Effective Date: October 23, 2025
Last Updated: October 23, 2025
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 our website www.smguys.com or any related landing pages, lead forms, or online tools (collectively, the “Site”).
By using our Site, you consent to the practices described in this Privacy Policy.
We may collect the following types of information from you:
When you fill out a form, download an eBook, register for a webinar, or request a consultation, we may collect:
Name
Email address
Phone number
State of residence
Date of birth (if voluntarily provided for insurance purposes)
Financial or retirement goals and preferences
When you visit our Site, we may automatically collect:
IP address
Browser type and version
Device type
Pages visited and time spent
Referral URLs (how you found our Site)
Cookies and tracking pixels (see Section 6)
We may receive information from advertising partners, referral agents, or lead-generation platforms (such as Facebook or Meta Ads) when you submit forms through their services.
We may use your information for the following purposes:
To respond to inquiries and provide requested services or consultations
To send educational resources, newsletters, and event invitations
To provide insurance-related quotes, illustrations, or policy recommendations
To improve our website, services, and customer experience
To comply with legal, regulatory, or contractual obligations
We do not sell your personal information. However, we may share it with trusted third parties, including:
Licensed insurance agents and agencies affiliated with Safe Money Guys
Marketing and CRM service providers (such as Zapier, GoHighLevel, or Calendly)
Analytics and advertising partners (e.g., Google Ads, Meta Ads)
Legal or regulatory authorities if required by law
All third parties are required to protect your information and use it only for legitimate business purposes.
We retain your information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required by law or regulatory authorities (e.g., insurance compliance rules).
We use cookies, tracking pixels, and similar technologies to enhance your browsing experience, analyze website traffic, and measure ad performance. You can manage cookie preferences in your browser settings or opt out of interest-based advertising at optout.aboutads.info.
Depending on your location, you may have the right to:
Request access to or deletion of your personal information
Opt out of marketing communications at any time
Request correction of inaccurate information
Withdraw consent (if applicable under GDPR)
To exercise these rights, contact us at [email protected].
By providing your phone number on our Site, landing pages, or lead forms, you consent to receive calls, emails, and text messages (SMS/MMS) from Safe Money Guys and its licensed representatives for marketing, educational, and service-related purposes.
Message frequency may vary.
Message and data rates may apply.
You may opt out of receiving text messages at any time by replying STOP to any message.
For help, reply HELP or contact [email protected].
Your consent to receive text messages is not a condition of purchase.
We will not share your mobile number with third parties for their own marketing purposes.
We use industry-standard security measures—including SSL encryption, access controls, and secure cloud storage—to protect your information from unauthorized access, loss, or misuse. However, no system is completely secure, and we cannot guarantee absolute security.
Our Site may contain links to other websites. We are not responsible for the content or privacy practices of such third-party sites. We encourage you to review their privacy policies before submitting 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 become aware that we have inadvertently received data from a minor, we will delete it promptly.
We may update this Privacy Policy periodically. Any updates will be posted on this page with a new “Last Updated” date. Continued use of our Site after changes means you accept the updated policy.
If you have questions about this Privacy Policy or your personal information, please contact us:
Safe Money Guys
A division of Smith and Llanes, Inc.
Email: [email protected]
Website: www.smguys.com
Mailing Address: 5379 Lyons Rd #3125, Coconut Creek, FL 33073
Last Updated: October 23, 2025