Privacy Policy

1. Information We Collect

We collect personal and corporate information provided directly by you when filling out forms, requesting census evaluations, or scheduling discovery consultations. This may include your name, company name, corporate email address, phone number, employee headcount, and basic payroll metrics.

2. How We Use Your Information

Information collected is used strictly to:

• Generate accurate SIMRP tax savings projections for your organization.
• Coordinate discovery consultations and enrollment steps with your designated advisors.
• Communicate program updates, compliance notices, and benefit administration guidelines.
• Maintain site security, prevent fraud, and comply with legal obligations.

3. Data Protection & Security

We implement rigorous technical and organizational security measures to protect your information against unauthorized access, disclosure, alteration, or destruction. We do not sell, rent, or trade personal or corporate data to third parties for marketing purposes.

4. Information Sharing

We may share information with trusted third-party service providers (such as calendar scheduling software or secure payroll integration partners) solely to the extent necessary to deliver the SIMRP service. All such providers are bound by strict confidentiality agreements.

5. Chat and Site Analytics

Our chat assistant is provided by an outside vendor. If you use it, your messages are recorded and shared with that vendor and with our customer management system (HighLevel / LeadConnector) so we can respond to you. If you do not want your messages recorded, please call us instead. Please do not include health information in chat or forms.

Our website host (HighLevel) offers site analytics that count page views and time on page and record the referring page and browser type. It runs only if you click Accept in our privacy banner; you can change your choice at any time with Cookie settings, also in the footer. We do not sell your personal information or share it for cross-context behavioral advertising.

6. Your Data Rights

You have the right to request access to, correction of, or deletion of your personal data stored by LH Capital. To exercise these rights, please submit a request to info@lhccapital.org.