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Privacy policy.

How we collect, use, and protect the information you share with us.

Last updated: October 3, 2026

Information we collect

When you submit our contact or review-request forms, we collect the information you choose to provide, which may include your name, email address, phone number, state of residence, and details about the review or conversation you're requesting.

How we use your information

We use the information you provide to:

  • Respond to your request and answer your questions.
  • Schedule a conversation with the appropriate Be Wealth professional.
  • Improve our website and the services we offer.

How we contact you

By submitting a form, you agree that Be Wealth may contact you by phone, email, or text message using the information you provided, consistent with the consent shown on that form. Consent is not a condition of purchasing any product or service. You can opt out of future contact at any time by replying STOP to a text, unsubscribing from an email, or letting us know directly.

No selling of personal information

We do not sell your personal information to third parties.

Data storage

Information submitted through this site is stored using industry-standard cloud service providers with reasonable administrative, technical, and physical safeguards in place.

Your rights

You may request to:

  • Access the personal information we hold about you.
  • Correct inaccurate information.
  • Delete your information, subject to any legal or recordkeeping requirements.
[Contact email for privacy requests, add before publishing]

Cookies, analytics, and advertising

With your permission (or by default where your region does not require asking), this site uses:

  • Google Analytics 4 to understand how visitors use the site, such as which pages are viewed. Google receives information like page URLs and a random visitor identifier; your IP address is anonymized.
  • The Meta (Facebook) Pixel to measure how our advertising performs, such as which ad led to a request for a review. Meta receives page URLs and standard website events.

In regions where consent is required, these tools stay off until you choose to allow them through the cookie banner. You can change or withdraw your choice at any time using the Cookie settings button on the site. Rejecting cookies does not limit your use of the site.

Questions or requests

To ask a question or make a privacy request, please visit our Contact page.

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The information on this website is for educational purposes only and is not individualized investment, tax, or legal advice. Product availability and terms vary. Insurance guarantees are subject to the claims-paying ability of the issuing insurer. Consult qualified professionals regarding your individual circumstances. Be Wealth serves clients only in states where its professionals are properly licensed or registered.

Be Wealth provides general educational information about personal finance, insurance, retirement, and tax concepts. Nothing on this website is intended as, or should be taken as, legal, tax, investment, or accounting advice. Any financial decisions you make should be based on your individual situation and made in consultation with a qualified professional, such as a licensed financial advisor, insurance professional, attorney, or tax advisor.

Insurance products and services may be offered through properly licensed individuals and approved insurance carriers in authorized states only. Availability of products and features may vary by state and carrier. Past performance is not a guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurance company.

Be Wealth does not provide fiduciary investment advisory services through this website. No material on this site constitutes a solicitation to buy or sell any security.

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