Effective Date
July 29, 2026
TN LEVEL UP FINANCIAL LLC respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices available to you when you use our website, submit a form, schedule an appointment, communicate with us, or use our services.
TN LEVEL UP FINANCIAL LLC
Email: [email protected]
Phone: 832-662-6828
Mailing Address: 5107 E Pagewick, Houston, TX 77041
Website: https://tnlevelupfinancial.com/
We may collect information that you voluntarily provide, including:
Full name
Email address
Telephone number
Mailing address
Appointment information
Information submitted through forms
Questions or messages you send to us
Insurance and financial information you choose to provide
Communication and SMS consent preferences
We may also automatically collect basic technical information, such as:
Internet Protocol address
Browser type
Device type
Pages viewed
Date and time of visits
Website usage information
Cookies and similar technologies
We may use your information to:
Respond to your questions and requests
Schedule and manage appointments
Provide requested insurance or financial education
Follow up regarding products or services you requested
Send appointment confirmations and reminders
Provide customer service and account updates
Send marketing communications when you have specifically consented
Improve our website and services
Maintain business and compliance records
Prevent fraud, misuse, and security incidents
Comply with applicable laws and regulatory obligations
When you voluntarily provide your mobile telephone number and provide SMS consent, TN LEVEL UP FINANCIAL LLC may send you text messages based on the specific type of consent you selected.
Messages may include:
Appointment confirmations
Appointment reminders
Responses to inquiries
Requested insurance information
Customer-service updates
Account notifications
Insurance and financial education
Occasional marketing or promotional communications
Message frequency may vary. Message and data rates may apply.
Reply HELP for assistance.
Reply STOP to unsubscribe at any time.
Consent to receive text messages is optional and is not required to schedule an appointment, submit a form, purchase a product, or receive services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information may be shared with service providers that help us operate our business or deliver communications, such as telecommunications carriers, messaging platforms, customer-service providers, technology providers, and appointment-management systems.
All other categories exclude text-message originator opt-in data and consent. SMS opt-in data and consent will not be shared with third parties.
We do not sell or rent mobile telephone numbers, SMS consent records, or text-message opt-in information.
We will send marketing text messages only when you have specifically selected the marketing SMS consent option.
Providing consent for service or appointment-related messages does not automatically provide consent for marketing messages.
You may unsubscribe from marketing text messages at any time by replying STOP.
We may send email communications related to appointments, requested information, customer service, and other legitimate business purposes.
Marketing emails may include an unsubscribe link. You may use that link to stop receiving future promotional emails.
We may share information with trusted service providers that help us operate our business, including:
Website-hosting providers
Customer relationship management platforms
Appointment and calendar providers
Email and SMS service providers
Telecommunications carriers
Technology and security providers
Professional advisers
Regulatory or legal authorities when required
These providers may access information only as reasonably necessary to perform services on our behalf.
We do not sell personal information for monetary compensation.
Information submitted through our website is used to respond to requests, provide general education, evaluate potential insurance needs, prepare for appointments, or assist with insurance-related services.
Do not submit Social Security numbers, banking credentials, medical records, or other highly sensitive information through a general website form unless you are specifically directed to use a secure method.
Our website may use cookies and similar technologies to understand website traffic, improve performance, remember preferences, and measure engagement.
You may control cookies through your browser settings. Disabling cookies may affect certain website features.
We use reasonable administrative, technical, and organizational safeguards to protect personal information.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
We may retain information for as long as reasonably necessary to:
Provide requested services
Maintain business records
Document consent
Meet legal and regulatory obligations
Resolve disputes
Enforce agreements
You may contact us to request that we:
Correct inaccurate personal information
Update your contact preferences
Stop marketing communications
Delete information when legally permitted
Explain how your information is being used
Certain records may need to be retained for legal, compliance, insurance, security, or business purposes.
Our website and services are not directed toward children under 13.
We do not knowingly collect personal information from children under 13 without appropriate authorization.
Our website may contain links to websites or services operated by third parties.
We are not responsible for the privacy practices, security, accuracy, or content of third-party websites. Review their policies before providing information.
We may update this Privacy Policy periodically.
Any updates will be posted on this page with a revised effective date. Continued use of our website after an update means you acknowledge the revised policy.
For privacy questions or requests, contact:
TN LEVEL UP FINANCIAL LLC
Email: [email protected]
Phone: 832-662-6828
Mailing Address: 5107 E Pagewick, Houston, TX 77041
Website: https://tnlevelupfinancial.com/