(541) 233-5629
info@insightfulsummit.com
Next Phase of Life is now called Insightful Summit Business Advisors
Privacy Policy
Effective Date: June 1, 2024
Insightful Summit Business Advisors and its parent company, The Next Phase of Life, LLC ("we," "us," "our"), is dedicated to safeguarding the privacy of our clients and the confidentiality of their information. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and protection of your information when you engage our consulting services. This policy is designed to comply with applicable privacy laws, including those of the State of Oregon.
1.
Information We Collect
We collect various types of information to provide and improve our services, including but not limited to:
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Personal Information: This includes, without limitation, your name, contact details (such as address, email address, phone number), job title, and company information.
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Business Information: This includes, without limitation, details about your business operations, strategies, financial information, and other data necessary for the provision of our consulting services.
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Usage Data: This includes information regarding your interaction with our website and services, such as IP addresses, browser types, access times, and referring website addresses.
2.
Use of Information
We use the information collected for the following purposes:
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Provision of Services: To provide and manage our consulting services, and to communicate with you about your engagement and other inquiries.
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Service Improvement: To improve our services and the functionality of our website.
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Legal Compliance: To comply with legal obligations and to protect our legal rights and interests.
3.
Disclosure of Information
We do not sell, lease, or rent your personal information to third parties. We may disclose your information in the following circumstances:
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With Your Consent: We may disclose information with your consent or as directed by you.
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Service Providers: We may engage third-party service providers to perform services on our behalf, such as data analysis and IT services. These providers are contractually obligated to protect your information and to use it solely for the purposes for which it was disclosed.
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Legal Obligations: We may disclose your information to comply with applicable laws, regulations, legal processes, or governmental requests, and to protect the rights, property, or safety of our practice, our clients, or others.
4.
Data Security
We implement robust security measures designed to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include, but are not limited to, encryption, access controls, and regular security assessments. However, no method of transmission over the internet or method of electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.
5.
Retention of Information
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected and to comply with legal, regulatory, or internal policy requirements. Once your information is no longer necessary for these purposes, we will securely dispose of it upon request.
6.
Your Rights
You have the following rights with respect to your information:
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Access: You have the right to request access to the personal information we hold about you.
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Correction: You have the right to request that we correct any inaccuracies in the information we hold about you.
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Deletion: You have the right to request that we delete your information, subject to certain legal and contractual restrictions.
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Opt-Out: You have the right to opt-out of receiving marketing communications from us.
To exercise these rights, please contact us at legal@insightfulsummit.com.
7.
Cookie Policy
Our website uses cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files that are placed on your device when you visit our website. We use the following types of cookies:
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Essential Cookies: These cookies are necessary for the website to function properly.
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Performance Cookies: These cookies collect information about how visitors use our website, enabling us to improve the website's performance and user experience.
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Functionality Cookies: These cookies remember your preferences and settings to provide a more personalized experience.
You can manage your cookie preferences through your browser settings. Please note that disabling cookies may affect the functionality of our website.
8.
Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. If we make material changes to this policy, we will notify you by updating the effective date and posting the revised policy on our website. Your continued use of our services after any such changes constitutes your acceptance of the new Privacy Policy. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
9.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
Insightful Summit Business Advisors
4736 ROYAL AVE UNIT 17163EUGENE OR 97402 USA
1.541.233.5629
legal@insightfulsummit.com
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By engaging our services, you acknowledge that you have read and understood this Privacy Policy and agree to our collection, use, and disclosure practices as described herein.