Privacy Policy

Effective Date: 2/22/2025

1. Overview
At www.shelongyang.com, we are committed to protecting your privacy and handling your information with care and integrity. This Privacy Policy outlines how your personal information is collected, used, and protected when you visit our website or engage with our services.

2. Information We Collect

We may collect personal information in the following ways:

  • Calendly Scheduling: When you schedule an appointment, Calendly collects your name, email address, and potentially other contact information.

  • Contact Forms: When you fill out a contact form on our website, we collect your name, email, phone number, and message content.

  • Social Media & Advertising: If you interact with us through Facebook, Instagram, or similar platforms, we may collect limited data such as profile information, ad click behavior, or engagement analytics in accordance with those platforms’ terms.

3. How Your Information Is Used

Your information is used to:

  • Schedule and confirm appointments.

  • Respond to inquiries or messages.

  • Provide updates or resources related to our services.

  • Send educational content, occasional newsletters, or promotional information (typically 1–2 emails every 1–2 weeks).

By submitting your contact information on our site, you consent to being added to our newsletter list. You may unsubscribe at any time by clicking the link in any email or by contacting us directly.

4. Data Sharing and Security

  • No Selling or Sharing: Your personal data will never be sold, rented, or shared with third parties.

  • Data Security: We take appropriate technical and organizational measures to protect your data from unauthorized access, alteration, or disclosure.

  • Deletion Requests: You may request that your contact information be deleted at any time by contacting us via email or through our contact form.

5. Data Retention

We retain personal information only as long as necessary for the purposes stated above or to comply with legal and regulatory obligations applicable to financial professionals.

6. Third-Party Services

We use trusted third-party platforms such as:

  • Calendly – for appointment scheduling

  • Mailchimp or equivalent – for email communication

  • Facebook/Instagram – for advertising and audience engagement

These platforms have their own privacy policies and may collect additional data via cookies or pixels when you visit our site or interact with our ads.

7. Compliance with Financial and Insurance Industry Standards

As a licensed financial professional, we follow all applicable federal and state regulations concerning the confidentiality and use of consumer information, including but not limited to:

  • Ensuring proper safeguarding of personal financial data.

  • Maintaining ethical use of contact information for appointment-setting and educational communication only.

8. Your Rights

You have the right to:

  • Access the personal information we hold about you.

  • Request corrections or updates to your information.

  • Request deletion of your data from our records.

To exercise these rights, please contact us.

9. Changes to This Policy

We may update this policy from time to time. Changes will be reflected on this page with an updated effective date.