Privacy Policy

NxtGen Equity ("Company," "we," "us," or "our") respects your privacy and is committed to protecting it through this Privacy Policy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage with our advertisements, complete forms, or communicate with us by phone, text, email, or other electronic means.

By accessing or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Age or date of birth

  • Financial or insurance-related information necessary to provide services

  • Any other information you submit through forms, surveys, or communications

We may also automatically collect certain information when you interact with our website or ads, including:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent

  • Referring URLs

2. How We Use Your Information

We use the information we collect to:

  • Contact you regarding insurance, financial education, or related services

  • Schedule consultations or appointments

  • Provide retirement, insurance, or financial strategy information

  • Respond to inquiries and customer service requests

  • Improve our marketing, advertising, and services

  • Comply with legal and regulatory obligations

3. Communications Consent

By providing your contact information, you expressly consent to be contacted by NxtGen Equity via:

  • Telephone calls (manual dialing only)

  • Text messages (SMS)

  • Emails

  • Other electronic communications

Communications may be for informational, marketing, or service-related purposes. Message and data rates may apply. Consent is not a condition of purchase. You may opt out of communications at any time by replying STOP to text messages or contacting us directly.

4. Sharing of Information

We do not sell your personal information.

NxtGen Equity operates as an independent brand and is powered by First Financial Security, an insurance brokerage headquartered in the state of Georgia. In connection with providing insurance and financial services, we may share your information with:

  • First Financial Security and its affiliated licensed insurance agents, as necessary to service your request

  • Licensed insurance agents or financial professionals affiliated with NxtGen Equity

  • Service providers who assist us with business operations (CRM systems, email platforms, marketing tools)

  • Regulatory or legal authorities when required by law

All third parties are required to maintain the confidentiality and security of your information.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

Our website may use cookies, pixels, or similar tracking technologies to improve user experience and analyze marketing performance. You may disable cookies through your browser settings, though some features may not function properly.

7. Your Privacy Rights

Depending on your state of residence (including California), you may have the right to:

  • Request access to your personal information

  • Request correction or deletion of your information

  • Opt out of certain data uses

To exercise your rights, contact us using the information below.

8. Children’s Information

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

9. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

10. Contact Information

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

NxtGen Equity
Email: hello@nxtgenequity.com
Phone: 714-494-9313

By using our website or services, you acknowledge that you have read and understood this Privacy Policy.