Privacy Policy
Your privacy
This Privacy Policy explains how SMIB Management, Inc. (“SMIB,” “we,” “us”) collects, uses and protects information on FreeLegacyReport.com (the “Site”). SMIB owns and operates the Site. We wrote this in plain English. If anything is unclear, call us at (619) 592-2594.
The short version
- We collect only what you choose to type into our forms.
- We use it to send you your results, prepare your free report and contact you about it.
- We do not sell your information, and we do not share it with anyone for their own marketing.
- The Site does not use advertising cookies, tracking pixels or analytics tools.
- You can ask us to see, correct or delete your information at any time.
Information we collect
Information you give us. When you request a free report or complete the assessment, we collect:
- Your first and last name, email address and phone number;
- Your state and the best time to reach you, if you provide them;
- Your answers to the assessment statements (True, False or Not sure), the scores calculated from them, and whether you told us you have recently lost a spouse.
The assessment never asks for account numbers, balances, passwords, Social Security numbers or medical information. Please don’t include those in any form.
Information collected automatically. Like any website, our hosting and service providers receive basic technical information when you visit, such as your IP address, browser type and the pages requested. They use it to deliver the Site and protect it from abuse. We do not use this information to identify you or build a profile of you.
How we use your information
- To show you your assessment results and send them to our team;
- To contact you by phone, text message or email about your request, your results and your free Client Pulse+ Report;
- To prepare your report and, only if you ask, discuss other services with you;
- To keep records of our communications with you and meet our legal and professional obligations;
- To protect the Site and our forms from spam and misuse.
Texts and phone calls
When you submit a form, you agree that SMIB may contact you by phone, text message or email about your request. Agreeing is not a condition of any service. Message and data rates may apply. You can reply STOP to any text, or ask us at any time to stop calling or emailing you, and we will honor your request.
Who we share information with
We do not sell your personal information, and we do not share it with third parties for their own marketing purposes. We share information only:
- With service providers who help us run the Site, who may use it only to provide their services to us: Cloudflare, Inc. (website hosting and security), Web3Forms (delivers your form submissions to our email and keeps a copy of each submission), Google Fonts (delivers the typefaces used on the Site and receives your IP address when the page loads) and our email provider;
- With professionals working on your behalf, such as your attorney or advisor, only with your permission;
- When required by law, such as to respond to a subpoena or court order, or to protect our rights or the safety of others.
Cookies and tracking
The Site does not use advertising cookies, analytics tools or tracking pixels, and it does not track you across other websites. Our hosting provider may use a strictly necessary security cookie to protect the Site from attacks.
Do Not Track. Some browsers send a “Do Not Track” signal. Because the Site does not track visitors across websites, it does not change its behavior in response to that signal. We also honor the Global Privacy Control signal as a request not to sell or share your information, which we already do not do.
How long we keep information
We keep your information for as long as we need it to respond to you and provide your report, and afterward as long as required for our business records and professional and legal obligations. You can ask us to delete it sooner, subject to those obligations.
How we protect information
The Site is served only over an encrypted (HTTPS) connection, and access to submissions is limited to the people at SMIB who need it. No method of sending or storing information over the internet is completely secure, so we cannot guarantee absolute security.
Your choices and rights
You can ask us to:
- Tell you what personal information we have about you;
- Correct information that is wrong or out of date;
- Delete your information;
- Stop contacting you.
To make a request, email support@smibmanagement.com, call (619) 592-2594, or write to us at the address below. We may need to confirm your identity before acting on a request, and we will not treat you differently for making one.
California residents. Under California’s “Shine the Light” law (Civil Code §1798.83), you may ask whether we have shared your personal information with third parties for their direct marketing purposes. We do not. If the California Consumer Privacy Act applies to us, California residents also have the rights it provides, including the rights to know, correct and delete personal information and not to be discriminated against for using them. Requests can be made through any of the contact methods above.
Children
The Site is intended for adults. We do not knowingly collect information from anyone under 16. If you believe a child has sent us information, contact us and we will delete it.
Links to other websites
The Site may link to other websites, such as smibmanagement.com. Their own privacy practices apply when you visit them.
Changes to this policy
If we change this policy, we will post the new version on this page and update the effective date at the top. If a change is significant, we will make it clear on the Site.
Contact us
SMIB Management, Inc.
8330 Allison Ave, Suite E
La Mesa, CA 91942
(619) 592-2594
support@smibmanagement.com