Privacy Policy
Effective Date: January 1, 2026 • Last Updated: 2026
This Privacy Policy explains how Pamela Heist ("we," "us," or "our") collects, uses, and protects the information you provide when you visit pamelaheist.com or communicate with us. By using this website or submitting a form, you agree to the practices described below.
Mobile and SMS data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text message services who help deliver those messages.
1. How We Collect Information
We collect information that you voluntarily provide to us, including when you complete a form, request a consultation, book an appointment, or contact us by phone, email, or text message. The information we may collect includes:
- Your first and last name
- Your email address
- Your phone number
- Your state of residence
- The service you are interested in and any details you choose to share about your financial situation or goals
- SMS opt-in selections and the date and time consent was given
We also collect limited technical information automatically, such as your browser type, device type, and pages visited, through cookies and similar technologies described below.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and schedule consultations
- To provide the insurance and financial strategy services you request
- To send appointment reminders, confirmations, and account or service updates
- To send marketing communications when you have given consent to receive them
- To improve our website and the quality of our services
- To comply with applicable laws and regulations
3. SMS and Text Messaging Opt-In
When you provide your phone number and check a consent box on one of our forms, you agree to receive the specific category of text messages you selected (marketing, non-marketing, or both) from Pamela Heist. Consent to receive text messages is never a condition of purchasing any product or service, and the consent checkboxes are always optional.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service providers, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Message frequency may vary. Message and data rates may apply. You can reply STOP at any time to opt out, or reply HELP for assistance. For full details, see our Terms of Service.
4. How We Share Information
We respect your privacy. We do not sell your personal information. We may share information only in the following limited circumstances:
- With service providers and subcontractors who perform functions on our behalf, such as customer service, scheduling, and message delivery, and who are bound to protect your information
- With licensed insurance carriers when necessary to provide a product or service you have requested
- When required by law, regulation, legal process, or governmental request
As stated above, text messaging originator opt-in data and consent are excluded from sharing with any third parties, except for the aggregators and providers that deliver the messages.
5. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect your information against unauthorized access, disclosure, alteration, or destruction. While no method of transmission or storage is completely secure, we work to protect the information you share with us and to limit access to those who need it to serve you.
6. Cookies and Tracking
Our website may use cookies and similar technologies to remember your preferences, understand how visitors use the site, and improve your experience. You can adjust your browser settings to refuse cookies or alert you when cookies are being sent. Some features of the site may not function properly if cookies are disabled.
7. Your Choices
You may opt out of text messages at any time by replying STOP. You may opt out of marketing emails by following the unsubscribe instructions in those emails. You may also contact us to request access to, correction of, or deletion of the personal information we hold about you, subject to applicable law.
8. Children's Privacy
This website is intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us so we can remove it.
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The "Last Updated" date above reflects the most recent revision. We encourage you to review this page periodically.
10. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, you can reach us at:
- Email: pheinstien@gmail.com
- Phone: +1 747-252-5517