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Privacy Policy
TouchPoint respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have when you use our website, tools, forms, scheduling links, and related services.
Information We Collect
We may collect information you choose to provide, including your name, email address, phone number, contact preferences, and messages you submit through our forms.
When you use our planning tools, including the Conscious Spending Tool, GOPPI™ snapshots, quizzes, or related calculators, we may collect financial inputs you enter, such as income, expenses, goals, assets, liabilities, protection concerns, retirement timing, savings ranges, and other planning-related responses.
How We Use Information
We use your information to provide requested snapshots, tool results, educational content, scheduling support, follow-up communications, and financial strategy discussions. We may also use your information to improve our tools, organize submissions, maintain records, and support compliance and security.
Contact and Communications
By submitting your information, you agree to be contacted by TouchPoint or a licensed insurance professional via call, text, or email regarding your financial strategy and related services. Message and data rates may apply. You can opt out at any time.
Third-Party Tools
We may use third-party tools to operate our website and services, including Google Sheets and Google Apps Script for form routing and data organization, Calendly for scheduling, and email systems for sending requested snapshots, confirmations, and follow-up communications.
These third-party providers may process information according to their own privacy policies and security practices.
Data Security
We use reasonable administrative, technical, and organizational safeguards to protect the information we collect. No online transmission or storage system can be guaranteed to be completely secure, but we work to limit access and use information only for appropriate business and service purposes.
How Long We Keep Information
We keep information for as long as reasonably necessary to provide services, maintain records, comply with legal obligations, resolve disputes, and support legitimate business purposes.
California Privacy Rights
If you are a California resident, you may have rights under the California Consumer Privacy Act as amended by the California Privacy Rights Act, including the right to know what personal information we collect, request deletion, request correction, limit certain uses of sensitive personal information, and opt out of certain sharing where applicable.
We do not sell your personal information.
To exercise your California privacy rights, contact us using the contact information provided on this website. We may need to verify your identity before processing certain requests.
Children's Privacy
Our website and tools are intended for adults. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.
Contact
If you have questions about this Privacy Policy or how your information is used, please contact TouchPoint through the contact options provided on this website.