1. Introduction
Long Financial Services, LLC ("Company," "we," "us," or "our") operates the website guaranteedincomecheck.com (the "Site") and the rate-check tool, phone calls, and text messages associated with it. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information when you use the Site or provide your contact information to us.
By using the Site or submitting your information, you consent to the practices described in this Privacy Policy. If you do not agree, please do not use the Site or submit your information.
Our mailing address is: 4760 Preston Rd #244-271, Frisco, TX 75034. For privacy-related inquiries, contact us at info@longfsg.com.
2. Information We Collect
Information You Provide Directly
When you use the rate-check tool, we collect:
- First and last name
- Email address
- Phone number
- State of residence and age range
- Your answers to the rate-check questions (contribution range, income timeline, priorities, shopping status, and retirement status)
Information Collected Automatically
When you visit the Site, we and our third-party service providers may automatically collect:
- IP address and approximate geographic location
- Browser type, device type, and operating system
- Pages viewed, time on page, and referring/UTM campaign data
- Cookie identifiers and similar tracking technology data
3. Cookies and Tracking Technologies
We use cookies and similar technologies to operate the rate-check tool, measure traffic, and support our advertising. Cookies on the Site may be set by or on behalf of:
- Google Analytics — measures site traffic and performance. Subject to Google's Privacy Policy.
- Meta (Facebook) Pixel — measures the performance of our advertising on Facebook and Instagram. Subject to Meta's Privacy Policy.
- GoHighLevel / LeadConnector — our CRM, booking-calendar, and calling platform, which powers lead capture, appointment scheduling, and the callback described in Section 5. Subject to GoHighLevel's Privacy Policy.
Most browsers let you refuse or delete cookies; doing so may affect how the rate-check tool functions. We do not currently respond to browser "Do Not Track" signals.
4. How We Use Your Information
We use the information we collect to:
- Show you an illustrative guaranteed-rate range based on your answers
- Contact you by phone, text, or email about your results and to offer a consultation with a licensed insurance professional
- Schedule and confirm appointments
- Analyze Site traffic and improve the tool
- Measure the performance of our advertising (via Google and Meta)
- Comply with legal obligations
We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.
5. Calls and Text Messages
By submitting your phone number and checking the consent box on the Site, you agree to receive calls and text messages about your rate results, including by auto-dialer and prerecorded/AI-assisted voice. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP at any time to opt out of texts, or tell any call representative to remove you from future contact.
Calls and texts we send may include: a callback confirming your rate range, appointment reminders and confirmations, and follow-up related to the consultation you requested. We do not use your phone number for unrelated marketing, and it is not shared with third parties for their own marketing purposes. Carriers are not liable for delayed or undelivered messages.
6. How We Share Your Information
We share your information with:
- Independently licensed insurance professionals affiliated with Long Financial Services, LLC, who may contact you about your results
- GoHighLevel / LeadConnector — our CRM, scheduling, and calling platform
- Google and Meta — for analytics and advertising measurement only
We may also disclose information if required by law, to protect our rights or the safety of others, or in connection with a merger, acquisition, or sale of business assets, with appropriate confidentiality protections.
7. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Policy, unless a longer period is required by law. To request deletion of your information, contact us at info@longfsg.com and we will respond within a reasonable time.
8. Children's Privacy
The Site is intended for adults age 18 and older. We do not knowingly collect information from anyone under 18. If you believe we have inadvertently collected information from a minor, contact us at info@longfsg.com and we will delete it.
9. Security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
10. State Privacy Rights
Depending on your state of residence, you may have rights to access, correct, or delete the personal information we hold, and to opt out of certain data sharing. To exercise these rights, contact us at info@longfsg.com with your name, state of residence, and the right you wish to exercise.
11. Third-Party Links
The Site may link to third-party resources, including our booking calendar. We are not responsible for the privacy practices of those external sites and encourage you to review their policies.
12. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the effective date above. Continued use of the Site after a change means you accept the updated Policy.
13. Contact Us
Questions about this Policy or our data practices:
- Email: info@longfsg.com
- Mail: Long Financial Services, LLC, 4760 Preston Rd #244-271, Frisco, TX 75034