Privacy Policy

Effective Date: 2026 March 7th

NeoPenn Life Strategies LLC ("NeoPenn," "Company," "we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or interact with our services.

By using our website or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you:

  • Complete contact forms

  • Request financial information or consultations

  • Register for events or webinars

  • Apply for financial services or insurance products

  • Participate in business opportunities or training programs

  • Subscribe to newsletters or communications

The information collected may include:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Financial planning interests

  • Professional information

  • Other information voluntarily provided

We may also collect certain technical and usage data automatically, including:

  • IP address

  • Browser type

  • Device information

  • Website activity and interaction data

  • Cookies and tracking technologies

2. How We Use Your Information

We use the information we collect for purposes including:

  • Responding to inquiries and service requests

  • Providing financial education and consultation

  • Facilitating insurance and financial service inquiries

  • Connecting users with licensed professionals or partner organizations

  • Delivering newsletters, marketing communications, and updates

  • Improving website functionality and user experience

  • Supporting recruitment and business opportunity inquiries

  • Complying with legal and regulatory obligations

3. Communications and Messaging

By providing your contact information through our website, you may receive communications from NeoPenn Life Strategies LLC.

These communications may include:

  • Phone calls

  • Emails

  • Text messages

  • Informational and marketing

  • Communications

  • Reminders and service updates

Some communications may be sent using automated technologies where permitted by law.

Message frequency may vary. Message and data rates may apply.

You may opt out of receiving marketing communications at any time by following unsubscribe instructions or replying STOP to SMS messages.

4. SMS and Mobile Messaging Privacy

NeoPenn Life Strategies LLC respects your privacy regarding mobile messaging.

Mobile information collected through SMS consent will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing purposes.

Your phone number will only be used to communicate with you regarding services you have requested or consented to receive.

5. Sharing of Information

We may share your information with trusted third parties when necessary to provide services, including:

  • Licensed insurance agents and financial professionals

  • Insurance carriers and financial service providers

  • Technology service providers and marketing platforms

  • Business partners and affiliate platforms

  • Compliance, regulatory, or legal authorities when required

We do not sell personal information to third parties.

6. Affiliate Websites and Partner Platforms

NeoPenn Life Strategies LLC may operate multiple affiliate websites, educational portals, marketing pages, and partner platforms.

Information collected through these affiliated websites may be shared within the NeoPenn network to support service delivery, communication, and business operations.

Each affiliated platform may also maintain its own privacy practices.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

  • Enhance website functionality

  • Analyze traffic and usage patterns

  • Improve user experience

  • Support marketing and communication services

Users may modify browser settings to refuse cookies, although certain website features may not function properly if cookies are disabled.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse.

While we strive to protect your data, no internet transmission or storage system can be guaranteed to be completely secure.

9. Third Party Links

Our website may contain links to third party websites or services.

NeoPenn Life Strategies LLC is not responsible for the privacy practices, policies, or content of third party websites. Users should review the privacy policies of those websites independently.

10. Data Retention

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

  • Fulfill the purposes described in this policy

  • Comply with legal and regulatory obligations

  • Support business operations and service delivery

11. Children's Privacy

Our services and website are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

12. Updates to This Privacy Policy

NeoPenn Life Strategies LLC reserves the right to update this Privacy Policy at any time.

Updates will be posted on this page with an updated effective date.

Continued use of our website after updates indicates acceptance of the revised policy.

13. Contact Information

If you have questions about this Privacy Policy or our data practices, you may contact us at:

NeoPenn Life Strategies LLC

Email: [email protected]

(610) 745-5995

Phone Number

NARBERTH PA 19072

Location

E-mail Address

NeoPenn Life Strategies LLC

© Copyright | NeoPenn Life Strategies LLC 2026. All Rights Reserved.