Private Policy

LEGAL & COMPLIANCE

Effective Date: April 20, 2026

Righteous Strategic Advisory Group LLC (“RSA,” “we,” “our,” or “us”) respects your privacy and is committed to handling your information responsibly. This policy explains our practices regarding your data when you interact with our advisory services.

Commitment to Transparency

Righteous Strategic Advisory Group LLC (“RSA,” “we,” “our,” or “us”) respects your privacy and is committed to handling your information responsibly.

This Privacy Policy explains how we collect, use, store, and share information when you visit our website, complete a form, schedule a consultation, submit an application, upload documents, or otherwise communicate with us.

SECTION 01

Information We Collect

We may collect personal information you voluntarily provide, including:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth
  • State of residence
  • Insurance-related or financial planning information you choose to provide
  • Documents you upload, including identification or other requested materials
  • Any other information you submit through our forms, surveys, calendar booking tools, chat, or email

We may also collect limited technical information automatically, such as browser type, device information, IP address, and website usage data.

SECTION 02

How We Use Information

We may use your information to:

  • Respond to inquiries
  • Schedule and confirm consultations
  • Prepare for appointments
  • Evaluate insurance-related needs
  • Process applications and related follow-up
  • Request, review, and organize supporting documentation
  • Communicate by email, phone, or text, where permitted
  • Maintain records related to services, policy servicing, and business operations
  • Improve website functionality and client experience
  • Comply with legal, regulatory, carrier, or recordkeeping requirements

SECTION 03

Document Uploads

If you upload documents through our website or related forms, those documents may used for consultation preparation, application processing, underwriting review, policy servicing, and other permitted insurance-related purposes.

Please do not upload sensitive information unless it has been requested or is necessary for your matter.

SECTION 04

Text, Email, and Phone Communications

If you provide your contact information, you may receive communications related to your inquiry, consultation, application, requested documents, appointment reminders, policy-related follow-up, or other service-related updates.

If you separately opt in, you may also receive educational or marketing communications. Consent to receive marketing communications is not a condition of purchase.

You may opt out of marketing emails by using the unsubscribe link, when available. You may opt out of text messages by replying STOP, where applicable.

SECTION 05

Sharing of Information

We do not sell your personal information for money.

We may share information when reasonably necessary with:

  • Insurance carriers
  • Underwriters
  • Service providers or platforms that support our website, scheduling, communication, document collection, or operations
  • Professional advisors, as needed
  • Government, regulatory, legal, or compliance authorities when required
  • Other parties with your direction or consent

SECTION 06

Cookies and Website Analytics

Our website may use cookies, pixels, or similar technologies to support site functionality, understand traffic, improve performance, and help us better understand how visitors use the site.

You can usually manage cookies through your browser settings.

SECTION 07

Data Security

We take reasonable administrative, technical, and organizational measures to help protect personal information. However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.

SECTION 08

Retention

We retain information for as long as reasonably necessary for business, legal, compliance, recordkeeping, application, servicing, and operational purposes.

SECTION 09

Third-Party Services and Links

Our website may use or link to third-party services, including calendar tools, communication platforms, embedded forms, file upload tools, or other providers. Their services are governed by their own terms and privacy practices.

SECTION 10

Children’s Privacy

This website is not intended for children under 13, and we do not knowingly collect personal information directly from children under 13 through this website.

SECTION 11

Your Choices

You may contact us if you would like to:

  • Update your information
  • Ask a question about our privacy practices
  • Request that we review information you previously submitted, where appropriate

We may need to retain certain information for legal, compliance, or operational reasons.

SECTION 12

Changes to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised Effective Date.

Righteous Strategic Advisory Group, LLC

Strategy • Protection • Longevity • Legacy

This information is for educational purposes only and should not be considered financial, tax, or legal advice. Insurance products and strategies are subject to underwriting and availability. https://link.rgtstrategy.com/widget/group/gdmGdMHGxxbmX3fUo2hj

© 2026 Righteous Strategic Advisory Group, LLC. All rights reserved.