Privacy Policy Arlington TX - Advisor Benefits Group

Privacy Policy Information for Advisor Benefits

Last updated: June 22, 2026

This Privacy Policy explains our policies and practices regarding the gathering, use, and disclosure of your information when You use the Service. We utilize Your Personal Information to deliver and enhance the Service. You consent to collecting and using your information in line with this Privacy Policy by using the Service.

SMS Terms & Conditions

Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

Consent SMS Communication:

Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications

If consent has been given to receive text messages from Advisor Benefits, messages may be received related to the following:

Appointment reminders
Follow-up messages

Example: Thank you for reaching out to Advisor Benefits. We’ve received your inquiry and are working on a solution. Our team will update you within 24 hours. For any further questions, feel free to reply or contact us at (888) 336-2288.

Message Frequency

Message frequency may vary depending on the type of communication. For example, up to 10 SMS messages per week may be received related to appointments/billing, etc..

Potential Fees for SMS Messaging

Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method

Opt-in to receive SMS messages from Advisor Benefits can be done in the following ways:

A form is completed on our website

Opt-Out Method

Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.

Help

For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at (888) 336-2288
Additional Options: If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

Standard Messaging Disclosures

Message and data rates may apply.
Opt out at any time by texting “STOP.”
For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary

Explanation

The following circumstances establish the meanings of words whose first letter is capitalized. The following definitions are to be understood equally whether they are written in the singular or plural.

Definitions

For this Privacy Policy:

Account means a unique account created for you to access our Service or parts of our Service.
Company (referred to as either “the Company”, “We”, “Us” or “Our” in this Agreement) refers to Advisor Benefits, 2000 E Lamar Boulevard Ballpark Way #600, Arlington, TX 76006
For the GDPR, the Company is the Data Controller.
Cookies are little files that a website deposits on your computer, mobile device, or any other device, and which, among other things, include information about Your browsing history on that website.
Country refers to United States
Data Controller, The Company is referred to as the legal person that decides the goals and means of processing Personal Data for the GDPR (General Data Protection Regulation).
Personal Data: All information about an identified or recognizable individual is considered personal data.
According to the GDPR, “Personal Data” is any information about you that is particular to your physical, physiological, genetic, mental, economic, cultural, or social identity. Examples include your name, identification number, location information, online identifier, or any number of other things.
Service Provider implies any individual—natural or legal—who handles data for the Business. It refers to third-party businesses or people that the Company employs to enable the Service, supply the Service on its behalf, carry out services associated with it, or help the Company analyze how it is utilized. Service providers are regarded as Data Processors for GDPR compliance purposes.
Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).
Website refers to Advisor Benefits, accessible from https://advisorbenefitsgroup.com/
You refer to the person who accesses or uses the service and, if appropriate, the business or other legal organization acting on their behalf.
As you are the person using the service, you may be referred to as the Data Subject or the User under GDPR (General Data Protection Regulation).

Utilizing and Gathering Personal Information

Data Collection Types

Personal Data

Whether you use our contact us form or start your quote form, send us an email, or call our toll-free number, we only get the information you freely provide us. To offer our free service, we gather the following data from our website form with client consent.

First and Last Name
Type of quote requested
Your email address
Your phone number

Usage Data

Using the Service results in the automated collection of Usage Data.
Usage Data may comprise particulars like the Internet Protocol address (IP address) of Your Device, the kind and version of your browser, the pages of our service that You access, when and how long you spend on those pages, special device identifiers, and other diagnostic data. We may automatically gather certain information when you use a mobile device to access the Service, including, but not limited to, the type of mobile device You use, its unique ID, its IP address, its operating system, the kind of mobile Internet browser you use, unique device identifiers, and other diagnostic data.

Whether you use a mobile device to use our service or when you visit our website, we may additionally get information from your browser.

Cookies and tracking technologies

We track activities on Our Service and store data using Cookies and other tracking technologies. Beacons, tags, and scripts are examples of tracking technologies used to gather information, track it, and analyze it to enhance Our Service. The tools we employ might include:

Browser cookies or cookies. A cookie is a little file that is downloaded to your device. You may tell your browser to always reject cookies or to let you know when one is being sent. Nevertheless, you might not be able to enjoy all of our Services if you refuse to accept Cookies. If you haven’t changed your browser’s settings to reject cookies, our Service may use them.
Important / Required Cookies
Session cookies, type
Administration: Ours
To offer you Services Offered Through the Website and To Let You Use Some of Its Features, These Cookies Are Necessary. They aid in user authentication and guard against unauthorized usage of user accounts. We only use these Cookies to provide you with the services you have requested since we are unable to give them to you without them.
Cookies Policy / Notice Acceptance Cookies Type: Persistent Cookies
Administered by: Us
Purpose: These Cookies identify if users have accepted the use of cookies on the Website.
Functionality Cookies
Type: Persistent Cookies
Administered by: Us
Purpose: These Cookies allow us to remember choices you make when You use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide you with a more personal experience and to avoid You having to re-enter your preferences every time You use the Website.
Tracking and Performance Cookies
Type: Persistent Cookies
Administered by: Third-Parties
Purpose: These Cookies are used to track information about traffic to the Website and how users use the Website. The information gathered via these Cookies may directly or indirectly identify you as an individual visitor. This is because the information collected is typically linked to a pseudonymous identifier associated with the device you use to access the Website. We may also use these Cookies to test new pages, features, or new functionality of the Website to see how our users react to them.

