LEGAL POLICIES
Privacy Policy
ROL Financial and Insurance LLC
Effective date: 26/10/2026
ROL Financial and Insurance LLC (“we,” “us,” or “our”) respects your privacy. This policy explains how we collect, use, and handle personal information through our website, inquiry forms, appointment calendars, and related communications.
1. Information We Collect
We may collect:
Your name, email address, and phone number.
Business information and details you choose to provide about your interests or service needs.
Appointment information and communication preferences.
Records of your inquiries and communications with us.
Technical information, such as your IP address, browser type, and website usage data.
Please do not submit Social Security numbers, confidential tax documents, payment information, or medical records through general inquiry or appointment forms. Contact us for an appropriate secure method when sensitive information is needed.
2. How We Use Your Information
We use your information to:
Respond to questions and service requests.
Schedule, confirm, and manage appointments.
Send appointment reminders and scheduling updates.
Provide requested information and coordinate next steps.
Maintain business records and improve our services.
Send marketing communications where permitted and consistent with your preferences and applicable consent requirements.
3. Text Messages and Your Consent
If you separately opt in to receive text messages from ROL Financial and Insurance LLC, we may send appointment confirmations, reminders, and scheduling updates.
Providing a phone number or submitting a form does not, by itself, constitute consent to receive marketing text messages. Consent to text messages is not a condition of purchase.
Message frequency varies based on your appointments and interactions with us. Message and data rates may apply.
Reply STOP to unsubscribe or HELP for assistance. You may also contact [email protected].
Mobile information will not be shared with third parties or affiliates for their marketing or promotional purposes. Text-message opt-in data and consent will not be sold or shared for another business’s marketing. We may provide this information to messaging platforms, aggregators, and service providers solely as needed to deliver and support our text-message services.
4. How We Share Information
We do not sell, rent, or trade your personal information.
We may disclose information:
To service providers that help operate our website, scheduling, email, messaging, and other business systems.
With your permission, to a specialist or service provider involved in a service you request.
When required by law or when reasonably necessary to protect rights, property, or safety.
The restrictions on text-message opt-in data and consent described above apply to these disclosures. A referral does not transfer your consent to receive marketing text messages.
5. Protecting and Retaining Information
We use reasonable safeguards designed to protect personal information. No website, communication method, or storage system can guarantee complete security.
We retain information as reasonably needed to respond to requests, provide services, maintain appropriate business records, and meet applicable legal obligations.
6. Your Choices and Requests
You may contact us to request access to, correction of, or deletion of your personal information. We will respond as required by applicable law and may need to verify your identity. Some information may need to be retained for legal or recordkeeping purposes.
You may unsubscribe from marketing emails using the unsubscribe link, where provided, or by contacting us. To stop text messages, reply STOP.
7. Other Providers and Websites
Our website or communications may link to independent websites or service providers. Their privacy practices are governed by their own policies. Please review those policies before providing personal information directly to them.
8. Changes to This Policy
We may update this policy as our services or practices change. The updated version will appear on this page with a revised effective date.
9. Contact Us
For privacy questions or requests, contact:
ROL Financial and Insurance LLC
Email: [email protected]
Terms of service
ROL Financial and Insurance LLC
Effective date: 26/10/2026
About These Terms
These terms apply to this website and appointment forms operated by ROL Financial and Insurance LLC (“we,” “us,” or “our”). Please review them before submitting an appointment request.
Appointments and Discovery Calls
Discovery calls help us understand your needs, answer general questions, and determine appropriate next steps. Submitting a request does not confirm an appointment. Please refer to your confirmation message for the appointment date, time, and meeting details.
To cancel or reschedule, use the link in your confirmation message, if provided, or email [email protected].
Information and Services
Website content and initial discovery calls provide general information. They do not constitute individualized legal, tax, or investment advice.
Requesting an appointment does not purchase insurance, establish coverage, enroll you in a program, or authorize a tax filing. Services requiring additional consent, disclosures, applications, or agreements will be addressed separately.
Eligibility, coverage, approval, tax credits, savings, and other results depend on individual circumstances and applicable requirements. No specific outcome is guaranteed.
Specialists and Other Providers
When appropriate, we may discuss connecting you with an independent specialist or service provider. Their services may be subject to separate terms, fees, and agreements, which should be reviewed before proceeding.
Information You Submit
Please provide accurate contact and appointment information. Do not submit Social Security numbers, payment information, medical records, or confidential tax documents through a general appointment form. Ask us for an appropriate secure method when sensitive information is needed.
Communications
We may use the contact information you provide to respond to your inquiry and coordinate your requested appointment, consistent with your stated preferences and applicable permissions. Submitting a form does not, by itself, authorize marketing text messages or automated marketing calls.
Text Message Reminders
If you separately consent to receive text messages from ROL Financial and Insurance LLC, we may send appointment confirmations, reminders, and scheduling updates. Message frequency varies based on your appointments. Message and data rates may apply.
Reply STOP to unsubscribe or HELP for assistance. You may also email [email protected]. Consent to text messages is not a condition of purchase. Wireless carriers are not liable for delayed or undelivered messages.
For information about how we handle your personal information, please review our Privacy Policy above.
Privacy
Please review our Privacy Policy for information about how personal information is collected, used, and handled.
Updates
We may revise these terms. Updated terms will be posted on this page with a revised effective date.
Contact
ROL Financial and Insurance LLC
Email: [email protected]