Privacy Policy.

This Privacy Policy explains how SM Planning LLC ("Sam the Agent," "we," "us") collects, uses, and protects information when you visit samtheagent.org or work with us. We keep this simple and plain — the same way we approach money.

What we collect

Information you give us

• Contact details — your name and email when you join the newsletter, submit a workshop request, or email us.
• Booking details — when you schedule through Calendly, you provide your name, email, and any notes. Calendly processes this on our behalf.
• Workshop & coaching information — anything you choose to share so we can tailor a session, workshop, or plan to you.

Information collected automatically

• Basic usage data — our hosting provider (Netlify) may log standard technical information such as your browser type and the pages you visit, to keep the site secure and running.

How we use it

• To respond to your inquiries and schedule sessions or workshops.
• To send the newsletter you signed up for (you can unsubscribe anytime).
• To prepare and deliver coaching, workshops, and follow-up materials.
• To improve the website and our services.

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

Who we share it with

We use a small set of trusted services to run the business. They only receive what they need to do their job:

• Netlify — website hosting and form submissions.
• Calendly — appointment scheduling.
• MailerLite — newsletter delivery (if you subscribe).
• Amazon — if you buy the book through our link, your purchase is handled entirely by Amazon under their terms.

We may also disclose information if required by law.

Insurance services

When you request life-insurance planning, any information you share is used solely to provide quotes and guidance. Insurance products are placed through the carriers and agencies with which Sam is appointed, and those carriers' own privacy practices will also apply.

Your choices

• Unsubscribe from the newsletter using the link in any email.
• Request access or deletion of the personal information we hold about you — just email us.
• Decline to provide information, though some services may not be available without it.

Data security

We take reasonable steps to protect your information, including serving this site over a secure (HTTPS) connection. No method of transmission over the internet is 100% secure, but we work to safeguard what you share.

Children

This site is intended for adults. We do not knowingly collect personal information from children under 13. Youth workshops are arranged through schools, churches, and guardians.

Changes

We may update this policy from time to time. The "last updated" date above reflects the latest version.

Contact

Questions about your privacy? Email sam@smplanningllc.com.