for assistance or email contact@inprofinancialllc.com.
Consent: Consent to receive promotional or marketing SMS messages is not a condition of purchasing any goods or services.
Mobile Privacy: Mobile phone numbers, SMS opt-in information, and consent records will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.
We may share limited information with authorized service providers acting on our behalf to deliver messages and administer communications, subject to appropriate privacy and security protections.
We honor applicable requests to revoke consent.
5. Email Communications
InPro Financial LLC may communicate by email for appointment confirmations, requested information, customer support, business correspondence, service updates, and professional opportunity inquiries.
We may also send marketing emails when permitted by law.
Commercial marketing emails will include an appropriate way to unsubscribe. You may also request removal from marketing communications by emailing:
Unsubscribing from marketing emails will not necessarily prevent communications required for an existing service relationship or legal obligation.
6. Telephone Communications
InPro Financial LLC may contact individuals by telephone concerning requested consultations, appointments, customer service matters, applications, and professional opportunities.
Marketing calls, automated calls, and prerecorded communications will be conducted in accordance with applicable laws, including consent and do-not-call requirements.
Individuals may request that marketing calls stop by informing our representatives or contacting us at contact@inprofinancialllc.com.
7. Disclosure of Personal Information
We may disclose personal information when necessary for authorized and legitimate business purposes, including to:
Insurance carriers and authorized insurance-related organizations.
Technology and CRM providers.
Appointment scheduling and communication service providers.
Professional advisers and business service providers.
Government or regulatory authorities when required by law.
Financial, medical, and other sensitive information will be handled in accordance with applicable legal requirements, including any required notices, authorizations, and opportunities to limit disclosure.
We do not sell mobile phone numbers or SMS consent information for third-party marketing.
8. Data Protection and Security
InPro Financial LLC maintains reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, loss, misuse, alteration, and disclosure.
Access to personal information is limited to authorized individuals and service providers with legitimate business responsibilities.
Although we take reasonable precautions, no method of electronic transmission or storage is completely secure.
9. Cookies and Website Tracking
Our website may use cookies or similar technologies for website functionality, performance analysis, and visitor experience improvements.
The information collected and any available choices will depend on the tools implemented on our website.
Additional notices or consent options will be provided when required by applicable law.
10. Data Retention
Personal information is retained for as long as reasonably necessary to provide requested services, administer business relationships, maintain legally required records, resolve disputes, and comply with applicable laws.
Information will be deleted or securely handled in accordance with applicable retention requirements and business policies.
11. Privacy Rights
Depending on applicable laws, you may have rights to request access to certain personal information, request corrections, withdraw certain consents, or exercise other available privacy rights.
To submit a privacy-related request, contact:
We will review and respond to requests as required by applicable law.
12. Third-Party Services and Websites
Our website may contain links to third-party platforms, including insurance carrier websites, scheduling systems, and other service providers.
Those services may maintain their own privacy policies and security practices.
We encourage users to review the privacy notices of third-party websites before providing personal information.
13. Children's Privacy
Our website and services are not directed toward children under the age of 13.
We do not knowingly collect personal information directly from children under 13 through our general website without legally appropriate authorization.
14. Updates to This Privacy Policy
InPro Financial LLC may update this Privacy Policy to reflect operational changes, new services, technologies, or applicable legal requirements.
Revisions will be published on this page with an updated effective date.
15. Contact Us
If you have questions about this Privacy Policy, personal information, or communication preferences, please contact:
INPRO FINANCIAL LLC
Website: www.inprofinancialllc.com
Email: contact@inprofinancialllc.com
Privacy Contact:contact@inprofinancialllc.com
© 2026 InPro Financial LLC. All Rights Reserved.
Your Privacy. Our Commitment.