Privacy Policy

Effective Date: June 30, 2026

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Forbes Financial Services & Benefits LLC respects your privacy and is committed to protecting the personal information you share with us.

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Information We Collect

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We may collect:

• Name

• Email address

• Phone number

• Company name

• Information submitted through contact forms

• Any information voluntarily provided by you

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We may also automatically collect:

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• IP address

• Browser type

• Device information

• Website usage data

• Cookies and analytics information

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How We Use Your Information

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We use your information to:

• Respond to inquiries

• Schedule consultations

• Provide requested information

• Improve our website and services

• Send educational resources or marketing communications (only when permitted by law)

• Comply with legal and regulatory requirements

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Cookies

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Our website may use cookies to improve functionality and analyze website traffic.

You may disable cookies through your browser settings; however, certain features of the website may not function properly.

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Information Sharing

We do not sell your personal information.

We may share information with trusted service providers who help us operate our website or provide services on our behalf. These providers are required to maintain the confidentiality of your information.

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We may also disclose information when required by law.

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Data Security

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We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no internet transmission or electronic storage method is completely secure.

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Your Rights

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Depending on your location, you may have the right to:

• Request access to your information

• Request corrections

• Request deletion where legally permitted

• Opt out of marketing communications

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Children's Privacy

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Our website is not intended for individuals under the age of 13, and we do not knowingly collect information from children.

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Changes

This Privacy Policy may be updated periodically. Any revisions will be posted on this page with an updated effective date.

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Contact

Questions regarding this Privacy Policy may be directed to Forbes Financial Services & Benefits LLC using the contact information listed on our website.