Last Updated: 11.05.2025
Legal Name: Everlasting Wealth, LLC
Address: 120 Vantis Dr #300, Aliso Viejo, CA 92656
Email: [email protected]
Phone: 855-403-1298
Overview
Everlasting Wealth, LLC (“Everlasting Wealth,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, share, and protect your data when you use our websites, educational content, or investment-related services (collectively, the “Services”).
By using our Services, you agree to this Privacy Policy. If you do not agree, please discontinue use immediately.
Information We Collect
A. Information You Provide
We collect information you directly provide, such as:
- Name, phone number, and email address
- Mailing/billing/shipping address
- Payment information (wire, check, ACH, or card)
- Identification details (for AML/KYC verification, if required)
- IRA custodian or depository information (for retirement transfers)
- Recordings, transcripts, or chat logs from customer service or AI-assisted communications
- Any other information you voluntarily submit through forms, chat, or calls
Information Collected Automatically
When you visit our site, we automatically collect:
- IP address and general location (city/state)
- Browser type, version, and device type
- Pages visited, time on site, and referring URLs
- Cookie identifiers and online activity data
This helps us improve functionality, detect issues, and personalize experiences.
Information from Third Parties
We may receive limited data from:
- IRA custodians, trustees, or depositories assisting with your transactions
- Advertising or analytics partners (e.g., Google, Meta)
- Compliance partners for fraud, AML, and KYC verification
- Affiliate or referral sources where you have given consent
How We Use Information
We use your data to:
- Provide services – process orders, fulfill shipments, and manage accounts.
- Communicate – send confirmations, educational materials, or updates.
- AI-assisted interactions – use live representatives and AI-powered calling, texting, and chat systems to deliver information, education, and customer support.
- Marketing – provide special offers, webinars, and newsletters (you may opt out anytime).
- Compliance & security – verify identity, prevent fraud, and meet AML/KYC obligations.
- Analytics – improve our site and advertising effectiveness.
We do not sell your personal information.
AI-Assisted Communication
We may use automated, recorded, or AI-powered systems to contact you by call, text, or email. By providing your contact information and consent (where required), you acknowledge that:
- These systems may simulate natural conversation using artificial intelligence.
- Calls or messages may be monitored or recorded for training, quality, or compliance.
- Message frequency varies; message and data rates may apply.
- You can opt out at any time by replying STOP to a text, saying “Stop” during a call, or emailing [email protected].
Consent to receive AI or automated communications is not required to make a purchase.
Legal Basis for Processing (GDPR Users)
For users in the EEA or UK, we process data under these legal bases:
- Performance of a contract (fulfilling your orders or IRA facilitation)
- Legal obligations (tax, AML/KYC compliance)
- Legitimate interests (marketing, fraud prevention, and analytics)
- Consent (AI communications, marketing emails, cookies)
Cookies & Tracking
A. How We Use Cookies
We use cookies and similar technologies to:
- Operate the site and enable essential functionality
- Analyze traffic and site usage
- Personalize content and ads
- Measure marketing performance
CookieYes Consent Management
We use CookieYes to manage cookie consent and opt-out preferences.
- When you first visit our site, CookieYes displays a consent banner allowing you to accept, reject, or customize cookies.
- CookieYes stores your consent choices and ensures we respect them across sessions.
- You can update or withdraw consent at any time by clicking the “Cookie Settings” link in our footer.
Do Not Track (DNT)
Our website honors browser “Do Not Track” signals. When you enable DNT in your browser, we automatically disable non-essential cookies and tracking scripts through our CookieYes configuration.
Sharing Information
We do not sell your personal data. We may share information only with:
- Vetted service providers (hosting, shipping, payments, analytics, AI communication tools)
- IRA custodians and depositories (for authorized transactions)
- Legal authorities, when required by law or regulation
All third parties are contractually bound to confidentiality and lawful data processing.
Data Security
We protect your data through encryption, secure servers, multi-factor access, and limited employee access.
However, no system is completely secure; please use caution when transmitting information.
Data Retention
We retain information only as long as necessary to:
- Fulfill legal or regulatory obligations
- Complete transactions or account activity
- Resolve disputes or maintain business records
Data is securely deleted or anonymized when no longer required.
Children’s Privacy
Our Services are not directed to individuals under 18.
If we learn that we’ve collected data from a child, we will promptly delete it.
Your Rights
California Residents (CCPA/CPRA)
You have the right to:
- Know what personal data we collect and how it’s used
- Request deletion of your data (subject to legal exceptions)
- Correct inaccurate data
- Opt out of any “sale” or “sharing” (we do not sell data)
- Limit use of sensitive information
To exercise these rights, email [email protected] or call 855-403-1298.
European Union & UK (GDPR)
You may:
- Access, correct, or delete your data
- Restrict or object to processing
- Withdraw consent to AI or marketing communications
- Request data portability
Send GDPR requests to [email protected] with the subject “GDPR Request.”
Email & SMS Marketing
We comply with CAN-SPAM and TCPA regulations.
You may unsubscribe from emails via the “Unsubscribe” link or stop texts by replying STOP.
Transactional or legally required messages (e.g., order updates) may still be sent.
International Transfers
If you access our site from outside the U.S., your data may be transferred to U.S. servers. By using our Services, you consent to such transfer.
Changes to This Policy
We may update this Privacy Policy periodically. The new version will be posted with a revised “Last Updated” date.
Significant changes will be communicated through email or a website notice.
Contact Us
For privacy concerns or to exercise your rights:
Everlasting Wealth, LLC
Attn: Privacy Department
120 Vantis Dr #300
Aliso Viejo, CA 92656
Email: [email protected]
Phone: 855-403-1298
Effective Date
This Privacy Policy is effective as of November 5th, 2025 and applies to all data collected and communications—including AI-assisted calls, texts, and emails—on or after that date.