Privacy Policy

Creator Marketing LLC (herein referred to as "Passive Wealth Plan") and its subsidiaries or affiliates (collectively, "we" or "us") aim to help you understand how information can create new opportunities for you, our customer, while reassuring you that we respect and honor requests to restrict and protect personal information. By using the website www.passivewealthplan.com, and any other websites or mobile apps where this Privacy Policy is posted or linked (collectively, the "Digital Properties"), you agree to these terms. This Privacy Policy describes how we use, disclose, and protect personal information collected through the Digital Properties to generate leads for insurance professionals and financial professionals. Passive Wealth Plan generates leads for insurance professionals and financial professionals; we do not provide financial or insurance services.

This Statement of Privacy applies to all Passive Wealth Plan entities and affiliated companies. For the purposes of this Privacy Policy, unless otherwise noted, all references to Passive Wealth Plan include any and all related domains operated by these entities.

Why We Collect Personal Information

Passive Wealth Plan collects personal information to improve the manner by which we operate, offer our products and services, communicate with you about those products and services, and provide effective, timely customer support when needed. We collect data via this funnel to generate leads and appointments for insurance professionals, without liability for their actions or advice. We also use data to deliver targeted ads on platforms like Meta, Google, and YouTube. We may handle and share your personal information as set forth in this Privacy Policy.

The Kind of Personal Information We Collect

Passive Wealth Plan collects personal information in various ways, including when you interact with the Digital Properties, such as when you register or create an account, use our services, visit our pages, enter promotions, subscribe to newsletters, provide feedback, or participate in surveys. Information collected may include your name, email address, phone number, address, product preferences, demographic information, personal interest information, and additional information to enable access to certain services.

Cookies and How We Use Them

Passive Wealth Plan uses cookies to measure traffic activity, improve user experience, and provide tailored content. Disabling cookies may affect functionality. You can manage cookie preferences through your browser settings; see allaboutcookies.org for details.

Information Collected From Other Sources

We may obtain personal information from third parties and combine it with information we collect. This includes information from social media widgets, third-party services, and ads on Meta, Google, and YouTube managed by Passive Wealth Plan. By using this funnel, you consent to such data collection and processing.

How We Protect Your Personal Information

Passive Wealth Plan safeguards data with physical, electronic, and managerial procedures. While precautions are taken, we cannot guarantee the complete security of transmitted data.

How We Use Your Personal Information

Passive Wealth Plan uses personal information for various purposes, including product improvement, personalized experiences, news and updates, understanding usage, and anonymous reporting. We use data to generate leads and appointments for financial and insurance professionals. We retain data as long as necessary to fulfill these purposes or comply with legal obligations.

How and When We Disclose the Information We Collect

Passive Wealth Plan may share personal information collected about you with trusted vendors, partners, or other companies as necessary to fulfill requested consultations or inquiries about services. We share and sell your data to financial and insurance professionals as part of our lead generation process to facilitate their services, but we do not control or bear liability for their actions or advice. We are only the connection point; we do not provide any services. Additionally, we may sell such information for other legitimate business purposes, including but not limited to facilitating transactions. We may also disclose information if required by law or to protect rights or property.

Account Data

Account Data includes personal information provided to us or collected in connection with our services. We collect and use this data to provide and improve our services, identify users, provide customer support, and keep our services safe and secure.

Children's Privacy

All Digital Properties are not intended for or directed to individuals under the age of 18, and we do not knowingly collect personal information from individuals under the age of 18.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our information handling and privacy practices and/or changes in applicable law. The "Last Updated" date at the top of this page indicates when this Privacy Policy was last revised. If we make changes, we will revise the date at the top of this page and, in the case of material changes, we will provide you with additional notice if required by applicable law. Unless otherwise stated, the current version of this Privacy Policy applies to all Digital Properties and all personal information under our control. We encourage you to review this Privacy Policy periodically to remain informed about our information handling and privacy practices. By visiting or using our Digital Properties, you agree that any changes to this Privacy Policy shall apply to any personal information we may maintain about you, whether collected before or after such changes.

State-Specific Privacy Rights

For residents of states with strict privacy laws (e.g., California under CCPA, Virginia under VCDPA), you may opt out of data collection or sale, request deletion, request access to, or correct personal information by emailing legal@passivewealthplan.com. Passive Wealth Plan will process requests within legally required timeframes (e.g., 45 days under CCPA). Specific state rights include:

• Nevada (NV): If you are a consumer with a Nevada mailing address, you may opt out of the sale of your personal information to third parties by emailing legal@passivewealthplan.com. We do not make marketing calls, but you may contact the Nevada Attorney General's Office at BCPINFO@ag.state.nv.us or 702-486-3132 for additional telemarketing protections.
• Vermont (VT): If you are a consumer with a Vermont mailing address, we will not share your information with nonaffiliates for their direct marketing purposes without your consent, though we may share or sell it to financial and insurance professionals for lead generation as described above.
• North Dakota (ND): If you have a North Dakota mailing address, we may share or sell your data to financial and insurance professionals for lead generation as described above, without additional consent beyond your use of this site. We do not otherwise share your information with nonaffiliates for their direct marketing purposes (e.g., telemarketing) without your consent.

Contact Us

If you have any questions or requests related to your privacy, please contact Passive Wealth Plan at legal@passivewealthplan.com.