Contact Us:
Our Privacy Policy
Thank you for approving the Terms of Use for Evergreen Wealth LLC and confirming your
request for a Privacy Policy. Below is a tailored Privacy Policy for your website, designed to
cover data collection for optional user accounts (for accessing educational videos), the
client forum, and online store purchases via Stripe, while ensuring compliance with general
U.S. privacy laws (e.g., California Consumer Privacy Act (CCPA) for California residents)
across the 50 states where you operate. The policy is written to be clear, comprehensive,
and protective, aligning with the sensitive nature of your financial services (Wills, Trusts,
Life Insurance, Infinite Banking, Annuities, Long Term Care Insurance) and the features of
your website.
As with the Terms of Use, this is a starting point and should be reviewed by a licensed
attorney in Oregon to ensure full compliance with applicable state and federal laws,
especially given your multi-state operations and financial services
.
Privacy Policy
Last Updated: September 30, 2025
Evergreen Wealth LLC ("we," "us," or "our") is committed to protecting your privacy. This
Privacy Policy explains how we collect, use, disclose, and safeguard your personal
information when you visit our website, www.EvergreenWealthLLC.com (the
"Website"), including when you create an optional account to access educational videos,
participate in our client forum, or make purchases through our online store. By using the
Website, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information when you use the Website:
a. Personal Information
• Account Creation: If you choose to create an optional account to access educational
videos or the client forum, we may collect your name, email address, and other
information you provide during registration.
• Online Store Purchases: When you make purchases through our online store (e.g.,
books or other products), we may collect your name, billing address, shipping address,
email address, phone number, and payment information (processed securely through
Stripe).
•
⚫ Client Forum: If you participate in our client forum, we may collect any personal
information you voluntarily share in your posts or comments.
·
• Contact Us: If you contact us via email or other methods, we may collect your name,
email address, and any other information you provide.
b. Non-Personal Information
·
Usage Data: We may collect information about how you interact with the Website,
such as your IP address, browser type, device information, pages visited, and time
spent on the Website. This data is collected automatically through cookies, web
beacons, or similar technologies.
• Analytics: We may use third-party analytics tools to collect aggregated data about
Website usage to improve our Services.
2. How We Use Your Information
We use your personal information for the following purposes:
• To provide and maintain the Website and its features, such as processing your account
registration, granting access to educational videos, and facilitating client forum
participation.
• To process and fulfill online store purchases, including payment processing (via
Stripe), order confirmation, and shipping.
• To communicate with you, including responding to inquiries, sending order updates, or
notifying you about changes to our Website or policies.
• To moderate and manage user-generated content in the client forum to ensure
compliance with our Terms of Use.
• To improve our Website and Services by analyzing usage data and user feedback.
• To comply with legal obligations, such as responding to lawful requests or protecting
our rights.
• To send promotional communications about our services (e.g., Wills, Trusts, Life
Insurance, Infinite Banking, Annuities, Long Term Care Insurance) or products, if you
have opted in to receive such communications.
3. How We Share Your Information
We do not sell your personal information. We may share your information in the following
circumstances:
• Service Providers: We share information with third-party service providers, such as
·
Stripe for payment processing, to perform functions on our behalf. These providers are
bound by contractual obligations to protect your information and use it only for the
services they provide.
• Legal Compliance: We may disclose your information to comply with applicable laws,
regulations, or legal processes (e.g., subpoenas or court orders) or to protect our
rights, property, or safety, or that of our users.
• Business Transfers: If Evergreen Wealth LLC is involved in a merger, acquisition, or
sale of assets, your information may be transferred as part of that transaction, subject
to applicable laws.
• User-Generated Content: Any information you voluntarily post in the client forum may
be visible to other users and is not considered private.
4. Third-Party Services
• Stripe: Payments for online store purchases are processed by Stripe, a third-party
payment processor. Stripe's collection and use of your payment information are
governed by its own Privacy Policy. We do not store your full payment card information
on our servers.
• Other Third Parties: If we add other third-party services (e.g., analytics or social
media plugins), their privacy practices will be governed by their respective policies,
and we will update this Privacy Policy as needed.
5. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience, analyze Website
usage, and personalize content. You can manage your cookie preferences through your
browser settings. Note that disabling cookies may affect the functionality of the Website.
6. Your Privacy Rights
Depending on your location (e.g., California under the CCPA), you may have certain rights
regarding your personal information, including:
• Access: Request a copy of the personal information we hold about you.
·
·
Deletion: Request the deletion of your personal information, subject to certain
exceptions (e.g., legal obligations).
• Opt-Out: Opt out of promotional communications by following the unsubscribe
instructions in our emails or contacting us.
·
• Non-Discrimination: We will not discriminate against you for exercising your privacy
rights.
To exercise these rights, please contact us at Contact@Evergreen Wealth LLC.com. We may
require verification of your identity before processing your request.
7. California Residents (CCPA)
If you are a California resident, you have additional rights under the California Consumer
Privacy Act (CCPA), including:
• The right to know what personal information we collect, use, or disclose about you.
• The right to request deletion of your personal information.
• The right to opt out of the sale of your personal information (note: we do not sell
personal information).
To make a CCPA request, contact us at Contact@Evergreen WealthLLC.com. We will
respond within the timeframes required by law.
8. Data Security
We implement reasonable technical and organizational measures to protect your personal
information from unauthorized access, use, or disclosure. However, no online system is
completely secure, and we cannot guarantee the absolute security of your information.
9. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes
outlined in this Privacy Policy, including to provide Services, comply with legal obligations,
or resolve disputes. For example, we retain account information as long as your account is
active and purchase information as required for financial records.
10. Children's Privacy
The Website is not intended for children under 18 years of age. We do not knowingly collect
personal information from individuals under 18. If we become aware that a child under 18
has provided personal information, we will take steps to delete it.
11. International Users
The Website is operated from the United States and is governed by U.S. law. If you access
the Website from outside the U.S., your information may be transferred to and processed in
the U.S., where data protection laws may differ from those in your country. By using the
Website, you consent to this transfer and processing.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of material changes
by posting the updated policy on the Website with a new "Last Updated" date. Your
continued use of the Website after such changes constitutes your acceptance of the
revised policy.
13. Contact Us
This is if you have questions or concerns about this Privacy Policy or our privacy practices, please
contact us at:
• Email: [email protected]
·
• Address: 1271 NE Highway 99W #127, McMinnville, OR 97128
© Copyright 2025. Evergreen Wealth LLC.
All rights reserved.