At Prospera Financial, we prioritize your privacy and are committed to protecting your personal information. This summary provides an overview of how we collect, use, share, and safeguard your information.
Information We Collect
How We Use Your Information
We use your information to provide and improve our services, communicate with you, and comply with legal obligations.
Information Sharing
We share your information internally with affiliated companies to provide comprehensive services. We do not sell your personal information to third parties.
Your Rights
You have the right to access, correct, or delete your personal information. For residents of the EU and California, additional rights under GDPR and CCPA apply.
Data Security
We implement industry-standard security measures to protect your information.
Contact Us
If you have any questions or concerns about our privacy practices, please contact us using the contact us form.
Copyright © 2024 Prospera Financial, LLC - All Rights Reserved.
Prospera Financial is a separate entity providing insurance products and solutions, owned by Chad Heberly. These offerings include life insurance, annuities, and other safe money solutions designed to support your financial goals.
While Prospera Financial operates independently, Chad Heberly also owns Prospera Investment Advisors, a registered investment advisory firm providing fee-based financial planning and investment management services. This common ownership may create potential conflicts of interest when insurance products are recommended to clients of Prospera Investment Advisors. Insurance products offered through Prospera Financial may involve commission-based compensation, which differs from the fee-based structure of investment advisory services.
Prospera Financial is committed to ensuring that all recommendations are based on your individual financial goals, needs, and best interests. For more information about our services or to address any concerns about conflicts of interest, please contact us using the contact form.