Privacy Policy

PRIVACY POLICY

Last updated: July 6, 2026

Thank you for choosing to be part of our community at Pinnacle Trax, a brand operated by Sweetpea Works LLC (“Company,” “we,” “us,” or “our“). We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this policy, or our data practices, please contact us at [info@pinnacletrax.com] or by mail at the address listed in Section 13.

When you visit our website (pinnacletrax.com), use our managed hosting platforms, or engage our marketing, CRM, or automation services, you trust us with your personal information. We take that trust seriously. This policy explains what information we collect, how we use it, and what rights you have regarding it. If there are any terms in this policy you do not agree with, please discontinue use of our site and services.

This privacy policy applies to all information collected through our website, our client-facing managed hosting platforms, and any related services, sales, marketing, or events (collectively, the “Services“).

TABLE OF CONTENTS

  1. What Information Do We Collect?
  2. How Do We Use Your Information?
  3. Will Your Information Be Shared With Anyone?
  4. Do We Use Cookies and Other Tracking Technologies?
  5. How Do We Handle Client Data on Behalf of Our Clients?
  6. What Is Our Stance on Third-Party Websites?
  7. How Long Do We Keep Your Information?
  8. How Do We Keep Your Information Safe?
  9. Do We Collect Information From Minors?
  10. What Are Your Privacy Rights?
  11. Controls for Do-Not-Track Features
  12. Do California Residents Have Specific Privacy Rights?
  13. Do We Make Updates to This Policy?
  14. How Can You Contact Us About This Policy?

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In short: we collect personal information that you voluntarily provide to us.

We collect personal information that you provide when you fill out a contact or consultation form, subscribe to our newsletter, book a strategy session through our scheduling tool, or otherwise communicate with us. This may include:

  • Name and business name
  • Email address and phone number
  • Mailing or business address
  • Job title or professional designation (e.g., agent, advisor, planner)
  • License type or industry affiliation, where voluntarily shared
  • Information submitted through website forms, chat, or email
  • Payment and billing information (processed securely through our payment processor; we do not store full card numbers)

Information automatically collected

In short: some information — such as your IP address and browser characteristics — is collected automatically when you visit our Services.

We automatically collect certain information when you visit or use our Services, including device and usage data (browser type, IP address, pages viewed, time spent, referring URLs) gathered through cookies and similar technologies. This information is primarily used to maintain the security and operation of our Services and for internal analytics and reporting.

All personal information you provide must be true, complete, and accurate, and you agree to notify us of any changes.

2. HOW DO WE USE YOUR INFORMATION?

In short: we process your information for legitimate business purposes, to perform our contracts, to comply with legal obligations, and/or with your consent.

We use the information we collect to:

  • Send marketing and promotional communications, including our newsletter and educational content, in accordance with your preferences. You can opt out at any time (see Section 10).
  • Deliver requested services, including managed hosting, CRM setup, drip campaigns, lead generation tools, and AI-produced marketing content, for clients enrolled in our subscription tiers.
  • Send administrative information, such as service updates, billing notices, or changes to our terms and policies.
  • Respond to inquiries and provide support, including scheduling consultations and answering questions about our services.
  • Improve our Services, through data analysis, usage trend tracking, and evaluating the effectiveness of our own marketing campaigns.
  • Protect our Services, including fraud monitoring, security, and abuse prevention.
  • Comply with legal obligations, such as tax, accounting, and recordkeeping requirements.

3. WILL YOUR INFORMATION BE SHARED WITH ANYONE?

In short: we only share information as needed to provide our Services, to comply with the law, or with your consent. We do not sell your personal information.

We may share your information in the following circumstances:

  • Service providers and vendors who perform functions on our behalf, such as hosting providers, our CRM platform (GoHighLevel), email delivery services, payment processors, and our scheduling tool (TidyCal). These providers are only given access to the information necessary to perform their function.
  • Legal compliance, where required to comply with applicable law, subpoena, court order, or governmental request.
  • Business transfers, in connection with a merger, acquisition, or sale of company assets.
  • With your consent, for any purpose you have specifically authorized.

We do not sell, rent, or trade your personal information to third parties for their own promotional purposes.

4. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In short: yes, we use cookies and similar technologies to operate our Services and understand how they’re used.

