Privacy Policy

Beeliance LLC ("Beeliance," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website, use our services, or communicate with us.

This Privacy Policy applies to information collected through Beeliance websites, services, and platforms, including but not limited to Beeliance.com and related programs and services operated by Beeliance LLC, including Host a Workshop, Be Retirement Prepared, and services marketed under the name Beeliance Asset Recovery Group.

By accessing or using our website or services, you agree to the practices described in this Privacy Policy.

Who We Are

Beeliance LLC provides business services and operational platforms that may include:

• Automation and CRM systems
• Staffing partnerships and operational support
• Client acquisition and workshop marketing platforms
• Cost optimization and benefits programs
• Asset recovery services through Beeliance Asset Recovery Group
• Business certification programs
• Educational resources and content platforms including Be Retirement Prepared

Some services may involve coordination with independent third party professionals where required.

If you have questions about this Privacy Policy or our data practices, you may contact us at: [email protected]

Information We Collect

We may collect the following categories of personal information.

A. Identifiers

• Name
• Email address
• Phone number
• Mailing address
• Business name
• Property or claim related information
• IP address

B. Technical and Usage Data

• Device type
• Browser type
• Operating system
• Referring URLs
• Pages visited
• Cookies
• Interaction data

C. Transactional Data

• Payment information processed through secure third party providers
• Service history and service requests

Beeliance does not store full payment card information.

D. User Submitted Information

Information submitted through:

• Website forms
• Appointment scheduling tools
• Customer service inquiries
• Document uploads
• Asset recovery inquiries or claims

E. Marketing and Analytics Data

• Advertising engagement
• Lead source information
• Campaign attribution data

How We Use Your Information

We may use personal information for the following purposes:

• To review and respond to service inquiries
• To provide requested services
• To schedule and manage consultations or communications
• To process payments when applicable
• To provide customer support and follow up communications
• To operate automation platforms and marketing systems
• To analyze and improve our website and services
• To communicate service updates or relevant offerings
• To comply with legal and regulatory obligations
• To protect against fraud or unauthorized activity

Advertising, Analytics, and Tracking Technologies

Our website uses cookies, pixels, tags, and similar technologies to understand how visitors interact with our website and to support marketing and analytics activities.

These technologies may collect information such as:

• IP address
• Device identifiers
• Browser characteristics
• Pages visited
• Referral sources
• Interaction with advertisements or marketing campaigns

Google Analytics

We use Google Analytics to collect information about how visitors use our website. Google Analytics uses cookies to collect data such as pages visited, time spent on site, and traffic sources. This data is used in aggregate form to improve our website and services. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on. Google's privacy policy is available at policies.google.com/privacy.

Meta Pixel (Facebook and Instagram)

We use the Meta Pixel to measure the effectiveness of our advertising on Facebook and Instagram, to build advertising audiences, and to retarget visitors who have interacted with our website. The Meta Pixel may collect information about your activity on our website and associate it with your Facebook or Instagram profile. You may opt out of Meta's use of this data for advertising purposes through your Facebook Ad Preferences settings. Meta's privacy policy is available at facebook.com/privacy/policy.

Users may also control cookies through their browser settings. Additional details are available in our Cookie Policy.

SMS and Text Message Communications

If you provide your phone number through our website forms or other communications, you may receive SMS messages related to your inquiry or services.

These messages may include:

• Appointment confirmations or reminders
• Service related follow up
• Updates regarding inquiries or consultations

Message frequency may vary. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact [email protected].

SMS delivery is provided through registered U.S. messaging platforms in compliance with A2P and 10DLC messaging standards.

We do not send SMS messages without consent and do not sell or share phone numbers for third party marketing.

Legal Basis for Processing

Where required by applicable law, we process personal information based on one or more of the following legal grounds:

• Consent provided by the individual
• Contractual necessity to provide requested services
• Legal obligations required by law
• Legitimate business interests such as service improvement, security monitoring, and fraud prevention

Consent may be withdrawn at any time by contacting us.

