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Privacy Policy

Last Updated: February 23, 2026

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Kaizen Family Financial Consultants (“Kaizen,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the “Site”) and when you communicate with us through forms, phone, email, text message (SMS), or other channels.

By using the Site, you agree to the practices described in this Privacy Policy.

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1) Information We Collect: Information you provide directly

We may collect information you choose to provide, including:

  • Contact Information: name, email address, phone number, mailing address

  • Inquiry Details: subject line, message content, and any other information submitted through forms

  • Service-Related Information: information you provide about insurance or financial needs (for example, general goals and coverage interests)

  • Communications: emails, call logs, SMS/text messages, and notes from conversations
     

Information collected automatically

When you use the Site, we may automatically collect:

  • Device and Usage Data: IP address, browser type, device identifiers, operating system, pages visited, time spent on pages, clicks, and referring/exit pages

  • Approximate Location Data: general location inferred from IP address

  • Cookies and Similar Technologies: cookies and similar tracking technologies used for site functionality and analytics
     

2) How We Use Your Information

We may use your information to:

  • Respond to your inquiries and provide requested information

  • Schedule consultations and provide services

  • Evaluate your needs and recommend insurance or financial solutions

  • Communicate with you by email, phone, or SMS, including reminders and follow-up

  • Maintain records in our customer relationship management system (Pipedrive)

  • Facilitate calling and text messaging communications through our business phone system (Nextiva)

  • Improve our Site, operations, and customer experience

  • Maintain internal records, quality assurance, training, and compliance

  • Detect and prevent fraud or unauthorized activity

  • Comply with legal obligations and enforce our policies
     

3) CRM and Communications Tools We Use

We use third-party tools to manage communications and customer relationships:

  • Pipedrive (CRM): We may store contact details, inquiry notes, and communication history in Pipedrive to manage leads, client relationships, and follow-ups.
     

  • Nextiva (Phone/SMS): We use Nextiva to place and receive calls and send and receive SMS messages, including follow-up communications and appointment reminders.
     

These vendors process information on our behalf to provide their services and are expected to protect it in accordance with their own privacy and security practices.

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4) Text Messages and Phone Calls (SMS/Calling)

If you provide your phone number, you may receive calls or text messages from Kaizen via Nextiva for purposes such as responding to your inquiry, scheduling, reminders, and service-related follow-up.

  • Message and data rates may apply depending on your mobile carrier.
     

  • You can opt out of SMS messages at any time by replying STOP.
     

  • You can request help by replying HELP (where supported) or contacting us directly using the information in the “Contact Us” section.
     

  • Opting out of promotional texts may not opt you out of essential service communications related to an ongoing client relationship, where permitted by law.
     

5) Cookies, Analytics, and Advertising

We may use cookies and similar technologies to operate the Site and understand website traffic and usage patterns. You can control cookies through your browser settings. Disabling cookies may affect certain Site functionality.

If we use analytics or advertising tools (such as Google Analytics or social media pixels), those tools may collect usage and device information to help measure performance and improve marketing. (If you want, we can list any specific tools you use here.)

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6) How We Share Your Information

We do not sell your personal information.

We may share information in the following situations:

  • Service Providers: with vendors who help us operate our business (including Pipedrive for CRM and Nextiva for phone/SMS).
     

  • Legal and Compliance: if required by law, court order, subpoena, or to protect rights, safety, and security.
     

  • Business Transfers: if we undergo a merger, acquisition, restructuring, or asset sale, information may be transferred as part of that transaction.
     

  • With Your Consent: when you instruct or authorize us to share information.
     

7) Data Retention

We keep personal information for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.

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8) Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no internet or electronic storage method can be guaranteed 100% secure.

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9) Children’s Privacy

Our Site is not intended for children under 13 (and in some jurisdictions under 16). We do not knowingly collect information from children.

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10) Your Privacy Rights

Depending on your location, you may have rights to request access to, correction of, or deletion of certain personal information, and to object to or restrict certain processing. To submit a request, contact us using the details below. We may verify your identity before fulfilling certain requests.

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11) Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices of third parties.

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12) Updates to This Privacy Policy

We may update this Privacy Policy periodically. The “Last Updated” date reflects the most recent changes. Your continued use of the Site means you accept the updated policy.

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13) Contact Us

If you have questions about this Privacy Policy or want to exercise privacy rights, contact us:

Kaizen Family Financial Consultants


Email: info@thekaizenfinancial.com
Phone: 954-399-7878
Mailing Address: 3301 N. University Drive, Suite 100, Coral Springs, FL 33065

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