We use cookies and similar tracking technologies (such as pixels and web beacons) to operate our website, remember your preferences, and analyze traffic. We may also use tracking technologies in connection with our own advertising and retargeting campaigns (for example, on LinkedIn or Google) to reach prospective clients who have previously visited our site. You can control cookie behavior through your browser settings; disabling cookies may affect certain site functionality.

5. HOW DO WE HANDLE CLIENT DATA ON BEHALF OF OUR CLIENTS?

In short: for clients enrolled in our Premium and Platinum managed hosting tiers, we may process data on your behalf as part of delivering CRM, drip campaign, and lead generation services — that data belongs to you, our client, not to us.

Pinnacle Trax provides marketing infrastructure — including CRM setup, automated drip campaigns, and lead generation tools — to independent life insurance agents, retirement planners, and financial consultants. In delivering these services, we may set up and manage systems that collect and store personal information submitted by our clients’ own prospects and leads (for example, someone who fills out a lead form on a client’s website).

In this context, our client is the data controller and Pinnacle Trax acts as a service provider/processor on their behalf. We do not use this data for our own independent marketing purposes, and we handle it according to the instructions and account settings of our client. Questions about how a specific financial professional or agency uses their own client/lead data should be directed to that professional directly.

We do not collect, and this Services do not require the submission of, sensitive financial account numbers, Social Security numbers, or other regulated financial data as part of our marketing infrastructure offerings.

6. WHAT IS OUR STANCE ON THIRD-PARTY WEBSITES?

In short: we are not responsible for the privacy practices of third-party sites linked from our Services.

Our Services may contain links to third-party websites or tools that are not affiliated with us. We cannot guarantee the safety of any information you share with those third parties, and this policy does not apply to their practices. We encourage you to review the privacy policies of any third-party site you visit.

7. HOW LONG DO WE KEEP YOUR INFORMATION?

In short: we retain your information only as long as necessary to fulfill the purposes described in this policy, unless a longer period is required by law.

We retain personal information for as long as needed to provide our Services, maintain client accounts, and meet legal, tax, or accounting obligations. When information is no longer needed, we securely delete or anonymize it.

8. HOW DO WE KEEP YOUR INFORMATION SAFE?

In short: we use reasonable technical and organizational safeguards to protect your information, though no method of transmission is 100% secure.

We implement security measures designed to protect your personal information, including secure hosting infrastructure and access controls. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. DO WE COLLECT INFORMATION FROM MINORS?

In short: no, we do not knowingly collect data from individuals under 18.

Our Services are directed at business professionals and are not intended for individuals under 18 years of age. If we become aware that we have collected personal information from a minor, we will take steps to delete it. Contact us at [info@pinnacletrax.com] if you believe this has occurred.

10. WHAT ARE YOUR PRIVACY RIGHTS?

In short: you may review, update, or request deletion of your personal information, and you can opt out of marketing communications at any time.

You can unsubscribe from our marketing emails at any time using the unsubscribe link included in each message, or by contacting us directly. To request access to, correction of, or deletion of your personal information, contact us at [info@pinnacletrax.com]. We will respond within a reasonable timeframe.

If you are located in the European Economic Area and believe we are processing your data unlawfully, you have the right to lodge a complaint with your local data protection authority.

11. CONTROLS FOR DO-NOT-TRACK FEATURES

Most browsers include a Do-Not-Track (“DNT”) feature. Because no uniform standard for DNT signals currently exists, our Services do not respond to DNT signals at this time. If an industry standard is adopted, we will update this policy accordingly.

12. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

In short: yes, California residents have certain rights under California law, including the right to request information about data disclosures.

Under California Civil Code Section 1798.83 (“Shine the Light” law), California residents may request, once per year and free of charge, information about categories of personal information (if any) we have disclosed to third parties for their direct marketing purposes. To make such a request, contact us using the information in Section 14.

13. DO WE MAKE UPDATES TO THIS POLICY?

In short: yes, we may update this policy periodically, and will indicate changes with a revised date.

We may update this privacy policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. Material changes will be indicated by an updated “Last updated” date at the top of this page. We encourage you to review this policy periodically.

14. HOW CAN YOU CONTACT US ABOUT THIS POLICY?

If you have questions or comments about this policy, you may contact us at:

Pinnacle Trax a Sweetpea Works LLC company 800 Central Ave. Jefferson, LA 70121