Effective Date: October 23, 2025
Last Updated: February 26, 2026
Welcome to Safe Money Guys (“we,” “us,” or “our”), a brand operated by Smith and Llanes, Inc. We value 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 www.smguys.com or any related landing pages, lead forms, funnels, advertisements, or online tools (collectively, the “Site”).
By using our Site, submitting your information, or engaging with our services, you consent to the practices described in this Privacy Policy.
When you complete a form, request a consultation, download materials, register for an event, or otherwise interact with our Site, we may collect:
Name
Email address
Phone number
State or ZIP code
Date of birth (if voluntarily provided for insurance purposes)
Mortgage information or financial details (if voluntarily provided)
Insurance or retirement planning preferences
Any other information you choose to provide
When you visit our Site, we may automatically collect certain technical and usage data, including:
IP address
Browser type and version
Device type and operating system
Pages visited and time spent on pages
Referral URLs
Cookies and tracking pixels
Click identifiers (such as fbclid or similar tracking parameters)
UTM campaign parameters
Page URLs visited
Browser user agent
Submission timestamps
Consent-related metadata
This information is used for analytics, advertising attribution, fraud prevention, system optimization, compliance verification, and service improvement.
We may receive information from:
Advertising platforms (such as Meta/Facebook or Google Ads)
Lead-generation partners
Referral partners
Marketing service providers
when you engage with our advertisements or submit forms through third-party platforms.
We may use your information to:
Respond to inquiries and provide requested consultations
Provide insurance-related quotes, illustrations, or recommendations
Schedule appointments
Send educational materials and marketing communications
Deliver customer support
Improve our website and services
Track advertising effectiveness and campaign performance
Maintain compliance with legal and regulatory requirements
Maintain internal records for documentation and verification
We do not sell your personal information.
We may share your information with trusted third parties, including:
Licensed insurance agents and agencies affiliated with Safe Money Guys
CRM and marketing automation providers
Cloud hosting providers
Telephony providers
Analytics vendors
Advertising networks
AI-powered communication platforms
Legal or regulatory authorities if required by law
These service providers are contractually required to safeguard your information and use it solely for legitimate business purposes.
We do not share your mobile number with third parties for their independent marketing purposes.
By providing your phone number or email address on our Site, landing pages, or lead forms, you provide your prior express written consent to be contacted by Safe Money Guys and its licensed representatives via:
Telephone calls
Text messages (SMS/MMS)
Email communications
Automated telephone dialing systems
Artificial or prerecorded voice messages
AI-powered communication systems
regarding insurance products, financial services, consultations, educational materials, and related offerings.
Message frequency may vary. Message and data rates may apply. Consent is not a condition of purchase.
You may opt out of text communications at any time by replying STOP.
You may unsubscribe from marketing emails using the unsubscribe link included in our emails.
Telephone calls (including calls placed or received through automated or AI-powered systems) may be recorded for quality assurance, training, compliance, documentation, and service improvement purposes. By participating in a call with us, you acknowledge and consent to such recording where permitted by law.
We maintain records of consent, including submission timestamp, IP address, browser user agent, technical identifiers, and related metadata for compliance, verification, and legal defense purposes.
We use cookies, tracking pixels, and similar technologies to:
Enhance user experience
Analyze website traffic
Measure advertising effectiveness
Improve marketing performance
You may adjust cookie settings through your browser preferences. You may also opt out of certain interest-based advertising at www.optout.aboutads.info.
We retain personal information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required by law, insurance regulations, or compliance obligations.
We use commercially reasonable security measures, including SSL encryption, secure cloud storage, access controls, and restricted administrative permissions, to protect your information.
However, no system can guarantee absolute security.
Depending on your location, you may have the right to:
Request access to your personal information
Request correction of inaccurate information
Request deletion of your information
Withdraw consent where applicable
Opt out of marketing communications
To exercise your rights, contact us at:
[email protected]
Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing personal information.
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors. If we learn that we have inadvertently collected information from a minor, we will delete it promptly.
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Continued use of the Site after changes indicates acceptance of the updated Policy.
Safe Money Guys
A division of Smith and Llanes, Inc.
5379 Lyons Rd #3125
Coconut Creek, FL 33073
Email: [email protected]
Website: www.smguys.com