Privacy Policy

1. Introduction

Roth Right (“we,” “us,” “our”) respects your privacy and is committed to protecting personal information collected through the Advisor Program site. This policy explains what data we collect, how it’s used, and your rights.

2. Information We Collect

Contact information: Name, email, phone, firm name, years of experience, licensing scope.Usage data: IP address, browser type, session duration, pages visited.Consent preferences: Marketing and transactional opt‑ins for SMS/email.

3. How We Use Personal Data

To deliver the advisor guide and related program materials.To communicate transactional (appointment confirmations, order status) and promotional updates.To refine and personalize our services and marketing effectiveness.To maintain legal compliance and internal record‑keeping.

4. Lawful Basis for Processing

Consent: for marketing communications.Performance of contract: to fulfill service requests (download guide, access materials).Legitimate interest: analytics, fraud prevention, operational improvement, unless overridden by your rights.

5. Data Sharing

We may share data with:

Service providers (email/SMS platforms, analytics tools) bound by confidentiality.Legal authorities if required.We will never sell or rent your personal information.

6. Cookies & Tracking

We use cookies and similar technologies to operate the site, analyze usage, offer personalized content, and measure marketing campaign performance. You may disable cookies via your browser, but some functionality may be affected.

7. International Transfers

If data is transferred outside your country, we ensure appropriate safeguards (e.g., standard contractual clauses, partner compliance with EU Privacy Shield frameworks where applicable).

8. Data Retention & Security

We retain personal data only as long as necessary. We implement physical, technical, and administrative security to protect your data.

9. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, delete, restrict processing, object to processing, and request data portability. To exercise these rights, contact us at

[email protected]

.

10. Children’s Privacy

This site is for professionals and not intended for individuals under 16. We do not knowingly collect data from minors.

11. Changes to this Policy

We may update this policy periodically; the effective date will be stated at the top. Major changes will be communicated via email.

12. Contact Us

Questions or concerns? Reach us at:

Roth Right, LLC

Email:

[email protected]

Phone: (123)‑456‑7891

Effective Date:

June 19, 2025