Privacy Policy

1. Who We Are

Go-Getter Advisors is an independent insurance advisory firm located at 141 W. Brigham Rd., Suite C, Saint George, UT 84790. We are licensed in Utah, Arizona, and Nevada. This Privacy Policy explains how we collect, use, and protect information you provide when you visit our website or contact us through our online forms.

2. Information We Collect

When you submit a contact form or book a consultation on our website, we may collect the following information:

• Full name and organization name
• Email address and phone number
• Mailing address
• Type of insurance you are inquiring about
• Any notes or messages you choose to include

We also collect standard website analytics data (such as pages visited and browser type) through third-party tools. This data is aggregated and does not identify individual visitors.

3. How We Use Your Information

We use the information you provide to:

• Respond to your inquiry and schedule consultations
• Provide insurance guidance and quotes relevant to your situation
• Follow up on prior conversations or requests
• Send informational communications if you have opted in

We do not sell your personal information to third parties. We do not use your information for any purpose unrelated to the insurance advisory services you have requested.

4. Third-Party Service Providers

We use GoHighLevel (Equipt360) as our customer relationship management (CRM) platform. Information you submit through our contact forms is stored securely within that system and used solely for the purpose of managing your advisory relationship with Go-Getter Advisors. We may also share your information with licensed insurance carriers when necessary to obtain quotes or process applications on your behalf, and only with your consent.

5. Text Message (SMS) Communications

If you provide your phone number and consent to receive text messages, we may contact you via SMS to confirm appointments, follow up on inquiries, or share relevant information. Message and data rates may apply. You may opt out at any time by replying STOP to any message. Consent to receive text messages is not a condition of receiving our services.

6. Data Security

We take reasonable precautions to protect your personal information from unauthorized access, disclosure, or misuse. Our CRM platform uses industry-standard encryption and security practices. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

7. Your Rights

You have the right to request access to, correction of, or deletion of your personal information at any time. To make such a request, please contact us at 435.229.0237 or visit gogetteradvisors.com.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The most current version will always be available at gogetteradvisors.com/privacy-policy. Continued use of our website after any changes constitutes your acceptance of the updated policy.

9. Contact Us

Go-Getter Advisors — 141 W. Brigham Rd., Suite C, Saint George, UT 84790
Phone: 435.229.0237
Website: gogetteradvisors.com