360 Business Owner Snapshot
**360 Business Owner Snapshot — Privacy Notice** This Privacy Notice explains how 360 Wealth Consulting, LLC handles information submitted through the 360 Business Owner Snapshot. ### Information collected Depending on how you use the service, the Snapshot may collect: - your name, email address, optional phone number, and optional business information; - your answers to Snapshot questions and your resulting educational Snapshot; - information you provide when requesting a consultation; - account-verification and sign-in records; - consent records showing the disclosure text and version presented to you; - limited technical and security information, such as network address and browser information, used for fraud prevention, rate limiting, security, and audit purposes. The Snapshot is designed not to request Social Security numbers, account numbers, passwords, exact dollar balances, or similar sensitive financial credentials. ### How information is used Information is used to operate and secure the Snapshot, verify accounts, save and present Snapshot results, respond to consultation requests, deliver operational email, maintain audit and consent records, and administer the service. Snapshot answers are used to generate the educational result you request and may be reviewed by authorized staff if you request a consultation. ### Service providers The service relies on third-party infrastructure and service providers to operate hosting, database, identity, backup, and email-delivery functions. Those providers process information as needed to provide those services. ### Retention Unverified prospect records are scheduled for deletion after 14 days. Consent evidence is retained for 2,557 days. Network evidence is retained for 730 days. Website-lead records, if that feature is separately enabled in the future, are configured for 730 days. Some audit, security, legal, or operational records may be retained as required by applicable obligations. ### Account deletion The service provides an account-deletion process for prospect records. Certain consent, audit, security, or suppression records may be retained where the system is designed to preserve evidence or prevent future unwanted email. ### Marketing The Snapshot does not automatically enroll prospects in marketing email. Marketing consent is separate from operational messages required to verify and use the service. Questions about this notice may be directed to 360 Wealth Consulting, LLC, 1017 2nd St SW, Roanoke, VA 24017.

Version v1 · SHA-256 6ea22b45c7ef4ee0ac61deac0a53e1619d42e702d7dab3b11324794c441b5c07