Effective date: March 24, 2026
This SMS Privacy Policy ("Policy") describes how Yaresa Financial ("we", "us", or "our") collects, uses, and protects personal information in connection with our SMS (text message) communications, including marketing and informational messaging related to financial education, life insurance, and consultation services. This Policy is intended to satisfy applicable A2P 10DLC and mobile carrier requirements.
We collect personal information that you voluntarily provide to us when you interact with our lead capture forms, quote request forms, or scheduling tools on our website. The categories of information we may collect include:
We collect your phone number directly from you when you enter your information into our forms and affirmatively submit it. By submitting your mobile phone number and selecting any consent checkbox, you authorize us to send you SMS messages consistent with this Policy.
We use your mobile phone number solely for purposes disclosed at the time of collection, including:
Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may use third-party service providers (such as CRM platforms) solely to facilitate the delivery of SMS messages on our behalf. These providers are contractually restricted from using your mobile number for their own marketing purposes.
Your participation is voluntary. You may withdraw consent at any time:
To Opt Out: Reply "STOP" to any message you receive from us. We will send a final confirmation message to acknowledge your request.
For Help: Reply "HELP" to any message for more information or instructions on how to contact us.
Message and data rates may apply depending on your mobile carrier plan. You are responsible for any such charges. Message frequency varies based on your interactions with us.
We implement commercially reasonable technical and physical safeguards to protect your mobile phone number and SMS-related data. While we strive for absolute security, no system is 100% secure.
If you have any questions regarding this SMS Privacy Policy, please contact us at:
Legal Business Name: Yaresa Financial
Mailing Address: 197 Woodman Drive, Belgrade, MT 59714
Email: [email protected]
Phone: 406-312-9985
Effective date: March 24, 2026
This SMS Privacy Policy ("Policy") describes how Yaresa Financial ("we", "us", or "our") collects, uses, and protects personal information in connection with our SMS (text message) communications, including marketing and informational messaging related to financial education, life insurance, and consultation services. This Policy is intended to satisfy applicable A2P 10DLC and mobile carrier requirements.
Effective date: March 24, 2026
This SMS Privacy Policy ("Policy") describes how Yaresa Financial ("we", "us", or "our") collects, uses, and protects personal information in connection with our SMS (text message) communications, including marketing and informational messaging related to financial education, life insurance, and consultation services. This Policy is intended to satisfy applicable A2P 10DLC and mobile carrier requirements.
We collect personal information that you voluntarily provide to us when you interact with our lead capture forms, quote request forms, or scheduling tools on our website. The categories of information we may collect include:
• Name (first and last name)
• Email address
• Mobile phone number
• Financial-related interests (e.g., coverage status or goals)
We collect your phone number directly from you when you enter your information into our forms and affirmatively submit it. By submitting your mobile phone number and selecting any consent checkbox, you authorize us to send you SMS messages consistent with this Policy.
We use your mobile phone number solely for purposes disclosed at the time of collection, including:
• Providing requested quotes and financial service information.
• Responding to inquiries submitted via our contact forms.
• Sending SMS appointment confirmations, reminders, and follow-up messages related to consultations you have requested.
• Sending important service or transactional notices.
Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may use third-party service providers (such as CRM platforms) solely to facilitate the delivery of SMS messages on our behalf. These providers are contractually restricted from using your mobile number for their own marketing purposes.
Your participation is voluntary. You may withdraw consent at any time:
• To Opt Out: Reply "STOP" to any message you receive from us. We will send a final confirmation message to acknowledge your request.
• For Help: Reply "HELP" to any message for more information or instructions on how to contact us.
Message and data rates may apply depending on your mobile carrier plan. You are responsible for any such charges. Message frequency varies based on your interactions with us.
We implement commercially reasonable technical and physical safeguards to protect your mobile phone number and SMS-related data. While we strive for absolute security, no system is 100% secure.
If you have any questions regarding this SMS Privacy Policy, please contact us at:
• Legal Business Name: Yaresa Financial
• Mailing Address: 197 Woodman Drive, Belgrade, MT 59714
• Email: [email protected]
• Phone: 406-312-9985
Yaresa Financial