Privacy Policy and Material Non-Public Information Policy

1. PRIVACY POLICY STATEMENT. All non-public information collected by Generational Wealth Partners, to include, but not limited to: names, addresses, phone numbers, social security numbers, financial records, employment, account balances, and transactions; will be used for the sole purpose of providing Insurance Consulting to the client from whom the information was collected. Disclosure of this information will be limited to agents and/or administrative personnel of Generational Wealth Partners, LLC unless authorized by the client from whom the non-public information was collected. All information, both physical and digital, will be fully protected as required by law.

2. PERSONAL INFORMATION DISCLOSURE. Any persons other than agents and administrative personnel of Generational Wealth Partners, LLC who have access to nonpublic information will only be granted access upon receiving consent from the client from whom the information was collected. Occasionally, third-party administrators or service providers may require this information. Generational Wealth Partners, LLC will satisfy and comply with any legal, regulatory, or governmental requirements. Generational Wealth Partners, LLC will also fully cooperate with law enforcement personnel as applicable and according to federal and state law. If Generational Wealth Partners becomes involved in a merger, acquisition, or any form of sale of some or all of its assets, we will ensure the confidentiality of any personal information involved in such transactions and provide notice to you before personal information is transferred and becomes subject to a different privacy policy.