Privacy Policy

 Privacy Policy
Effective Date: 6/28/2025

Providence Consulting, operating under the brand name UntaxableLife ("we," "us," or "our"), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website https://www.UntaxableLife.com (the “Site”), and your rights regarding that information.

We collect both personal and non-personal information when you interact with our website or services:

• Personal Information: Includes your name, email address, phone number, and any other details you voluntarily provide through our forms, consultations, or communications.
   
• Financial Information: When applicable, we may collect information needed to evaluate financial needs or strategies (e.g., income range, retirement goals).
   
• Technical Data: Includes your IP address, browser type, device information, location, pages visited, and referring website.
   
• Cookies and Tracking: We may use cookies, pixels, or other similar tracking tools to enhance your user experience and analyze website traffic.
   

We use your information to:

• Provide and customize financial services such as:
   
  • Tax-Advantaged Wealth Accumulation Strategies
     
  • Indexed Universal Life Insurance (IUL)
     
  • Living Benefits & Final Expense Planning
     
  • Asset Protection & Qualified Rollovers
     
  • Fixed Indexed Annuities & Indexed Growth Roth IRAs
     
  • Business Owner Strategies
     
  • Estate & Legacy Planning
     
• Respond to your inquiries or requests for consultations
   
• Send updates, offers, newsletters, or other communications related to our services (you may unsubscribe at any time)
   
• Improve website performance and user experience
   
• Ensure compliance with legal and regulatory obligations
   

We do not sell or rent your personal information. We may share your data in the following cases:

• With third-party service providers (e.g., CRM systems, email platforms, data analysis tools) who help us operate and deliver our services
   
• To comply with legal requirements, respond to lawful requests, or enforce our rights
   
• In connection with a business transfer, merger, or restructuring, where your information may be part of transferred assets
   

Our site may contain links to third-party websites or tools such as insurance providers, investment platforms, or analytics tools. We are not responsible for the privacy practices or content of these third-party services. We encourage you to review their privacy policies.

Depending on your jurisdiction, you may have the right to:

• Access, correct, or delete your personal data
   
• Opt out of marketing communications
   
• Request information about how your data is used
   
• Withdraw consent for data collection where applicable
   

To exercise your rights, please contact us at:
📧 info@untaxablelife.com

We maintain appropriate technical and administrative safeguards to protect your personal information from unauthorized access, misuse, or disclosure. However, no method of transmission over the Internet is 100% secure.

We retain your data only as long as necessary to provide services, comply with legal requirements, and resolve disputes.

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

We may update this Privacy Policy to reflect changes in legal, technical, or business developments. Updates will be posted on this page with a revised "Effective Date."

For questions about this Privacy Policy or your personal data, contact us at:

Providence Consulting
📍  4700 Millenia Blvd suite 500, Orlando, FL 32839
📧 info@untaxablelife.com
🌐 https://www.UntaxableLife.com