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PRIVACY POLICY

Effective date: October 6, 2026

Marquez Advisory Group LLC respects your privacy. This Privacy Policy explains how we collect, use, and handle information when you visit our website, request information, book a consultation, or communicate with us.

Information we collect
We collect information you provide, such as your name, email address, telephone number, physical mailing address when provided, appointment details, insurance interests, and messages. We also maintain records of your communication preferences, including SMS consent choices and opt-out requests. Our website and service providers may collect technical information, including IP address, browser and device information, pages visited, and cookies or similar technologies. Please do not submit Social Security numbers, payment details, or detailed medical information through general website forms. If an insurance application requires sensitive information, we will explain the appropriate application process separately.

How we use information
We use information to respond to inquiries, schedule and manage consultations, provide requested insurance information and support, maintain records, operate and protect our website and services, and meet applicable obligations. We send SMS messages according to your consent choices. Marketing texts are sent only when appropriate marketing consent has been provided. Declining SMS consent does not prevent you from requesting information or booking a consultation.

Service providers and insurance applications
We use service providers for website hosting, scheduling, contact management, and communication delivery. These providers may process information on our behalf to perform those services. When you request an insurance application or quote, we may provide information needed to the relevant insurer or authorized service provider for that request, subject to applicable requirements and any required authorization. Insurers may provide separate privacy notices. This operational handling does not authorize another business to use your SMS consent for its own messaging program.

Mobile information and SMS consent
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Your communication choices
Mobile phone numbers and SMS consent are acquired directly when you enter your mobile number and affirmatively check the separate optional, initially unchecked SMS consent box or boxes on our website booking form. Entering a phone number or submitting a booking without checking a box does not enroll you in SMS. You may choose appointment and service texts, marketing texts, both, or neither. To stop SMS messages, reply STOP to a message from us. For assistance, reply HELP or contact marcos@marquezadvisory.com or (702) 861-4832. We honor opt-out requests and do not require marketing messages to obtain services. Use an email unsubscribe link, when provided, to unsubscribe from marketing emails. SMS consent does not by itself subscribe you to email marketing.

Cookies and third-party links
Cookies and similar technologies may support website operation and, where enabled, analytics or advertising. Manage available cookie choices through website controls and browser settings. Third-party sites linked from our website operate under their own privacy policies.

Retention and protection
We retain information as needed for the purposes described in this policy and applicable recordkeeping obligations. Consent and opt-out records may be retained to document preferences and prevent unwanted messages. We use reasonable safeguards to protect information, but no system can guarantee absolute security.

Privacy requests
Contact us to request access to, correction of, or deletion of information, or to ask about applicable privacy rights. We may need to verify identity and retain records when required or permitted by law. Our website is intended for adults seeking insurance services and is not directed to children under 13.

Updates and contact
We may update this policy by posting a revised version and effective date. Material changes to SMS purposes require appropriate consent; a policy update does not create new messaging permission.

Marquez Advisory Group LLC
Email: marcos@marquezadvisory.com
Telephone: (702) 861-4832

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