Effective Date: 01/01/2025
Last Updated: 09/01/2025

Welcome to NewLeafBenefits LLC’s Legal Hub. This page contains all of our important legal policies, including our Privacy Policy, Website Disclaimer, and SMS Terms & Conditions. Please review them carefully.

Privacy Policy

NewLeafBenefits LLC (“Company,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, how it may be shared, and the choices you have regarding your data.

1. Business Information

Business Name: NewLeafBenefits LLC
Business Address: 23403 E Mission Ave #106b, Liberty Lake, WA 99019
Email: [email protected]
Phone: 877.264.7730

2. Information We Collect

Personal Identifiers: Name, email address, phone number, and mobile number (for SMS communications).

Technical Data: IP addresses, device/browser type, and site usage data via cookies and analytics tools.

Marketing Data: Tracking information from tools such as Facebook Pixel, Google Analytics, and LinkedIn tracking.

3. How We Use Your Information

We use your information to:

Provide consulting services

Send educational and marketing communications

Deliver SMS/text messages (with opt-in consent)

Improve our website and services

Comply with legal and security requirements (including PCI compliance)

4. SMS/Text Messaging (A2P Compliance)

By opting in, you agree to receive SMS/text messages from NewLeafBenefits LLC.

Message Purpose: Updates, reminders, promotions, educational resources

Message Frequency: Varies, but typically no more than 4 per month

Opt-Out: Reply STOP to unsubscribe at any time; reply HELP for assistance

Rates: Message and data rates may apply

Carrier Disclaimer: Carriers are not liable for delayed or undelivered messages

5. Sharing of Information

We do not sell your data. We may share limited data with:

CRM/marketing platforms (e.g., GoHighLevel)

Analytics providers (Google, Facebook, LinkedIn)

Hosting/security providers

6. Payment Processing

We do not directly process payments. Clients referred to processors such as PayTrace, SkyTab, or Stripe are subject to those companies’ policies. We do not store payment card information.

7. Cookies and Tracking

We use cookies, pixels, and tracking tools. You can disable cookies through your browser, though some features may not work properly.

8. Data Security

We protect your information with SSL encryption, access controls, secure storage, and PCI-compliant practices where applicable.

9. User Rights

Access and correct your data

Request deletion

Opt out of marketing

We do not sell your data

To exercise your rights, email [email protected].

10. Data Retention

We retain data indefinitely unless deletion is requested. SMS opt-out requests are honored immediately.

11. Children’s Privacy

We do not knowingly collect information from children under 13.

12. Updates

We may update this Privacy Policy. The “Last Updated” date reflects the latest version.

Website Disclaimer

The information on this website and in related communications is for general informational and educational purposes only.

1. No Professional Advice

The content provided does not constitute legal, financial, tax, or other professional advice. Consult a qualified professional before making decisions.

2. No Guarantees

We make no guarantees regarding:

Accuracy or completeness of information

Business outcomes or financial savings

Uninterrupted access to our Site

3. Third-Party Links

We may link to third-party websites or processors (e.g., PayTrace, SkyTab, Stripe). We are not responsible for their content, policies, or services.

4. Limitation of Liability

NewLeafBenefits LLC is not liable for any damages resulting from use of this Site, reliance on information, or third-party services.

5. No Client Relationship

Use of this Site does not create a consulting relationship. Such relationships are only formed via a signed agreement.

6. Updates

We may update this Disclaimer without notice.

SMS Terms & Conditions

By opting in to SMS/text messaging, you agree to these terms.

1. Consent

By providing your mobile number and opting in, you consent to receive SMS/text messages from NewLeafBenefits LLC. Consent is not a condition of purchase.

2. Message Types

Messages may include service updates, educational resources, promotional offers, and invitations to consultations.

3. Frequency

Message frequency will vary, but typically no more than [3 per month].

4. Opt-Out Instructions

Reply STOP to unsubscribe at any time

Reply HELP for assistance

5. Rates

Message and data rates may apply.

6. Carrier Disclaimer

Mobile carriers are not liable for delayed or undelivered messages.

7. Privacy

We respect your privacy. Your mobile number will only be used for SMS communications consistent with our Privacy Policy.

8. Eligibility

You must be at least 18 years old to enroll.

9. Updates

We may update these SMS Terms at any time.

Contact Us

For any questions about this Legal Hub, please contact:

NewLeafBenefits LLC
23403 E Mission Ave #106b, Liberty Lake, WA 99019
Email: [email protected]