Privacy Policy

Last Updated: November 12, 2025

Elite Wealth LLC respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data in accordance with applicable U.S. privacy laws, GDPR, and CAN-SPAM.

1. Information We Collect

We collect personal information necessary to provide and improve our services. This includes your name, contact information, and address, as well as insurance-related details such as coverage preferences or financial information needed to prepare quotes. We also collect limited technical data (such as IP address, browser type, and website usage patterns).

We may record or retain written or verbal correspondence for quality assurance, training, or compliance with legal and regulatory requirements. These records are stored securely and accessed only when necessary.

2. How We Use Your Information

We use your information to deliver requested services, respond to your inquiries, prepare written coverage options, communicate appointment details, and comply with applicable insurance and privacy regulations. We may also analyze limited usage data to enhance website performance and security.

Elite Wealth LLC does not sell, rent, or trade your personal data for marketing purposes.

3. Legal Basis for Processing (GDPR)

For individuals in the European Union or United Kingdom, we process personal data based on one or more of the following legal grounds:

1. Your explicit consent (e.g., when submitting a form or subscribing to updates).

2. The performance of a service or quote request that you initiated.

3. Compliance with legal or regulatory obligations applicable to licensed insurance agencies.

4. Data Security and Retention

We take your privacy seriously and implement administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, or misuse. All data is stored on secure servers using encryption and restricted access protocols.

Information is retained only for as long as necessary to fulfill the purposes described in this policy or to comply with legal and regulatory obligations, after which it is securely deleted.

5. Sharing and Disclosure of Information

We share your information only when necessary to deliver services or meet legal requirements. This may include:

• Licensed insurance carriers for policy illustration or placement.

• Third-party vendors that provide secure communication, scheduling, or data storage tools.

• Legal or regulatory bodies when required by law.

All third-party partners are bound by strict confidentiality and data protection obligations.

6. Your Privacy Rights

You have several rights regarding your personal data, including the right to access, correct, or request deletion of your information where legally permissible. You may also withdraw consent for non-essential communications or opt out of marketing emails using the unsubscribe link included in each message.

To exercise these rights, please contact us at [email protected].

7. Children’s Privacy

Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from minors. If you believe a child has provided us with personal information, please contact us immediately so we can remove it.

8. Email and Communication Practices

Elite Wealth LLC complies with all CAN-SPAM regulations. Marketing or informational emails always include clear sender identification, accurate subject lines, and a visible unsubscribe option.

Transactional emails—such as appointment confirmations or requested policy details—are sent as part of service fulfillment and are not considered marketing messages.

9. Updates to This Policy

We may revise this Privacy Policy periodically to reflect legal or operational updates. Any changes will appear on this page with an updated “Last Updated” date. Continued use of our website or services after such updates constitutes your acceptance of the revised policy.

10. Governing Law

This Privacy Policy is governed by the laws of the United States and the State of Wisconsin, without regard to conflict of law principles.

11. Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy-related request, you can contact:

Elite Wealth LLC
6808 University Ave, STE 108-1136
Middleton, WI 53562
(888) 421-6845
[email protected]