For more information about the cookies we use and your choices regarding cookies, please visit our Cookies Policy or the Cookies section of our Privacy Policy.

Using Your Personal Information

The following uses of personal data by the Business are possible:

SMS consent SMS consent and customer phone numbers will not be shared with any third parties for marketing purposes.
To maintain and offer our Service, even to keep an eye on how our Service is being used.
For account management: To administer your account’s registration as a Service user. As a registered user, you have access to several Service capabilities thanks to the Personal Data you submit.
About the fulfillment of a contract: the creation, execution, and performance of the purchase agreement for the services you have purchased from us or of any other agreement you may have with Us through the Service.
How to reach you: To get in touch with you via email, phone calls, SMS, or other equivalent means of electronic communication, such as push notifications from a mobile application, when necessary or practical for their implementation. These updates or informative communications could be about the functionalities, goods, or contracted services, including security updates.
To administer your requests: to handle and attend to your demands for us

Storage of Your Personal Information

The Business will only keep your personal information for as long as it takes to accomplish the goals outlined in this privacy statement. To the extent necessary to meet our legal duties (for instance, if relevant laws compel us to keep your data on file), settle disputes, and uphold our agreements and policies, we will keep and use your data.
Usage Data will also be kept by the Business for internal analytical needs. Usage Data is typically held for just a short while. Nevertheless, information may be kept longer if necessary to comply with legal obligations, resolve disputes, or enhance the performance of Our Service.

Sharing Your Personal Information

Legal action

The Business may occasionally be obliged by law to divulge Your Personal Info in response to legitimate government requests for the information (e.g. a court or a government agency).

Additional legal prerequisites

If the Company has a good faith conviction that disclosing Your Personal Data is essential, it may do so.
Fulfill a legal requirement
Safeguard and uphold the Company’s rights and property
Prevent or look into any potential misconduct with the Service.
Ensure the public’s or Service users’ safety
Defend against judicial culpability

Safety of Your Personal Information

Although we care about the security of Your Data, keep in mind that no method of electronic data transmission over the Internet or technique of electronic data storage is 100% safe. Although We Make Every Effort to Protect Your Data Using Commercially Acceptable Means.

GDPR Privacy

GDPR’s Legal Justification for Handling Personal Data

Under the following circumstances, we may process personal data:

Consent: You have granted permission for the processing of your personal information for one or more stated objectives.
Contract performance: The fulfillment of an agreement with you and/or any pre-contractual requirements thereto requires the provision of Personal Data.
Legal requirements: Processing Personal Data is required for the Business to comply with a legal requirement.
Important interests: Protecting your vital interests or the interests of another natural person requires the processing of personal data.
Community interests: Processing personal data is necessary for a task to be completed in the public interest or the execution of the Company’s official authority.
Authentic interests: Processing personal data is required to further the Company’s legitimate interests.

In any situation, the Company would be happy to assist in determining the precise legal basis that applies to the processing, including whether providing Personal Data is required by law, contract, or to enter into a contract.

Rights you have under the GDPR

The Company promises to uphold the privacy of your personal information and to ensure that You can exercise your legal options.

Using Your Data Protection Rights under the GDPR

By getting in touch with us, you can exercise your rights of access, correction, cancellation, and opposition. Please be aware that before responding to such inquiries, we can require you to prove your identity. If you submit a request, we’ll do all in our power to get back to you as soon as we can.

Regarding the way we collect and use your data, you have the right to file a complaint with a data protection authority.

Privacy of Children

Anybody under the age of 13 is not eligible to use our service. Anybody under the age of 13 is not purposefully subjected to our collection of personally identifying information. Please get in touch with us if you’re a parent or legal guardian and you know that your child has given us personal information. We take efforts to erase the data from our servers if we become aware that we may have obtained Personal Data from anybody under the age of 13 without verifying parental permission.

We may ask for your parent’s permission before collecting and using your information if we must rely on consent as the legal basis for doing so and your nation requires it.

Adaptations to this Privacy Statement

Our privacy policy may occasionally be updated. Every time we make changes, we’ll let you know by posting the updated Privacy Policy on this page.

It is encouraged that you routinely check this privacy statement for updates. Any modifications to this privacy statement take effect when they are published on this page