Privacy Policy
Effective Date: 6/21/26
At JP Morand Success Coach ("JP Morand Success Coach," "we," "our," or "us"), we respect your privacy and are committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, complete a form, schedule a consultation, or otherwise interact with our services.
Information We Collect
We may collect personal information that you voluntarily provide, including:
- Name
- Email address
- Phone number
- Mailing address
- Retirement and financial planning information you choose to share
- Information submitted through contact forms, appointment scheduling tools, or consultations
We may also automatically collect certain information when you visit our website, including:
- IP address
- Browser type
- Device information
- Pages visited
- Referring websites
- Date and time of visits
- Cookies and similar tracking technologies
How We Use Your Information
We may use the information we collect to:
- Respond to inquiries and requests
- Schedule and conduct consultations
- Provide information about retirement income planning and annuity options
- Evaluate your financial goals and retirement objectives
- Improve our website and services
- Communicate with you regarding appointments, updates, and educational content
- Comply with legal and regulatory requirements
How We Share Information
We do not sell your personal information.
We may share information with:
- Insurance carriers and financial service providers when necessary to evaluate products or services you request
- Service providers that help us operate our business, including scheduling platforms, marketing services, customer relationship management systems, and website providers
- Government agencies or regulatory authorities when required by law
- Professional advisors, including legal and compliance professionals
All third parties are expected to maintain appropriate safeguards for your information.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and support marketing efforts.
You can modify your browser settings to decline cookies, although some website features may not function properly.
Marketing Communications
By submitting your information through our website, you may consent to receive communications from us by email, phone, or text message regarding retirement planning information, appointment reminders, educational content, and related services.
You may opt out of marketing communications at any time by following the unsubscribe instructions included in our communications or by contacting us directly.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those external websites. We encourage you to review their privacy policies before providing personal information.
Financial Information Disclaimer
Information provided through our website, videos, consultations, and educational materials is intended for informational purposes only and should not be construed as legal, tax, accounting, or financial advice. Individual circumstances vary, and recommendations should be based on your unique situation.
Annuities and insurance products are issued by insurance companies and are subject to the terms, conditions, and claims-paying ability of the issuing insurer.
Your Rights
Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of personal information
- Limit certain uses of personal information
- Withdraw consent where applicable
To exercise these rights, please contact us using the information below.
Children's Privacy
Our services are intended for adults and are not directed toward individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page along with the updated effective date.
Contact Information
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
JP Morand Success Coach
6500 So Quebec Street, Suite 300, Englewood, CO 80111
(303) 860-1234