Plan 4 It Pro (“Platform,” “we,” “our,” or “us”) is a national platform operated in partnership with CSI Financial Group that connects consumers with licensed financial professionals who provide information about financial planning solutions, including long-term care and related insurance products. We are committed to protecting your privacy and being transparent about how your information is collected and used.

When you interact with our website or request information, we may collect personal information such as your name, company name, email address, phone number, and any information you voluntarily provide through forms or inquiries. This information is used to respond to requests, connect you with licensed advisors on the platform, provide educational resources, and send company updates or communications related to services you have requested. Plan 4 It Pro does not use this website to collect consumer opt-in for any 10DLC messaging campaigns.

Our website uses cookies and similar technologies to collect information about browsing activity, including pages visited and time spent on the site. This information helps us improve the website experience, enhance functionality, and better understand how visitors use our platform. You may disable cookies through your browser settings, although some features of the site may not function properly if cookies are disabled. Aggregated, non-personally identifiable data may be shared with third-party analytics providers to help improve our services.

CSI Financial Group and advisors connected to the Plan 4 It Pro platform may communicate with you by phone, email, or SMS text messaging regarding requested information, service updates, appointment reminders, or other related communications. Marketing messages may also be sent when permitted. You may unsubscribe from marketing emails using the link provided in the message or reply STOP to any SMS message to opt out of text communications at any time. Message frequency may vary and standard messaging rates may apply. You may also indicate your preferred communication method.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Plan 4 It Pro serves as a platform that connects consumers with licensed financial professionals. Advisors featured on the platform may be independent insurance agents, registered representatives, or financial advisors affiliated with CSI Financial Group or other broker-dealers or registered investment advisory firms. Each advisor operates independently and is responsible for their own services, recommendations, and regulatory compliance.

Some educational content on this website may be developed by third-party providers such as FMG Suite. These providers are not affiliated with Plan 4 It Pro, CSI Financial Group, or the advisors featured on the platform. The information provided on this website is believed to be from reliable sources; however, it is intended for general informational purposes only and should not be considered tax, legal, or financial advice. Please consult qualified professionals regarding your individual situation.

We take protecting your data seriously. California residents have additional rights under the California Consumer Privacy Act (CCPA), including the ability to request information about how personal data is collected and used. California residents may also request “Do Not Sell My Personal Information.”

This privacy policy may be updated periodically to reflect changes in regulations or platform practices. Updates will be posted on this page.

If you have any questions about this policy or our privacy practices, please contact Plan 4 It Pro at i[email protected].