Our Promise

At Smart Financial First LLC, our promise is to put your financial protection first—every time. We are committed to serving you with integrity, transparency, and unwavering dedication. Our goal is to provide insurance solutions that not only meet your needs today but continue to support your long-term security and peace of mind. We promise to:

• Listen first, understanding your goals, concerns, and priorities.

• Provide honest guidance, free from pressure and centered on your best interests.

• Deliver personalized coverage, tailored to protect what matters most to you.

• Educate and empower, ensuring you feel confident and informed in every decision.

• Be here for you, offering dependable support through life’s changes and challenges.

Your trust is our foundation. Your protection is our mission.

That is the Smart Financial First promise.

Our Services

Personalized insurance solutions to protect your future.

Life Insurance

Coverage tailored to secure your loved ones’ future.

Health Insurance

Plans designed to keep you and your family healthy.

Retirement Plans

Smart strategies for a comfortable retirement.

Stay Protected

Get updates on tailored insurance solutions

SMS Privacy policy

SMS Privacy Policy

Smart Financial First LLC

Last Updated: [03/15/2025]

1. Information We Collect

When you opt in to receive SMS messages from Smart Financial First LLC, we may collect:

• Your mobile phone number

• Your name (if provided)

• Message content, delivery data, and interaction logs

• Any information voluntarily provided through SMS, our website, or forms

2. How We Use Your Information

Smart Financial First LLC uses SMS-related information to:

• Send updates, reminders, financial insights, promotions, and service-related messages

• Respond to questions and provide client support

• Improve our communication and customer experience

• Maintain compliance with financial, regulatory, and carrier requirements

3. How We Share Your Information

Smart Financial First LLC does not sell or rent your phone number or SMS information.

We only share your data with:

• Trusted SMS and communication service providers that help us deliver messages

• Legal or regulatory agencies if required by law (such as fraud prevention or compliance checks)

We never share your information with third parties for their own marketing.

4. Your SMS Consent

By opting in, you consent to receive SMS/text messages from Smart Financial First LLC.

• Message frequency varies based on your interactions

• Standard message and data rates may apply

• Consent is not a condition of purchasing any service

• You may opt in via web forms, keyword text, or written authorization

5. Opt-Out Instructions

You may revoke consent at any time:

• Text STOP to unsubscribe

• Text HELP for assistance

• Or contact us directly at the details below

After texting STOP, you will receive a confirmation message and will no longer receive marketing texts.

Transactional or legally required notices may still be sent when applicable.

6. Data Storage & Protection

Smart Financial First LLC uses industry-standard administrative, technical, and physical security measures to protect your SMS data.

Your information is retained only as long as necessary for business, legal, or regulatory purposes.

7. Children’s Privacy

We do not knowingly collect or send SMS messages to individuals under age 13.

8. Policy Updates

We may update this SMS Privacy Policy periodically. Updated versions will include a new “Last Updated” date. Continued use of our SMS services following changes indicates your acceptance of the updated policy.

9. Contact Us

For questions or privacy concerns, contact:

Smart Financial First LLC

📧 Email: Sales@smartfinancialfirst.com

📱 Phone: 623-255-6730

🏢 Address: 301 N Palm Canyon Drive, Suite 103-1065

Palm Springs, CA 92262