PRIVACY POLICY

Effective Date: July 24, 2026

At Advisors Point, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information you provide through our website and communications.

Information We Collect

We may collect information including:

  • Name
  • Email address
  • Phone number
  • Company name
  • State(s) of licensure
  • Information submitted through contact forms
  • Information provided during onboarding or contracting
  • Website usage information collected through cookies and analytics

How We Use Your Information

We use your information to:

  • Respond to inquiries
  • Provide information regarding our services
  • Assist with agent onboarding and contracting
  • Send updates regarding workshops, training, events, and business opportunities
  • Communicate regarding existing business relationships
  • Improve our website and services

SMS Communications

If you provide your mobile phone number and consent to receive text messages, Advisors Point may send SMS messages regarding:

  • Appointment reminders
  • Event confirmations
  • Training notifications
  • Contracting updates
  • Business communications related to your relationship with Advisors Point

Message frequency varies.

Message and data rates may apply.

You may opt out at any time by replying STOP.

Reply HELP for assistance.

Sharing of Information

Advisors Point does not sell, rent, or share your personal information with third parties for their marketing purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information may be shared only with service providers that assist us in operating our business and only as necessary to provide requested services.

Cookies

Our website may use cookies and analytics tools to improve user experience and website performance.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information.

Your Rights

You may request access to or correction of your personal information by contacting us.

Contact

Questions regarding this Privacy Policy may be directed to:

Advisors Point

Email: info@advisorspoint.com

Phone: 281-210-0054

 

Contact Us

By providing your mobile number, you agree to receive SMS communications from Advisors Point related to your existing business relationship, appointments, contracting, training, and events. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. View our Privacy Policy and Terms & Conditions.

 

Let's talk

 

281-210-0054

 

We are financial advisor consultants specializing in practice improvement and growth. Independent agents across the country partner with us on best practices that include lead generation, marketing, branding and strategic case design. We are independent, passionately driven, and focused on only one thing:  your success.

Main Office

2170 Buckthorne, Suite 165
The Woodlands, Texas 77380
Phone 281-210-0054
Fax 281-882-3574

 

Privacy Policy Terms & Conditions

COVID-READY

WE ARE COVID-READY

Advisors Point is operating at full capacity while following the health guidelines of local and national authorities. All our employees are healthy, and so is our business! More significant than changes in our own company operations, are our innovative solutions to help advisors with new and profitable ways to maintain their practices during this challenging time.  We have shifted our events and personal meetings to virtual, online sessions.  We’re helping advisors do the same with their workshops, classes, and face-to-face meetings.  If you would like more detailed information about this, please ask your AP consultant.