Privacy Policy
Last Updated: June 12th, 2025
FreedomExit.com
Freedom Consultants
TIE BUCKLE Insurance Agency
and affiliated Strategic Partners
(“we,” “our,” or “us”) are committed to protecting your privacy and maintaining transparency about how your data is collected, used, stored, and protected. This Privacy Policy applies to all visitors, users, clients, and partners who interact with us through our website, forms, documents, automation systems, or third-party platforms such as GoHighLevel (GHL).
1. Information We Collect
We may collect the following types of personal and business information:
Contact Details: Name, email address, phone number, mailing address
Business Information: Company name, company website, business structure, revenue ranges
Confidential Documents: Financials, tax documents, valuations, insurance proposals, and proprietary SOPs
Insurance & Financial Planning Details: Product preferences, personal financial data, estate planning info
User Activity: Pages visited, form responses, communication history via GoHighLevel
E-signatures & Document Metadata: Timestamped acceptance of agreements and disclosures
2. How We Collect Information
We collect information through:
Our websites (FreedomExit.com and affiliated landing pages)
GoHighLevel forms, surveys, calendars, smart documents, and automations
Phone calls, emails, Zoom meetings, and in-person consultations
Partner and referral introductions (with your consent)
3. How We Use Your Information
We use your information for the following purposes:
To deliver consulting, insurance, and M&A advisory services
To prepare and deliver documents such as our Mutual Confidentiality & Engagement Disclosure Agreement
To track document status (e.g., e-signature completion) through GoHighLevel
To automate appointment reminders, onboarding workflows, and service follow-ups
To analyze and improve our business operations and services
To fulfill legal and compliance obligations (e.g., audit trails, tax records)
We may also use anonymized data for internal reporting or analytics.
4. Disclosure of Information
We do not sell your personal information.
We may share your information only under these circumstances:
With Your Consent: To vetted partners (e.g., CPAs, legal professionals, underwriters) when requested or approved by you.
Strategic Partners: For business continuity and support, partners may access relevant data through secure, permission-based portals.
Service Providers: Third parties like GoHighLevel, email systems, or cloud storage providers that help us operate securely and efficiently.
Legal Requirements: If required by law, subpoena, or court order.
5. Confidentiality Commitment
As outlined in our
Mutual Confidentiality & Engagement Disclosure Agreement:
All sensitive data you share will be treated as confidential and used only for evaluating or fulfilling our business relationship.
Confidential information will not be used for personal gain, disclosed to unauthorized parties, or shared outside of the intended business purpose.
6. Affiliate Compensation Transparency
We may receive affiliate or referral fees from third-party providers (e.g., software platforms, insurance carriers, consultants) if you choose to engage with them as part of your growth, exit, or planning strategy. These relationships do not influence our advice, and you are never required to use any specific provider.
This compensation structure is fully disclosed in your client agreement and onboarding documentation.
7. Data Storage and Protection
Your data is stored securely using encrypted platforms, including GoHighLevel, secure cloud storage, and password-protected devices. We employ:
SSL encryption on all web pages
Role-based access control to limit internal data visibility
Two-factor authentication (2FA) for internal systems
Automated backups and audit logs
8. Your Privacy Rights
Depending on your location, you may have rights including:
Access: Request a copy of the personal data we hold about you
Correction: Ask us to correct inaccurate or outdated information
Deletion: Request erasure of your personal data (subject to recordkeeping and legal obligations)
Opt-out: Unsubscribe from emails or request exclusion from partner referrals
California Residents
(CCPA): You have the right to know what personal information we collect, the sources, purposes, and categories of third parties with whom we share your information. You may also request deletion of your data, subject to business exceptions.
To exercise these rights, email:
9. Third-Party Services & Cookies
We use tools such as:
GoHighLevel – for automations, form processing, smart documents, and communication
Google Analytics – to improve site performance (cookies may be used)Email & SMS providers – to send service notifications and document requests
You may adjust your browser settings to block cookies or request a copy of the data we track.
10. Updates to This Policy
This policy may be updated periodically to reflect changes in law or our internal practices. You’ll be notified via email or website banner when updates occur. Continued use of our services after an update constitutes acceptance of the new terms.
11. Contact Information
If you have questions, concerns, or requests related to this Privacy Policy, please contact:
FreedomExit.com | Freedom Consultants | TIE BUCKLE Insurance Agency
Email: [email protected]
Website: