Privacy Policy

Welcome! Our mission is to help business owners, investors, and high-income earners make smarter decisions through our podcast, videos, and education around IBC and tax-efficient planning.

Our relationship with you matters. Any time you read, watch, or reply to us, our goal is that you leave with something practical you can use.

We love feedback, testimonials, reviews, comments on our site or social channels, because it helps us improve your experience.

We Value Your Privacy

We respect your privacy and work to provide a safe, secure experience. This Privacy Policy explains what we collect, how we use it, how we protect it, and your choices. By using our website or engaging with our emails, you consent to this Policy.

What We Collect

When you visit our website or interact with us, you may provide two types of information:

Personal information you knowingly provide (for example):

Name

Email address

Phone number (optional)

Company/website (optional)

Message content if you email/reply to us

Call booking details if you schedule with us

Information collected automatically in aggregate as you browse:

Device/usage data (pages viewed, clicks, timestamps)

Email engagement (opens/clicks)

Basic analytics from our email, calendar, and site tools

If you correspond with us, we may retain messages and our responses. We apply the same safeguards to electronic communications that we use for all personal information.

If you do not agree with the way we collect and process information, please do not use our website or emails.

How We Use Your Information

To send educational content (podcast, videos, IBC/tax-efficiency insights)

To provide booking links and manage consultations you request

To share product/service updates and relevant offers

To respond to questions and support requests

To analyze, improve, and personalize our content and services

Sharing & Service Providers

We do not sell your personal information. We may share limited data with trusted service providers who help us operate (email platforms, calendar/booking tools, analytics, CRM). They are required to safeguard your data and use it only to provide contracted services.

Your Choices & Rights

Unsubscribe anytime using the link at the bottom of our emails.

Access/Correct/Delete: Email us at [privacy@yourdomain.com] to request access, correction, or deletion of your personal information. We’ll respond within a reasonable time and as required by law.

Cookie/Tracking Controls: Use your browser settings to manage cookies and tracking.

Data Security & Retention

We use reasonable administrative, technical, and physical safeguards to protect your information. We retain data only as long as needed for the purposes in this Policy, to comply with legal obligations, or as otherwise permitted by law.

International Notices

Depending on your location, you may have additional rights (e.g., access, deletion, restriction, portability). Where applicable, we rely on consent and/or legitimate interests to process your data for marketing and analytics.

Educational & Earnings Disclaimers

Our content is for educational purposes only and is not tax, legal, investment, or insurance advice. Consult your own professional advisors. Any case studies or results are examples; outcomes vary based on individual circumstances, effort, and market conditions. We make no guarantees of results, income, or performance.

Affiliate/Compensation Disclosure

At times, we may recommend products or services and receive compensation. We do so in good faith and will never recommend something we don’t use or trust.

Updates

We may update this Policy periodically. The latest version will always be available at [Privacy URL]. Last updated: [Month Day, Year].

Contact

Thomas Cox

thomas@thomascox.co