Legal
PRIVACY
POLICY.
This Privacy Policy explains how Visionaries collects, uses, and protects your personal information when you interact with our website and onboarding forms.
Last Updated: March 12, 2026
1. Information We Collect
We may collect personal information you provide directly to us, including your name, email address, phone number, state, licensing status, referral details, and any other information submitted through onboarding or contact forms.
2. How We Use Information
We use collected information to evaluate applications, communicate with prospective agents, provide support, improve our services, and maintain internal records.
3. Information Sharing
We do not sell your personal information. We may share information with trusted service providers that support our operations, subject to confidentiality and applicable law.
4. Data Retention
We retain personal information as needed for legitimate business purposes, legal compliance, dispute resolution, and enforcement of agreements.
5. Data Security
We implement reasonable administrative and technical safeguards designed to protect personal information. No method of transmission or storage is guaranteed to be completely secure.
6. Your Choices
You may request updates or deletion of your personal information by contacting us. We may retain certain data where required by law or legitimate business need.
7. Contact
For privacy questions, contact us at jp@thevisionarywealthgroup.com or (810) 728-9896.
8. Related Pages
See our Terms of Service, visit the Contact page, or return to the Home page.