Privacy Policy

Prime Money Invest ("we," "us," "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, why we collect it, how we protect it, and the rights you hold over it when you use primemoneyinvest.com (the "Site") or our financial services.

1. Information We Collect

• Contact & identity data: name, email address, phone number, mailing address and state of residence submitted via our booking, contact and newsletter forms.
• Financial profile data: information you voluntarily provide during consultations, such as income range, debts, credit goals, loan amounts, investment objectives and insurance needs.
• Technical data: IP address, browser type, device type, pages visited and referring site, collected automatically via cookies and server logs.
• Communication data: records of emails, calls and form messages exchanged with our advisors.

2. How We Use Your Information

• To respond to enquiries and schedule your free strategy session within one business hour.
• To match you with licensed lending, investment, tax or insurance partners in your state.
• To deliver, manage and improve our advisory services and membership plans.
• To send service updates, rate alerts and (only with consent) our monthly newsletter.
• To comply with federal and state financial regulations, including AML and KYC obligations.

3. How We Share Your Information

We never sell your personal information. We share data only with: (a) licensed lenders, carriers and CPA partners you authorize us to approach on your behalf; (b) service providers who process payments, host our Site or deliver email on our behalf under strict confidentiality contracts; and (c) government or regulatory bodies when legally required.

4. Cookies & Tracking Technologies

We use essential cookies for Site functionality and privacy-friendly analytics cookies to understand page performance. You can disable cookies in your browser settings at any time; the Site will continue to function, though some conveniences may be limited.

5. Data Security

All form submissions travel over TLS/SSL encryption. Stored records are protected with 256-bit encryption, multi-factor authenticated access, role-based permissions and SOC 2-aligned handling procedures. No system is 100% secure, but we apply banking-industry standards to minimize risk.

6. Data Retention

We retain client records for as long as your membership is active plus the period required by U.S. financial record-keeping law (typically 5–7 years). Newsletter data is retained until you unsubscribe. You may request earlier deletion where law permits.

7. Your Privacy Rights (Including CCPA/CPRA)

As a U.S. resident you may request: access to the personal data we hold; correction of inaccurate data; deletion of your data; opt-out of any sharing; and non-discrimination for exercising these rights. Email info@primemoneyinvest.com with the subject "Privacy Request" and we will respond within 30 days.

8. Do-Not-Track Signals

Our Site does not perform cross-site behavioral advertising, so DNT signals do not change Site behavior; we honor all requests made directly through our privacy contact.

9. Children's Privacy

Our services are intended for adults 18+. We do not knowingly collect personal information from children under 13. If you believe a child has provided us data, contact us and we will delete it promptly.

10. Newsletter & Email Communications

Marketing emails are sent only with your consent and comply with the CAN-SPAM Act. Every email contains a one-click unsubscribe link, and you may also unsubscribe at any time via our unsubscribe page. Transactional service emails may continue while you are a client.

11. Third-Party Links

The Site may link to lender portals, map services and social platforms. These operators have their own privacy policies, and we encourage you to review them. We are not responsible for their practices.

12. Changes to This Policy

We may update this Policy to reflect new services or legal requirements. Material changes will be announced on this page with a revised "Last Updated" date and, where appropriate, by email.

13. Contact Us

Prime Money Invest · 519 Oak St, Libertyville, Illinois 60048, USA · Phone: (773) 202-0261 · Email: info@primemoneyinvest.com