Privacy Policy for Sherri Banta Group

Last Updated: 8/26/2023

This Privacy Policy explains how Sherri Banta Group (“we,” “us,” or “our”) collects, uses, shares, and protects personal information when you visit our website and use our financial services. By accessing or using our website and services, you agree to the practices described in this Privacy Policy.

  1. Information We Collect:

We may collect various types of information, including but not limited to:

  • Personal Information: Name, contact details, financial information, identification documents, etc.
  • Usage Data: Information about how you use our website and services, including log data, device information, and browsing activity.
  • Cookies and Tracking Technologies: We may use cookies and similar technologies to collect information about your interactions with our website.
  1. How We Use Your Information:

We may use the collected information for purposes including, but not limited to:

  • Providing Financial Services: Processing transactions, managing accounts, and providing customer support.
  • Personalization: Customizing your experience, offering relevant services, and recommendations.
  • Legal and Regulatory Compliance: Complying with legal obligations, preventing fraud, and ensuring the security of transactions.
  1. How We Share Your Information:

We may share your information with:

  • Service Providers: Third-party companies that help us provide services, such as payment processors and customer service providers.
  • Affiliates: Other companies within our corporate group for operational and business purposes.
  • Legal Authorities: When required by law or in response to valid legal requests.
  1. Data Security:

We employ reasonable security measures to protect your information from unauthorized access, loss, or disclosure.

  1. Your Choices:

You have the right to:

  • Access, correct, or update your personal information.
  • Opt-out of marketing communications.
  • Request data deletion (subject to legal and regulatory requirements).
  1. Cookies and Tracking:

We use cookies and similar technologies to enhance your experience and analyze usage patterns. You can manage your cookie preferences through your browser settings.

  1. Children’s Privacy:

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

  1. Changes to Privacy Policy:

We may update this Privacy Policy from time to time. We will notify you of significant changes.

  1. Contact Us:

If you have questions, concerns, or requests related to your personal information, please contact us at:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449

Terms and Conditions

Last Updated: 8/26/2023

Welcome to Sherri Banta Group (“we,” “us,” or “our”). These Terms and Conditions govern your use of our website and financial services. By accessing or using our website and services, you agree to comply with and be bound by these Terms and Conditions.

  1. Acceptance of Terms:

By accessing our website or using our services, you agree to abide by these Terms and Conditions and any applicable laws and regulations.

  1. Eligibility:

You must be 18 years old to access and use our services. By using our services, you represent that you meet this requirement.

  1. Financial Services:

Our website provides information about financial services we offer. However, the information provided does not constitute financial advice. We recommend consulting with a qualified financial professional before making any decisions based on the information on our website.

  1. Use of the Website:

You agree to use our website only for lawful purposes and in a manner consistent with these Terms and Conditions. You may not engage in any activities that could harm the integrity or security of our website or interfere with the use of the website by others.

  1. Intellectual Property:

The content on our website, including text, graphics, logos, and images, is protected by intellectual property laws. You may not reproduce, distribute, modify, or create derivative works based on our content without our explicit permission.

  1. Limitation of Liability:

We strive to provide accurate and reliable information, but we do not guarantee the accuracy or completeness of the content on our website. We are not liable for any losses or damages arising from your reliance on the content.

  1. Indemnification:

You agree to indemnify and hold us harmless from any claims, losses, liabilities, expenses, and damages arising from your use of our website or violation of these Terms and Conditions.

  1. Modifications and Termination:

We reserve the right to modify, suspend, or terminate our website or services at any time without notice. We also reserve the right to modify these Terms and Conditions. Continued use of our website after such modifications constitutes your acceptance of the changes.

  1. Governing Law and Jurisdiction:

These Terms and Conditions are governed by the laws of San Luis Obispo County, California, USA. Any disputes arising out of or related to these Terms and Conditions will be subject to the exclusive jurisdiction of the courts in San Luis Obispo County.

