Privacy Policy

07/24/25

1. Information We Collect

We may collect personal information such as your:

  • Name, phone number, and email address

  • Financial interests or goals (voluntarily submitted)

  • Licensing or career interest (for recruitment inquiries)

  • Usage data from our website or contact forms

2. How We Use Your Information

We use your information to:

  • Respond to inquiries or schedule consultations

  • Share educational materials or event invites

  • Determine suitability for career opportunities

  • Deliver services based on your state and licensing requirements

We do not sell or share your information without your consent.

3. Data Security

We implement security measures to protect your data from unauthorized access, misuse, or disclosure. However, no method of transmission over the internet is 100% secure.

4. Who May Contact You

Depending on your request, you may be contacted by:

  • A licensed life insurance agent

  • A securities-licensed professional (e.g., Ty Brooks) where applicable and permitted by law

5. Third-Party Links

Our site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.

6. Compliance with Laws

We comply with all applicable privacy and marketing laws. If you reside in a state with additional privacy rights, you may request to review or delete your data at any time.

7. Changes to This Policy

We may update this policy occasionally. Any changes will be posted on this page with a new effective date.

8. Contact Us

If you have questions about this policy or your information, please email:
📩 Dawson@DPBFinancial.com
📩 Ty@DPBFinancial.com

Data Retention

We retain client information only as long as necessary for:

  • Providing you with services

  • Meeting regulatory or legal requirements

  • Managing business records and client relationships

Children’s Privacy

Our services are not intended for children under age 13. We do not knowingly collect or solicit personal information from minor

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact:

📧 Email: privacy@dpbfinancial.com
📞 Phone: 979-249-7088
📍 Address: 106 Big Pine Creek Lane, Bastop, Texas 78602