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Demo Advisor Company

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Privacy Policy

Privacy Policy

Last updated: January 27, 2026

This Privacy Policy describes how Demo Advisor Company ("we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website or interact with our services.


About Our Service

When you submit your information on this website, you are requesting to receive information about our professional services and consenting to be contacted by our team. We use secure third-party technology platforms to process inquiries and deliver educational content.


Educational Content Disclaimer

Any educational content, resources, guides, videos, or materials provided on this website are for informational purposes only. This content is not professional advice of any kind; should not be used as a substitute for consultation with qualified professionals; may not be accurate, complete, or current; and is provided without warranty of any kind.

We make no guarantees about the accuracy, reliability, or completeness of any information provided. You should consult with qualified professionals before making any decisions based on information from this website.


1. Information We Collect

Personal Information You Provide: We collect personal information that you voluntarily provide to us, including but not limited to your name, email address, phone number, postal address, and age or service-related preferences.

Automatically Collected Information: We may also automatically collect certain technical information such as IP address, browser type, operating system, and website usage data through our secure technology platforms.


2. How We Use Your Information

We use the information we collect to respond to your inquiry about our services; deliver requested educational content and resources; contact you via phone, email, or SMS about our services; schedule consultations or appointments; comply with applicable legal obligations; and maintain records for business and regulatory purposes.


3. Technology Platforms & Tools

We utilize various third-party technology platforms and administrative tools to manage our business operations. These may include Customer Relationship Management (CRM) systems, appointment scheduling software, confirmation services, and communication tools.

While these platforms process your data on our behalf, Demo Advisor Company remains the controller of your information. These tools are strictly prohibited from using your personal information for their own purposes.


4. How We Share Your Information

Service Providers & Administrative Support: We may share your information with trusted third-party service providers and administrative partners who assist us in operating our business and servicing your request. These include software and technology platform providers; cloud hosting and data storage services; communication infrastructure providers (email/SMS); and administrative support partners and Insurance Marketing Organizations (IMOs) assisting with scheduling, application processing, and client service.

Crucial Note: These service providers are legally and contractually bound to use your information only to perform specific services for Demo Advisor Company. They are acting on our behalf and are strictly prohibited from using or sharing your data for their own independent marketing purposes.

Legal Requirements: We may disclose your information when required by law, court order, or government request.

Strict No-Sharing Policy for Mobile Data (10DLC Compliance): No mobile information will be shared with third parties or affiliates for independent marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties for their own marketing use.


5. Communication Consent

Express Written Consent: By submitting your information on this website, you provide express written consent to receive communications from Demo Advisor Company via SMS text messages, email, and phone calls.

SMS Communications: You consent to receive SMS messages from us including service information and educational content, appointment reminders, and follow-up messages regarding your inquiry.

Communication Details: Message frequency varies based on your engagement; standard message and data rates may apply; and you can opt out of SMS communications at any time by replying "STOP".


6. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.


7. Data Retention

We retain your personal information for as long as necessary to provide requested services, maintain business records, and comply with legal obligations.


8. Your Privacy Rights

Depending on your location, you may have the right to access, correct, or request deletion of your personal information. To exercise these rights, please contact us using the information below.


9. Contact Information

For questions about this Privacy Policy, to exercise your privacy rights, or to opt out of communications, please contact us at:

Company: Demo Advisor Company

Email: [email protected]

Phone: 916-823-8315

Address: 1234 Demo Road, Demo Town, ST 76542


This policy is subject to change without notice. The current version will always be available on our website.

Helping you achieve financial success with expert guidance and personalized strategies.

Demo Advisor Company

Network Member

Platform and educational content provided by Smart Annuity Planning for informational purposes only. Smart Annuity Planning is not a financial advisor and does not sell products. All personalized recommendations, insurance sales, and professional advice are provided solely by Demo Advisor Company, an independent licensed professional.

© 2026 Demo Advisor Company. All rights reserved.

Demo Advisor Company

Network Member

Platform and educational content provided by Smart Annuity Planning for informational purposes only. Smart Annuity Planning is not a financial advisor and does not sell products. All personalized recommendations, insurance sales, and professional advice are provided solely by Demo Advisor Company, an independent licensed professional.

© 2026 Demo Advisor Company. All rights reserved.