  1. Contact Us:

If you have any questions, concerns, or feedback about these Terms and Conditions, please contact us at:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449

Disclaimer

Last Updated: 8/26/2023

Welcome to the website of Sherri Banta Group (“we,” “us,” or “our”). The information provided on this website is for general informational purposes only and should not be considered as professional financial advice. By accessing or using our website, you acknowledge and agree to the following disclaimer:

  1. No Financial Advice:

The content on this website is intended to provide general information about financial topics and our services. It is not intended to be and should not be construed as financial, investment, legal, or tax advice. You should consult with a qualified professional before making any financial decisions based on the information provided on this website.

  1. Accuracy and Completeness:

We strive to provide accurate and up-to-date information on this website, but we do not guarantee the accuracy, completeness, or relevance of the content. The financial landscape is subject to rapid changes, and the information provided here may become outdated or inaccurate over time.

  1. Use at Your Own Risk:

Any reliance you place on the information on this website is at your own risk. We are not liable for any losses, damages, or claims arising from your use of or reliance on the information provided on this website.

  1. Third-Party Links:

This website may contain links to third-party websites for your convenience. We do not endorse or control the content of these external websites and are not responsible for their accuracy, legality, or content. Clicking on external links is at your own risk.

  1. No Client Relationship:

Use of this website does not create a client, advisory, or professional relationship between you and [Your Financial Service Group]. If you require personalized financial advice, please contact us directly to discuss your specific situation.

  1. Changes and Updates:

We may update the content on this website periodically, but we are under no obligation to do so. The information provided on this website may not reflect the most current developments in the financial industry.

  1. Limitation of Liability:

To the fullest extent permitted by law, we disclaim any liability for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with your use of this website or reliance on the information provided.

  1. Governing Law:

This disclaimer is governed by the laws of San Luis Obispo County, California, USA. Any legal actions or proceedings related to this disclaimer shall be subject to the exclusive jurisdiction of the courts in San Luis Obispo County.

  1. Contact Us:

If you have questions or concerns about this disclaimer, please contact us at:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449

Copyright Notice

Last Updated: 8/26/2023

Welcome to the website of Sherri Banta Group (“we,” “us,” or “our”). All content on this website is protected by copyright law. By accessing or using our website, you acknowledge and agree to the following copyright notice:

  1. Ownership and Protection:

Unless otherwise indicated, all text, graphics, logos, images, audio clips, and other content on this website are the property of Sherri Banta Group and are protected by copyright law. All rights are reserved.

  1. Permissible Use:

You may view, download, and print content from this website for personal, non-commercial use only. Any other use, including reproduction, modification, distribution, or republication, without our prior written permission, is prohibited.

  1. Trademarks:

Any trademarks, service marks, logos, and trade names displayed on this website are the property of Sherri Banta Group or their respective owners. Unauthorized use of these marks is prohibited.

  1. Third-Party Content:

This website may include content from third parties or links to third-party websites. Such content is subject to the copyright and other intellectual property rights of those third parties. Permission from the relevant third party may be required for use.

  1. DMCA Compliance:

We respect the intellectual property rights of others. If you believe that your work has been copied in a way that constitutes copyright infringement, please notify us promptly with the following information:

  • A description of the copyrighted work you claim has been infringed.
  • A description of where the allegedly infringing material is located on this website.
  • Your contact information, including your name, address, telephone number, and email address.
  • A statement that you have a good-faith belief that the use of the material is not authorized by the copyright owner, its agent, or the law.
  • A statement, made under penalty of perjury, that the information in your notice is accurate and that you are the copyright owner or authorized to act on behalf of the copyright owner.
  1. Contact Us:

If you have questions or concerns about this copyright notice, please contact us at:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449

Cookie Policy

Last Updated: 8/26/2023

Welcome to the website of Sherri Banta Group (“we,” “us,” or “our”). This Cookie Policy explains how we use cookies and similar technologies on our website. By accessing or using our website, you agree to the use of cookies as described in this policy.

  1. What Are Cookies:

Cookies are small text files that are placed on your device when you visit a website. They help websites remember your preferences, improve your user experience, and gather information about your interactions with the site.