How We Share Information

We may share personal information with trusted service providers that help us operate our business. These may include providers supporting:

• Website hosting
• Customer relationship management systems
• Form collection systems
• Payment processing
• Analytics services
• Marketing automation platforms
• Communications systems

We may also disclose information when required:

• To comply with legal obligations
• To respond to subpoenas or lawful requests
• To protect our rights or enforce agreements
• In connection with a business transaction such as a merger or acquisition

Beeliance does not sell personal information.

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes described in this policy. The following retention periods generally apply:

• Event registration and marketing data: no longer than 3 years following your last interaction with us
• Client service records and business correspondence: up to 7 years to comply with applicable legal and business requirements
• Financial transaction records: retained as required by applicable law, typically 7 years
• Asset recovery case records: retained for the duration of the case and up to 7 years following resolution

When personal information is no longer required, it is securely deleted or anonymized in accordance with applicable law.

Data Security and HIPAA Compliance

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. These measures may include:

• Secure hosting environments operating on HIPAA compliant infrastructure
• Encryption of data in transit and at rest where applicable
• Access controls and multi-factor authentication procedures
• System monitoring and periodic security reviews
• Employee training on data handling and privacy obligations

Our platforms operate within a HIPAA compliant environment. Where applicable, we maintain Business Associate Agreements (BAAs) with our platform providers to ensure personal information is handled in accordance with federal privacy and security standards under the Health Insurance Portability and Accountability Act (HIPAA).

Beeliance LLC maintains commercial cyber liability insurance coverage appropriate to our business operations. Certificates of insurance are available to business clients upon request.

In the event of a confirmed data security incident affecting personal information, we will notify affected clients and individuals within 72 hours of discovery where required by applicable law. We maintain an internal incident response process to identify, contain, and remediate security events promptly.

No method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security of your information.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, which may include the right to:

• Request access to personal data we hold about you
• Request correction of inaccurate information
• Request deletion of personal information
• Withdraw consent where processing is based on consent
• Object to certain types of data processing

To submit a request regarding your personal information, contact us at: [email protected]

We may verify your identity before processing certain requests. We will respond to verified requests within 30 days.

California Residents — CCPA Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to:

• Know what personal information we collect, use, disclose, and sell
• Delete personal information we have collected from you, subject to certain exceptions
• Correct inaccurate personal information we maintain about you
• Opt out of the sale or sharing of your personal information — Beeliance does not sell or share personal information for cross-context behavioral advertising
• Limit the use and disclosure of sensitive personal information
• Non-discrimination for exercising any of your CCPA rights

To submit a California privacy request, contact us at [email protected] with the subject line "California Privacy Request." We will respond within 45 days as required by law.

Children's Privacy

Our website and services are not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13. If we become aware that such information has been collected, we will take steps to delete it promptly.

Third Party Links

Our website may contain links to third party websites or services. We are not responsible for the privacy practices of those third parties. Users should review the privacy policies of external websites before providing personal information.

Confidentiality of Client Information

Beeliance LLC treats non-public business information shared by clients in connection with our services as confidential. We do not disclose client business information, client lists, or proprietary business data to third parties except as necessary to deliver contracted services or as required by applicable law.

Registration data, lead information, and client contact lists provided to or generated by Beeliance on behalf of a client are treated as the property of that client and are not used for any purpose beyond delivering contracted services.

Dispute Resolution

Any dispute arising out of or related to this Privacy Policy or our data practices that cannot be resolved informally shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall take place in the State of Delaware. Each party waives any right to participate in a class action lawsuit or class-wide arbitration.

Nothing in this section prevents either party from seeking injunctive or other equitable relief from a court of competent jurisdiction where necessary to prevent irreparable harm.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law.

When updates occur, the "Last Updated" date will be revised. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.

Contact Information

If you have questions or concerns about this Privacy Policy or wish to exercise privacy rights, please contact us: