Privacy Policy

By submitting this form, you consent to The Incomologists, LLC and their agents/affiliates (collectively, the “Company”) sharing portions of your information with the selected service providers or partners, such as insurance companies or our tax planning and retirement planning teams, to fulfill your request (e.g., health data will only be shared with insurance companies for insurance services, not with tax or retirement planning partners). 

We collect, use, and store your data, including personal and health information, in accordance with our Privacy Policy, which details data categories, recipients, retention periods, and your rights to access, correct, or request deletion of your data. 

You may opt out of marketing communications at any time via the unsubscribe link in our emails. We will not sell your information or use it for purposes beyond what you’ve authorized. For details, review our full Privacy Policy or contact us at Jake@TheIncomologists.com.

By submitting this form, you also agree with the following: the Company provides services on an “as-is” basis and makes no warranties, express or implied, regarding the accuracy or completeness of information provided. To the fullest extent permitted by law, I/we disclaim liability for any damages, including direct, indirect, incidental, or consequential damages, arising from the use of our services or reliance on shared information. I/we agree to hold harmless and indemnify the Company and its officers, members, managers, agents, vendors, subsidiaries, parents, successors, affiliates, employees, agents, and assigns from any claims, losses, or liabilities resulting from my submission of information or unauthorized disclosures by third parties beyond our absolute control.