SMS Terms & Conditions

The following Terms and Conditions apply specifically to Significant Wealth Partners’ use of SMS to communicate with you about your accounts. These SMS-specific Terms and Conditions supplement our Privacy Policy, which is available by request or electronically on our website.

1. SMS Consent Communication:

The phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications:

If you have consented to receive text messages from Significant Wealth Partners, you may receive messages related to the following:

  • Financial Planning

  • Roth Conversions

  • Social Security Strategies

  • Hedge Funds

  • Risk Free Rates

Example: "Should you convert your 401k/IRA to a Roth IRA?  click this link for a free report.  https://swp-roth-conversion-analysis.netlify.app/   Reply STOP to opt out.”

3. Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to Roth Conversions, Financial Planning, Hedge Fund or Social Security Strategies, or other Significant Wealth Partners related marketing content.

4. Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5. Opt-In Method:

You may opt-in to receive SMS messages from Significant Wealth Partners in the following ways:

  • Verbally, during a conversation with your advisor

  • By submitting an online form via our website

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly at (847) 639- 7830 to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Alternatively, you can get help directly from us at https://www.mysignificantwealth.com/.

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms or speak directly with your Significant Wealth Partners advisor.

8. Standard Messaging Disclosures:

  • Message and data rates may apply.

  • You can opt-out at any time by texting “STOP.”

  • For assistance, text “HELP” or visit our Privacy Policy and SMS Terms and Conditions pages on our website.

  • Message frequency may vary.