PRIVACY POLICY - KARMA FINANCIAL
Privacy Policy & SMS Terms – Karma Financial
Karma Financial is committed to protecting your privacy and maintaining transparency in how your personal information is handled. This Privacy Policy outlines how we collect, use, and safeguard your data, including how we communicate with you via SMS.
1. Information We Collect
When you submit your information through our website or forms at
, we may collect personal details such as:
Full namePhone numberEmail addressZip codeOther information needed to provide insurance, financial, or retirement-related services
2. How We Use Your Information
We use the information you provide to:
Respond to your inquiries and provide insurance or financial service quotesFollow up on requests, appointments, and policy updatesSend service-related messages via phone, email, or SMS
We do not sell, rent, or share your information with third parties for marketing purposes without your express consent.
3. SMS Consent & Communication Terms
By providing your phone number through our forms, you consent to receive recurring text messages from Karma Financial. These may include:
Automated marketing offers
Service updates and reminders
Responses from licensed agents
Message Details:
Frequency varies based on your interactionMessage and data rates may applyYou may opt out at any time by replying STOPTo get more information, reply HELP
Once opted out, you will no longer receive SMS messages unless you reinitiate contact and opt in again.
4. Data Security
We employ industry-standard security measures to protect your data from unauthorized access or misuse. Only authorized staff and systems have access to your information.
5. Your Rights
You have the right to:
Access, correct, or update your personal dataWithdraw consent to receive messages at any timeRequest deletion of your data from our systems
To exercise these rights, email us at:
6. Use of Third-Party Services
We use trusted third-party providers (e.g., CRM, SMS gateways) to facilitate communication and service delivery. These partners are contractually obligated to protect your information and may not use it for their own purposes.
7. Policy Updates
We may update this Privacy Policy periodically. Updates will be posted on this page with an updated date. Your continued use of our services implies acceptance of the revised terms.