PRIVACY POLICY

Effective Date: November 1, 2025

We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how EPIC Insurance Services, LLC, DBA EPIC Financial Strategies (“EPIC,” “we,” “us,” or “our”) collects, uses, stores, and protects your data when you visit or interact with our website, services, and communication channels.

By using our website or Services, you consent to the practices described in this policy.


What Information Is Collected

We may collect the following types of information:

Personal Information
Name, email address, mobile phone number, and any information you voluntarily provide through forms, inquiries, registrations, applications, or consultations.

Communication Data
SMS opt-in preferences, consent records, and message interaction history.

Technical Data
IP address, browser type, device information, and website usage data.

Cookies and Tracking Data
Information collected through cookies and similar technologies used for analytics and performance monitoring.


How User Data Is Used

Your information is used to:

Provide and improve our services

Respond to inquiries and customer support requests

Send important service updates, reminders, and notifications

Send SMS messages only to users who have explicitly opted in

Improve website performance and user experience

Comply with legal, contractual, and regulatory requirements

We do not sell, rent, or trade your personal information.


SMS Opt-In Details

By submitting your phone number through our website, forms, applications, event registrations, written agreements, or keyword-based opt-in methods, you consent to receive SMS messages from EPIC Financial Strategies.

SMS messages may include service-related notifications, confirmations, reminders, educational information, or other communications related to our services.

Message frequency may vary

Message and data rates may apply

You may opt out at any time by replying STOP

You may request assistance by replying HELP

SMS consent is not a condition of purchase


Cookie & Tracking Practices

We use cookies and similar tracking technologies to:

Analyze website traffic and usage

Improve website functionality

Enhance user experience

You may disable cookies through your browser settings; however, some features of the website may not function properly without them.

Cookies and analytics tools do not collect or use mobile phone numbers or SMS consent data for advertising purposes.


Data Security and Handling

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, or disclosure.

We do not share, sell, or distribute personal information to third parties for marketing or promotional purposes. Access to personal data is limited to authorized personnel and trusted service providers who require it to perform services on our behalf and who are contractually obligated to protect your information.

Personal data is retained only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.


User Rights

You have the right to:

Request access to your personal data

Request correction or deletion of your information

Withdraw consent for communications at any time

Opt out of SMS or email communications

To exercise these rights, please contact us using the information below.


Mobile Information Sharing Statement

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All mobile opt-in data and SMS consent records are kept confidential and are used solely for communication related to EPIC Financial Strategies services. Mobile opt-in data is never sold, rented, or transferred to third parties under any circumstances.


Contact Information

EPIC Insurance Services, LLC
DBA EPIC Financial Strategies
Email: info@epicwealthbundle.com

EPIC FINANCIAL STRATEGIES
2 BRIDGE AVENUE SUITE 634
RED BANK, NJ 07701
EPIC Financial Strategies is a trade name referring to EPIC Insurance Services, LLC. All references to “EPIC” contained in this video pertain to EPIC Insurance Services, LLC.

Robert Gill is not in the business of providing investment advice and specifically disclaims any liability, loss or risk incurred as a consequence, either directly or indirectly, through the use of any of the information contained in this video. Also, Robert Gill, in his appearance on various social media platforms, does NOT provide ANY legal, accounting, securities, investment or tax advice, and the opinions he shares are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Robert Gill does not endorse ANY specific investments, financial advisors or securities brokerage firms. Robert Gill is not a securities-licensed professional, financial planner or investment advisor.

Where return on investment is discussed or referenced by the presenter or in the written materials, the figures used are for illustration purposes only, and are not intended to indicate that an investment in any particular investment or investment sector will necessarily generate any specific return.

Before making any investment or other significant financial decision, viewers should consult with qualified and licensed professionals, who will assess the appropriateness of the decision in light of each individual’s specific goals, experiences and financial status.