Privacy Policy & Terms of Service
Anthony Jacobs Financial, LLC
Effective Date: August 1, 2026
Last Updated: August 1, 2026
1. Introduction
Anthony Jacobs Financial, LLC ("Anthony Jacobs Financial," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through anthonyjacobsfinancial.com (the "Site"), how we use it, who we share it with, and the choices you have.
Because we operate in the financial services industry, we handle certain information that is treated as nonpublic personal information under federal law. Section 9 of this policy describes those additional protections.
By using this Site, submitting a form, requesting a download, or opting in to text messages, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use the Site.
2. Information We Collect
Information you provide to us
We collect information you voluntarily submit, including through our contact form, consultation requests, resource and guide downloads, and the agent login area. This may include:
-First and last name
-Email address
-Telephone or mobile number
-City, state, and ZIP code
-How you heard about us or the name of the person who referred you
-The contents of any message, question, or comment you send us
-Login credentials for authorized agents
-Any additional information you choose to share with us during a consultation, phone call, or email exchange
If you engage us for services, we may also collect financial and personal details necessary to evaluate strategies and prepare recommendations, such as income, assets, debts, insurance coverage, retirement account information, employment details, date of birth, beneficiary information, and, where required by an insurance carrier or financial institution, government identification numbers and health history.
Information collected automatically
When you visit the Site, certain information is collected automatically by our web server and by analytics and marketing tools, including:
-IP address and general geographic location
-Browser type, device type, and operating system
-Pages viewed, links clicked, files downloaded, and time spent on the Site
-The website or advertisement that referred you to us
-Date and time of your visit
Information from third parties
We may receive information about you from referral partners, marketing vendors, event registrations, insurance carriers, and publicly available sources, and we may combine that information with what we collect directly.
3. Cookies and Tracking Technologies
The Site uses cookies, pixels, tags, and similar technologies to operate the Site, remember your preferences, measure performance, and support our marketing. These may include first-party cookies set by our WordPress platform and third-party technologies such as web analytics providers, advertising platforms, embedded video players, embedded maps, and our online chat assistant.
Most browsers allow you to refuse or delete cookies through your browser settings. Disabling cookies may affect how portions of the Site function. Where required by law, we present a cookie notice or consent banner and honor the choices you make through it.
We do not currently respond to browser "Do Not Track" signals, as no common industry standard for those signals has been adopted. We do honor recognized opt out preference signals, such as Global Privacy Control, where state law requires it.
4. How We Use Your Information
We use the information we collect to:
-Respond to your inquiries and schedule consultations
-Deliver the guides, calculators, videos, and other resources you request
-Connect you with the licensed agent nearest to you
-Provide, administer, and service the financial and insurance products and strategies you select
-Submit applications and information to insurance carriers and financial institutions on your behalf
-Send appointment confirmations, reminders, service updates, and administrative notices
-Send newsletters, educational content, event invitations, and marketing communications, subject to your consent where required
-Operate, maintain, secure, and improve the Site
-Analyze traffic patterns and measure the effectiveness of our marketing
-Detect and prevent fraud, unauthorized access, and other misuse
-Comply with applicable laws, regulations, and recordkeeping obligations
5. Text Messaging and SMS Consent
If you check the SMS opt in box on one of our forms, you consent to receive text messages from Anthony Jacobs Financial, LLC, including appointment scheduling, appointment reminders, follow up instructions, and billing or account notifications. Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out and HELP for help.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service or messaging platform providers, is permitted. All other use case categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.
Consent to receive text messages is not a condition of purchasing any product or service.
6. How We Share Information
We do not sell your personal information, and we do not share it for cross context behavioral advertising in exchange for payment. We may disclose information in the following circumstances:
-Licensed agents and advisors affiliated with Anthony Jacobs Financial who are working with you or in your area
-Insurance carriers, financial institutions, and product providers, as needed to quote, apply for, issue, or service a product you have requested
-Service providers who perform functions on our behalf, such as website hosting, email and text message delivery, customer relationship management, scheduling, analytics, document storage, and IT support, each of which is contractually limited to using the information only for the services they provide to us
-Professional advisors, including attorneys, accountants, and auditors
-Regulators, law enforcement, or other parties when required by law, subpoena, court order, or to protect our rights, your safety, or the safety of others
-A successor entity in connection with a merger, acquisition, financing, or sale of business assets
7. Third Party Websites and Embedded Content
The Site contains links to and embedded content from third party websites, including social media platforms, video hosting services, mapping services, calculator tools, and external reference sites such as the U.S. National Debt Clock. Those third parties operate under their own privacy policies, and we are not responsible for their practices. We encourage you to review the privacy policy of any site you visit through a link from ours.
8. Data Security
We maintain physical, electronic, and procedural safeguards designed to protect your personal information against loss, misuse, unauthorized access, and disclosure. These include encrypted transmission of form data, access controls limiting agent and staff access to information they need, and secure hosting infrastructure.
No method of transmission over the internet or method of electronic storage is completely secure. While we work to protect your information, we cannot guarantee absolute security. Please do not send Social Security numbers, account numbers, or other highly sensitive information through the Site's contact forms or by unencrypted email.
9. Financial Privacy Notice
As a financial services firm, we are subject to the Gramm Leach Bliley Act and applicable state insurance privacy regulations. We collect nonpublic personal information about you from the applications and forms you complete, from your transactions with us and with carriers, and from consumer reporting agencies where authorized.
We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties except as permitted or required by law, or as necessary to process, service, or administer a product or transaction you have requested. We restrict access to this information to those who need it to provide products and services to you.
If you receive a separate carrier or firm privacy notice in connection with a specific product, that notice governs the information collected in connection with that product.
10. Data Retention
We retain personal information for as long as needed to fulfill the purposes described in this policy, to maintain client relationships, and to satisfy legal, regulatory, tax, and recordkeeping requirements applicable to financial and insurance records. Retention periods for client and policy records are often several years beyond the end of the relationship. When information is no longer needed, we securely delete or destroy it.
11. Your Privacy Rights and Choices
Marketing communications
You may unsubscribe from marketing emails at any time using the link in any email, reply STOP to any text message, or contact us using the information in Section 14. We will continue to send transactional and service related messages regarding products or accounts you hold with us.
State privacy rights
Depending on where you live, you may have the right to:
-Know what categories and specific pieces of personal information we have collected about you
-Request a copy of that information in a portable format
-Request correction of inaccurate personal information
-Request deletion of your personal information, subject to legal and regulatory retention obligations
-Opt out of the sale or sharing of personal information, and of targeted advertising
-Limit the use of sensitive personal information
-Appeal a denial of a rights request, where your state provides for an appeal
-Not be discriminated against for exercising these rights
Residents of California, Colorado, Connecticut, Virginia, Utah, and other states with comprehensive privacy laws may exercise these rights by contacting us using the information in Section 14. We will verify your identity before fulfilling a request and will respond within the timeframe required by applicable law. An authorized agent may submit a request on your behalf with proof of authorization.
Please note that information governed by the Gramm Leach Bliley Act is exempt from many state privacy law requirements, which may limit our ability to fulfill certain requests regarding client financial records.
Nevada residents
Nevada residents may submit a request directing us not to sell certain covered information by contacting us at the email address in Section 14.
12. Children's Privacy
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we do, we will revise the Last Updated date at the top of this page. Material changes will be highlighted on the Site. We encourage you to review this page periodically.
14. Contact Us
If you have questions about this Privacy Policy, wish to exercise a privacy right, or want to update your communication preferences, contact us at:
Anthony Jacobs Financial, LLC Matawan, NJ
Phone: (844) 448-2265
Email: [email protected]