Privacy Policy

Pocket Plan / trypocketplan.com

Effective Date: October 1, 2026

Jurisdiction: State of Maryland, United States

Operator: Pocket Planner Inc. (the “Company,” “we,” “us,” or “our”)

Contact: [email protected]
5850 Waterloo Rd STE 140, Columbia, MD 21045

This Privacy Policy describes how we collect, use, and share information when you visit trypocketplan.com (the “Site”), including when you opt in to watch training, request a demo, or learn about Pocket Plan’s digital fact finder for advisors.

1. Scope

The Site is a marketing and education property for financial advisors and related professionals. It is not Express Underwriter and does not collect loan-application Nonpublic Personal Information (such as SSN, EIN, or bank-login tokens) through this Site.

We do not knowingly collect information from children under 18. The Site is intended for adults.

2. Information We Collect

We collect only what is reasonably necessary to run the Site and fulfill your requests:

• Contact and opt-in information you submit (such as name, email, firm name, and related form fields) when you register for training, a demo, or other Site offers.
• Communications you send us (email or form messages).
• Technical and usage data such as IP address, browser type, device information, pages viewed, referring URLs, and approximate timestamps, collected via server logs, cookies, and similar technologies.
• Analytics data used to understand Site performance (for example, traffic and conversion metrics).

3. How We Use Information

We use personal data to:

• Deliver the training, demo access, or content you requested
• Respond to inquiries and provide support
• Send follow-up messages related to Pocket Plan when you have opted in
• Operate, secure, and improve the Site
• Comply with law and enforce our terms

4. Cookies and Similar Technologies

We and our service providers may use cookies, pixels, and similar technologies for essential Site functions, preferences, analytics, and measuring campaign performance. You can control cookies through your browser settings; disabling some cookies may limit Site features.

5. How We Share Information

We do not sell your personal data.

We may share information with:

• Service providers who help us host the Site, process forms, send email, provide analytics, or support operations (under contractual limits on use)
• Professional advisors (legal, accounting) when needed
• Authorities when required by law, legal process, or to protect rights, safety, or security
• A successor in connection with a merger, acquisition, or asset transfer, subject to this Policy or equivalent protections

6. Retention

We retain personal data only as long as needed for the purposes above, including opt-in records, support history, security logs, and legal or accounting requirements, then delete or de-identify it when no longer needed.

7. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal data. No method of transmission or storage is 100% secure.

8. Your Privacy Rights

Depending on where you live (including Maryland under the Maryland Online Data Privacy Act and California under applicable state law), you may have rights to:

• Know / access personal data we hold about you
• Correct inaccurate personal data
• Request deletion, subject to legal exceptions
• Receive a portable copy of data you provided
• Opt out of targeted advertising or sale (we do not sell personal data)

To exercise these rights, email [email protected]. We will respond within the time required by applicable law (generally within 45 days, with a possible extension where permitted). If we deny a request, you may appeal by replying to our decision email.

9. Marketing Communications

If you opt in to email, you can unsubscribe using the link in those emails or by contacting us at [email protected]. You may still receive transactional messages about a request you made.

10. Third-Party Links

The Site may link to third-party sites or apps (including app stores). Their privacy practices are governed by their own policies.

11. Changes

We may update this Policy from time to time. The Effective Date above will change when we do. Continued use of the Site after an update means you acknowledge the revised Policy.

12. Contact

Pocket Planner Inc.
5850 Waterloo Rd STE 140
Columbia, MD 21045
Email: [email protected]

This policy is tailored to the trypocketplan.com marketing Site. It is not legal advice. For product-specific policies (for example, Express Underwriter), see that product’s own privacy notice.