Privacy Policy

Overview

Owning Differently™ is a wealth planning strategy specifically designed for business owners and created by Owner Advisory Group, Inc. (“Owner Advisory Group, Inc.,” “we,” “us,” or “our”).

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit Owning Differently websites, submit information through our forms, request access, or otherwise interact with us online.

Information We Collect

Information you provide. When you submit a form, request information, schedule a conversation, or request access to the platform, we may collect information such as your name, email address, phone number, firm or practice name, professional role, and any other information you choose to provide.

We may use this information to verify or understand your professional role, respond to your inquiry, provide requested access, and communicate with you about Owning Differently.

Automatically collected information. When you visit our websites, we may automatically collect limited technical and usage information, such as:

• IP address
• browser and device type
• pages viewed
• referring website
• date and time of visits
• interactions with buttons, forms, or videos
• campaign attribution information such as UTM parameters

This information helps us understand how visitors use the site, improve the experience, measure campaign performance, and protect against misuse.

How We Use Information

We may use information we collect to:

• Respond to inquiries and requests
• Confirm or understand your advisor or professional status
• Set up and support platform access
• Provide information about the Owning Differently Platform, The PAID Architecture™, educational resources, and related services
• Communicate with you about Owning Differently
• Operate, maintain, and improve our websites and technology
• Measure website and campaign performance
• Analyze usage and engagement
• Prevent fraud, misuse, or security incidents
• Comply with legal and regulatory obligations

How We Share Information

We do not sell your personal information for monetary consideration.

We may share information with service providers that assist us in operating our business, including providers of:

• Website hosting and infrastructure
• Form processing
• Customer relationship management
• Email and communications
• Analytics
• Advertising and campaign measurement
• Scheduling
• Internal notification and workflow tools
• Security and technical support

These providers receive information only as reasonably necessary to perform services on our behalf.

We may also disclose information when required by law, regulation, court order, or other legal process, or when reasonably necessary to protect our rights, users, business, or the security of our systems.

Cookies, Analytics, and Advertising Technologies

Our websites may use cookies, pixels, tags, and similar technologies to understand website usage, remember campaign attribution, measure engagement, and evaluate the effectiveness of marketing activities.

Depending on the tools we have configured, these technologies may be provided by analytics or advertising platforms such as Google, LinkedIn, Meta, or similar service providers.

You may be able to control or limit cookies through your browser settings or other privacy controls available on your device.

Disabling certain technologies may affect some website functionality.

Data Retention

We retain personal information for as long as reasonably necessary to:

• Respond to your request
• Provide and support platform or account access
• Maintain appropriate business records
• Fulfill the purposes described in this policy
• Meet legal, regulatory, accounting, or security requirements

Retention periods may vary depending on the type of information and the reason it was collected.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no internet transmission or electronic storage method is completely secure, and we cannot guarantee absolute security.

Your Choices

You may contact us to request that we:

• Update or correct information you have provided
• Delete information where appropriate
• Stop sending you marketing communications
• Provide information about the personal information we maintain about you, where required by applicable law

You may unsubscribe from marketing emails at any time using the unsubscribe link contained in the message.

Certain state privacy laws may provide additional rights depending on where you reside and how those laws apply to our business.

Third-Party Websites and Services

Our websites may contain links to third-party websites, applications, or services.

We are not responsible for the privacy practices, content, or security of third-party services. We encourage you to review the privacy policies of those providers before providing personal information.

Children’s Privacy

Owning Differently websites and services are intended for adults and business professionals.

We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or services.

When we make changes, we will update the “Last updated” date at the top of this page.

Changes become effective when the revised policy is posted unless otherwise stated.

Contact

If you have questions about this Privacy Policy or the information we maintain about you, please contact Owner Advisory Group, Inc. through the existing Owning Differently contact page.