SMS Privacy Polciy | Link Financial

Link Financial Benefits

Effective Date: September 28, 2026

Information We Collect

Link Financial Benefits respects your privacy and is committed to protecting the personal information you provide to us.

We may collect your name, telephone number, email address, mailing address, seminar registration information, appointment preferences, and information voluntarily provided through our website.

When necessary to provide financial or insurance services, we may also collect financial, insurance, and other information relevant to your inquiry or application.

Our website may collect technical information, including IP addresses, browser information, and website usage data.

How We Use Your Information

We use personal information to:

Respond to inquiries and provide requested services.
Process seminar registrations and appointment requests.
Provide information about investment, retirement, life insurance, and annuity products.
Deliver requested newsletters and educational materials.
Communicate with customers and prospective customers.
Send authorized email and SMS communications.
Meet applicable legal and regulatory obligations.

Information Sharing

We may share information with Packerland Brokerage Services, insurance carriers, product providers, and authorized service providers when necessary to provide requested services, process applications, administer accounts, or comply with applicable law.

We may also use third-party providers for website hosting, seminar registration, appointment scheduling, email delivery, and SMS communications.

These providers may receive information necessary to perform services on our behalf.

We do not sell or share SMS opt-in information with third parties or affiliates for their own marketing or promotional purposes.

SMS Communications and Mobile Privacy

Link Financial Benefits offers an optional SMS messaging program.

When you affirmatively enroll, we may collect your mobile telephone number, enrollment information, consent records, messaging preferences, and opt-out requests.

Depending on the messaging program selected, text messages may include seminar invitations, event reminders, appointment notifications, customer care, educational information, and promotional communications concerning our financial and insurance products and services.

Message frequency varies. Message and data rates may apply.

You may withdraw your consent at any time by replying STOP to a text message. Reply HELP for assistance.

SMS consent is voluntary and is not a condition of purchasing products or services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes.

We may share information with contracted messaging providers solely as necessary to deliver authorized messages and administer the messaging program.

Financial Information and Broker-Dealer Privacy

Securities are offered through Packerland Brokerage Services, Inc., an unaffiliated broker-dealer.

Personal information collected in connection with brokerage accounts is also subject to Packerland's applicable privacy notices and regulatory disclosures.

For information about Packerland's privacy practices, please review its published Privacy Policy:

https://www.packerlandbrokerage.com/media/278/pdf.pdf

Insurance products and services may involve additional information collection and disclosures by the applicable insurance carrier.

Information Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

Please do not transmit Social Security numbers, account passwords, or sensitive financial information through ordinary text messages or unsecured website forms.

Data Retention

We retain information as necessary for legitimate business purposes, customer service, and applicable legal and regulatory requirements.

Consent and opt-out records may be retained to document compliance with messaging requirements.

Your Communication Preferences

You may unsubscribe from marketing emails using the unsubscribe link provided in those communications.

You may unsubscribe from SMS communications by replying STOP.

For other privacy inquiries or communication preferences, please contact our office.

Third-Party Websites

Our website may link to third-party websites, including seminar registration platforms and financial product providers.

These websites may have independent privacy policies. We encourage you to review them before submitting information.

Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be reflected by an updated effective date.