Privacy Policy

Last Updated: February 2026

1. Introduction

Welcome to Vectis Private Wealth LLC ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://leveragestrategy.co/ and use our services.

2. Information We Collect

We may collect the following types of information:

Information You Provide:

Name

Email address

Phone number

Annual income

Age

Location

Employment information

Retirement planning goals

Any other information you provide through our forms or during consultations

Information Collected Automatically:

IP address

Browser type

Device information

Pages visited

Time spent on pages

Referring website

Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect to:

Respond to your inquiries

Schedule and conduct strategy calls

Provide personalized illustrations and recommendations

Send relevant communications about our services

Improve our website and services

Comply with legal obligations

4. How We Share Your Information

We may share your information with:

Licensed wealth advisors and insurance professionals who assist in providing our services

Insurance carriers and financial institutions as necessary to provide requested services

Service providers who assist with website hosting, email delivery, and analytics

Legal and regulatory authorities when required by law

We do not sell your personal information to third parties.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to improve your experience on our website. You can control cookies through your browser settings.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites.

7. Data Security

We implement reasonable security measures to protect your information. However, no method of transmission over the internet is 100% secure.

8. Your Rights

Depending on your location, you may have the right to:

Access your personal information

Correct inaccurate information

Request deletion of your information

Opt out of marketing communications

To exercise these rights, contact us at [email protected]

9. California Residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and the right to request deletion.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Last Updated" date at the top.

11. Contact Us

If you have questions about this Privacy Policy, contact us at:

Vectis Private Wealth LLC

[email protected]

+1 (630) 290-2621

579 W. North Ave Suite 300 Elmhurst, IL

Copyright © Vectis Private Wealth LLC. All Rights Reserved.

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This is not tax, legal, or investment advice. Consult a qualified professional regarding your specific situation. Results vary based on individual circumstances, policy performance, and other factors. Illustrations are hypothetical and not guaranteed. The 0% floor applies to index crediting only; policy charges and fees are still deducted annually. Tax-advantaged treatment of policy loans depends on the policy remaining in force and not becoming a Modified Endowment Contract (MEC). Tax laws may change. This strategy involves a long-term commitment and may not be suitable for everyone.

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579 W. North Ave Suite 300 Elmhurst, IL