  1. Types of Cookies We Use:
  • Essential Cookies: These cookies are necessary for the basic functionality of our website and enable you to navigate the site and use its features.
  • Analytical/Performance Cookies: These cookies collect information about how visitors use our website, such as which pages are visited most often. This helps us improve the performance and design of our site.
  • Functionality Cookies: These cookies allow our website to remember choices you make (such as your username) and provide enhanced, personalized features.
  • Targeting/Advertising Cookies: These cookies track your browsing habits to deliver targeted advertising content based on your interests.
  1. Third-Party Cookies:

We may use third-party services that place cookies on your device for various purposes, such as analytics and advertising. These third parties may collect information about your online activities over time and across different websites.

  1. Your Cookie Choices:

You can control and manage cookies through your browser settings. You can choose to accept or reject cookies, delete cookies, and set preferences for certain types of cookies. Please note that blocking or deleting cookies may affect the functionality of our website.

  1. How We Use Cookies:

We use cookies for various purposes, including but not limited to:

  • Enhancing your browsing experience.
  • Analyzing website traffic and usage patterns.
  • Customizing content and recommendations.
  • Delivering targeted advertising.
  • Remembering your preferences and login information.
  1. Changes to Cookie Policy:

We may update this Cookie Policy from time to time. Any changes will be effective when the revised policy is posted on our website.

  1. Contact Us:

If you have questions or concerns about this Cookie Policy, please contact us at:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449

Service Policy

Last Updated: 8/26/2023

  1. Introduction

Welcome to Sherri Banta Group (“we,” “us,” or “our”). This Service Policy outlines the terms and conditions governing the use of our financial services. By engaging with our services, you agree to comply with and be bound by this policy.

  1. Scope of Services

We offer a range of financial services designed to meet your unique needs, including but not limited to life insurance, 401k rollovers, annuities, and medicare supplemental insurance. The specifics of each service, including terms, fees, and requirements, will be provided in a separate agreement after first consultation.

  1. Client-Centric Approach

At Sherri Banta Group, our mission is to provide exceptional financial solutions tailored to your goals. We commit to delivering accurate and reliable services while adhering to the highest ethical standards and industry best practices.

  1. Professional Guidance

The information presented on our website and during our services is for informational purposes only and should not be considered as personalized financial, investment, legal, or tax advice. We strongly recommend consulting with our qualified professionals before making any financial decisions. You may book a free consultation here for more detailed and personal financial planning services.

  1. Client Engagement

Engaging with our services does not automatically establish a client-advisor relationship. Formal engagements are established through signed agreements that detail the scope of services, fees, and responsibilities. To get started please contact us here.

  1. Confidentiality and Data Security

We prioritize the confidentiality and security of your information. Any data shared during our engagement will be treated with the utmost care and handled in accordance with our Privacy Policy.

  1. Fees and Billing

Details regarding service fees, payment methods, and billing cycles will be clearly outlined in the service agreement. We are committed to transparency in all financial matters.

  1. Service Termination

Both you and Sherri Banta Group have the right to terminate services at any time. Termination procedures, responsibilities upon termination, and any applicable fees will be detailed in the service agreement.

  1. Limitation of Liability

While we strive to provide accurate and dependable services, we cannot guarantee specific outcomes or results. We are not liable for any losses, damages, or claims arising from your use of or reliance on our services.

  1. Changes to Service Policy

We reserve the right to update this Service Policy as needed. Any revisions will be effective upon posting on our website. We encourage you to review this policy periodically.

  1. Governing Law

This Service Policy is governed by the laws of San Luis Obispo County, California USA. Any disputes or legal actions related to this policy shall be exclusively subject to the jurisdiction of the courts in San Luis Obispo County. Additionally this Service Policy is governed by the California Department of Insurance and the Insurance Commissioner.

  1. Contact Us

If you have any questions, concerns, or require clarification about our Service Policy, please don’t hesitate to contact us:

  • Sherri Banta Group

sherribantagroup@gmail.com

805-471-1841

501 Shell Beach Rd, suite E

Pismo Beach, CA 93449