Privacy Policy
The Wealth Changer
Effective date: October 29, 2026
The Wealth Changer ("we," "us," "our") is a licensed life insurance and annuity agency based in Brooklyn, New York. Jason Bamby is a licensed life insurance and annuity broker. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to www.thewealthchanger.com, our forms, and our phone, email, and text communications.
Information we collect
• Information you give us: name, email, phone number, and anything you include in a message or form.
• Information needed to help with insurance or annuities: such as date of birth, address, health or lifestyle details, beneficiary information, and income or financial details relevant to a policy application. We only ask for this when it's needed to quote, apply for, or service a policy.
• Website data: basic technical information like browser type, device, pages visited, and cookies used to keep the site working and understand traffic.
How we use your information
• To answer your questions and schedule appointments
• To provide quotes, help you apply for coverage, and service existing policies
• To send appointment reminders, policy review notices, and service updates
• To meet legal, licensing, and regulatory requirements
• To improve our website and services
How we share information
We do not sell your personal information. We share it only when needed to serve you:
• Insurance carriers and our agency partners to quote, underwrite, issue, and service your policy
• Service providers who help us run our business (for example, phone, email, scheduling, and website hosting), only as needed to perform services for us
• When required by law or to protect rights, safety, or prevent fraud
SMS / Text messaging
If you opt in, we may text you about appointments, policy reviews, service updates, and trainings (for agents).
• Message frequency: up to 15 messages per month. Message and data rates may apply.
• Reply STOP to opt out at any time. You'll get one confirmation message and no further texts.
• Reply HELP for help, or call (718) 989-1476.
• Consent to receive texts is not a condition of any purchase.
• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with or sold to any third parties.
• Carriers are not liable for delayed or undelivered messages.
How we protect your information
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, but we work to keep your data safe and limit access to people who need it.
How long we keep information
We keep information as long as needed to serve you and as required by insurance and record-keeping laws.
Your choices
• Opt out of texts by replying STOP, and of emails by using the unsubscribe link or contacting us.
• Ask to see, correct, or delete your information (subject to legal record-keeping requirements) by contacting us.
Cookies
Our site may use cookies and similar tools. You can control cookies through your browser settings.
Children
Our website is not directed to children under 13, and we do not knowingly collect their information online.
Changes to this policy
We may update this policy. The new version will be posted on this page with an updated effective date.
Contact us
The Wealth Changer
157 13th St., Brooklyn, NY 11215
Phone: (718) 989-1476
Email: thewealthchanger@gmail.com
Website: www.thewealthchanger.com
