Be Better financial Group

Privacy Policy

Privacy Statement

At B.B. Financial Group, located at 1600 McConnor Pkwy 11th Floor, Schaumburg, IL 60173, we value your privacy and are committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website, schedule a consultation, or engage with our digital communications including SMS, email, or other marketing channels.

We comply with all applicable Illinois state privacy laws, the Gramm-Leach-Bliley Act (GLBA), and other relevant federal data-protection regulations that apply to financial and insurance professionals.

Your personal information will never be sold or shared with third parties for marketing purposes.

Information We Collect and How We Use It

We may collect the following types of information to deliver and improve our services:

1. Personal Information

Includes your name, email address, phone number, zip code, and any other details you provide when:

  • Submitting a form on our website

  • Requesting a quote or consultation

  • Opting into SMS or email updates

  • Communicating with our team

2. Communication Data

We maintain records of correspondence when you contact us via email, phone, SMS, or web forms to ensure quality service and compliance tracking.

3. Website Usage Data

Through analytics tools (such as Google Analytics and Meta Pixel), we collect non-identifiable data such as IP address, browser type, device information, and on-site activity to enhance your user experience.

4. Transactional or Service Data

If you engage in a financial consultation or purchase an insurance product through one of our partners, limited data may be shared securely with licensed carriers solely for the purpose of policy processing or underwriting.

How We Use Your Information

Your information is used to:

  • Provide requested insurance quotes, consultations, or financial guidance

  • Communicate relevant updates, reminders, or educational materials

  • Improve our website, services, and client experience

  • Ensure compliance with applicable regulations and contractual obligations

You will only receive marketing communications (SMS, email, or calls) after providing explicit consent via our online form or other compliant opt-in method.

Consent to Communications

By submitting your contact information on our website or opting in to receive messages, you authorize B.B. Financial Group to contact you via SMS, email, or phone for service updates, appointment reminders, and marketing offers.

Standard carrier rates may apply.

You may withdraw consent at any time using the opt-out instructions provided in each message or by contacting us directly.

Opt-Out and Data Rights

You have the right to:

  • Opt out of SMS or email communications at any time

  • Request deletion of your personal data from our systems

  • Request access to the personal data we hold about you

  • Update or correct your information

To exercise these rights, please email info@bebetterfinancialgroup.com or call our office.
We will respond to all verified requests within 30 days.

Data Security

We use administrative, technical, and physical safeguards – including SSL encryption and secure data hosting – to protect your information against unauthorized access, alteration, or disclosure.

While we take every reasonable precaution, no system is completely secure, and we encourage you to avoid sending sensitive information via unsecured channels.

Sharing of Information

We do not sell, rent, or trade your personal information.
We may share limited data only with:

  • Licensed insurance carriers or financial partners for legitimate business purposes

  • Third-party service providers (e.g., CRM systems, scheduling tools) who are contractually bound to protect your data

All partners are required to maintain confidentiality and comply with federal and Illinois privacy regulations.

Accessibility of This Policy

B.B. Financial Group is committed to accessibility and transparency.
If you have difficulty accessing this Privacy Policy or require it in an alternative format, please contact us at info@bebetterfinancialgroup.com.

Policy Updates

We may update this Privacy Policy periodically to reflect regulatory changes or operational improvements.
The effective date at the top of this page will be updated accordingly.

Your continued use of our website or services after any updates constitutes your acceptance of the revised terms.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal data, please contact:

  • info@bebetterfinancialgroup.com
  • (847) 897-8287
  • B.B. Financial Group
    1600 McConnor Pkwy 11th Floor, Schaumburg, IL 60173