Inheritguard Partners LLC:

FACTS

WHAT DOES INHERITGUARD PARTNERS LLC

DO WITH YOUR PERSONAL INFORMATION

WHY?

Educational companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

WHAT?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Name, Date of Birth, and other identifiers

• Address, e-mail address and phone number

• Educational background and preferences

• Payment information for our services

• Device information such as device model, IP address, MAC address, and other identifiers

When you are no longer our customer, we continue to share your information as described in this notice.

HOW?

All educational companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons educational companies can share their clients' personal information; the reasons Inheritguard Partners LLC chooses to share, and whether you can limit this sharing.

Reasons we can share your personal information | Does Inheritguard Partners LLC share? | Can you limit this sharing?

For our everyday business purposes - such as to process your transactions, maintain your account(s), and respond to court orders and legal investigations | Yes | No

For our marketing purposes - to offer our products and services to you and request your opinions about us | Yes | No

For joint marketing with other educational companies | Yes | No

For our service provider's everyday business purposes - information about your transactions and experiences | Yes | No

For our service provider(s) to market to you* | No | We don't share

For non-service provider(s) and related companies to market to you* | No | We don't share

TO LIMIT OUR SHARING

*We will share your Personal Information with service providers and non-service providers for this purpose when you give us your consent. You may limit our sharing by declining consent when asked to do so.

QUESTIONS?

Call 855-922-4954 or go to inheritguardpartners.com

Who we are

Who is providing this notice?

Inheritguard Partners LLC

What we do

How does Inheritguard Partners LLC protect my personal information?

We take precautions to safeguard your personal information from loss, theft, and misuse, as well as unauthorized access, disclosure, alteration, and destruction. These precautions include technical, physical, and managerial procedures. We use Secure Sockets Layer (SSL) encryption on all pages where personal information is collected. We retain personal information only for the time necessary and reasonable to fulfill the account purpose, unless a longer retention period is required or permitted by law.

How does Inheritguard Partners LLC collect my personal information?

We collect your personal information, for example, when you:

• provide account-opening information or survey feedback

• register for our educational services

• provide us payment information for our services

We may supplement this information with information available from other sources, such as public databases, data aggregators, and other commercially available sources.

Why can't I limit all sharing?

Federal law gives you the right to limit only:

• sharing for affiliates' everyday business purposes - information about your personal information

• affiliates from using your information to market to you

• sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Definitions

Affiliates

Companies related by common ownership or control. They can be educational and non-educational companies.

Non-affiliates and related companies

Companies not related by common ownership or control. They can be educational and non-educational companies.

Joint marketing

A formal agreement between nonaffiliated companies that together market products or services to you:

• Our joint marketing partners include other educational service providers

Other important information

Depending on where you live, you may have additional privacy protections under some state laws. We will comply with applicable state laws before sharing nonpublic personal information about you. We may do this by sending a separate notice of those rights to you.

California Residents - In accordance with California law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example, with your consent or to service your account. We will limit sharing among our companies to the extent required by California law.

Nevada Residents - We are providing you this notice under state law. You may be placed on our internal Do Not Call List by contacting us at 855-922-4954. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: 702.486.3132; email: [email protected] or Inheritguard Partners LLC, 923 Haddonfield Rd, Cherry Hill NJ 08002, Phone number: 855-922-4954.

Vermont Residents - In accordance with Vermont law, we will not share information we collect about you with companies outside of our corporate family, except as permitted by law, including, for example with your consent or to service your account. We will not share information about your personal information within our corporate family except with your authorization or consent, but we may share information about our transactions or experiences with you within our corporate family without your consent.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process the data, and whether we can achieve those purposes through other means.

Children's Privacy

Our services are not directed to children under the age of 13. If you are under 13, please do not provide any personal information to us. If we become aware that we have collected personal data from a child under the age of 13 without parental consent, we will take steps to delete that information as soon as possible. If you believe we might have any information from or about a child under 13, please contact us.

International Data Transfers

If you are accessing our services from outside the United States, be aware that your information may be transferred to, stored, and processed in the United States where our servers are located. By using our services, you consent to the transfer of your information to the United States and its processing in the United States in accordance with this Privacy Policy.

Data Breach Notification

In the event of a data breach that compromises your personal information, we will notify you and the relevant authorities as required by applicable law. This notification will be done without undue delay and will include information about the nature of the breach and recommended steps to mitigate potential negative effects.

Updates to Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible. If we make material changes to this Privacy Policy, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.

Educational Data Collection

In addition to personal information, we may collect educational data such as course enrollments, progress reports, test scores, and learning preferences. This data is used to provide and improve our educational services, personalize your learning experience, and analyze overall educational trends.

Use of Cookies and Similar Technologies

Our website uses cookies and similar tracking technologies to track user activity and hold certain information. Cookies are files with small amount of data which may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

Social Media Features

Our service may include social media features, such as the Facebook Like button, and widgets, such as the Share This button. These features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our site. Your interactions with these features are governed by the privacy policy of the company providing them.

User Rights

You have the right to access, correct, or delete your personal information that we hold. You may also have the right to restrict or object to certain processing of your data. To exercise these rights, please contact us using the information provided at the end of this policy.

Consent Withdrawal

Where we rely on your consent to process your personal data, you have the right to withdraw or decline your consent at any time. Please note that this does not affect the lawfulness of the processing based on consent before its withdrawal.

Our Do Not Call Policy

In accordance with the Telephone Consumer Protection Act, we do not make calls to any residential or wireless telephone using an automatic telephone dialing system or an artificial or prerecorded voice unless you have provided express written consent along with the phone number to be called, or unless the law allows otherwise. Consumers who ask not to receive telephone solicitations from us will be placed on our Do Not Call list.

Your Do Not Call request will be honored for five years from the time the request is made. To be put on our Do Not Call list, contact us at 855-922-4954.

Inheritguard Partners LLC

923 Haddonfield Rd, Cherry Hill NJ 08002

Phone: 855-922-4954

Website: inheritguardpartners.com

Our Global Out Reach:

United States (50 States)

Towne Place at Garden State Park

923 Haddonfield Rd STE 300, Cherry Hill New Jersey 08003

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Client & Member Support: (855) 335-1060

Site: http://www.inheritguardpartners.com

Copyright InheritGuard Partners 2025. All rights reserved