WHO WE ARE PRIVACY POLICY
True Life Secure · Margie Beliz Inc.
Last Updated: March 2026

WHO WE ARE
True Life Secure is a financial services brand operated by Margie Beliz Inc., an independent licensed financial services practice. We can be reached at:
Website: truelifesecure.com
Email: margie@truelifesecure.com
Phone: 561-558-5077

INFORMATION WE COLLECT
When you submit a form on our website or through our advertisements we collect:
∙ First and last name
∙ Email address
∙ Mobile phone number
∙ Your responses to qualifying questions
∙ General location data
∙ Device and browser information through cookies and tracking pixels

HOW WE USE YOUR INFORMATION
We use the information you provide to:
∙ Contact you regarding your inquiry via phone, email, and text message
∙ Send you educational information about capital strategies and financial planning
∙ Schedule and confirm strategy calls
∙ Follow up on your request for information
∙ Improve our website and marketing effectiveness

TEXT MESSAGE COMMUNICATIONS — SMS POLICY
By submitting your information and checking the SMS consent box on our forms you expressly consent to receive automated and manually dialed text messages from True Life Secure and Margie Beliz at the mobile number you provided.
Message types include:
∙ Appointment reminders and confirmations
∙ Follow up messages related to your inquiry
∙ Educational content related to capital strategies
∙ Responses to your inquiries
Message frequency varies based on your inquiry and interaction with our team.
Message and data rates may apply depending on your mobile carrier and plan.
To opt out of text messages at any time reply STOP to any message you receive from us. You will receive one confirmation message and no further texts will be sent.
To request help reply HELP to any message. You may also contact us directly at margie@truelifesecure.com or 561-558-5077.
Consent to receive text messages is not a condition of purchase or receiving our services.

EMAIL COMMUNICATIONS
By submitting your information you consent to receive email communications from True Life Secure related to your inquiry. You may opt out of email communications at any time by replying to any email with UNSUBSCRIBE in the subject line or by contacting us directly.

HOW WE PROTECT YOUR INFORMATION
We take reasonable steps to protect your personal information from unauthorized access, disclosure, or misuse. Your information is stored securely and is never sold to third parties.

SHARING YOUR INFORMATION
We do not sell your personal information. We may share your information with:
∙ Insurance carriers for the purpose of obtaining quotes or submitting applications at your request
∙ Technology platforms used to manage our communications including GoHighLevel and LC Phone
∙ These platforms are bound by their own privacy policies and data protection practices

Mobile information including phone numbers and SMS consent will not be shared with third parties or affiliates for marketing or promotional purposes. This information is used solely to communicate with you regarding your inquiry. All other categories of personal information may be shared with service providers as described above.

YOUR RIGHTS
You have the right to:
∙ Request access to the personal information we hold about you
∙ Request correction of inaccurate information
∙ Request deletion of your information
∙ Opt out of communications at any time
To exercise any of these rights contact us at margie@truelifesecure.com or 561-558-5077.

COOKIES AND TRACKING
Our website uses cookies and tracking pixels including the Meta Pixel to measure the effectiveness of our advertising. You may disable cookies in your browser settings at any time. Disabling cookies may affect your experience on our website.

CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time. The date at the top of this page reflects the most recent update. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.

CONTACT US
True Life Secure · Mary Beliz Inc.
561-558-5077
margie@truelifesecure.com
truelifesecure.com
For informational purposes only. Not financial or tax advice.