PPuzz HeritageFinancials
Legal

SMS and Telephone Consent

How our text‑message and telephone communications work.

Compliance notice: All legal, privacy, and disclosure content on this site is provided as a working draft. It must be reviewed and approved by the organization's compliance department and qualified legal counsel before publication. Where a compliance‑approved version of any language is provided by a carrier, regulator, or affiliated organization, that exact wording will replace the draft below.

Program Description

When you check the SMS consent box on our website or on a form provided by a Puzz Heritage Financials representative, you are opting in to receive text messages related to your inquiry, appointment coordination, educational content, service updates, and occasional marketing communications from Puzz Heritage Financials.

Key Terms

  • Consent is not a condition of purchase. Consent to receive SMS or marketing calls is not a condition of purchasing any product or service from Puzz Heritage Financials.
  • Message frequency varies. Message frequency depends on your interaction with us and may vary from week to week.
  • Message and data rates may apply. Standard message and data rates from your wireless carrier may apply.
  • Reply STOP to opt out. You can cancel SMS communications at any time by replying STOP to any message. You will receive a confirmation message and no further messages will be sent.
  • Reply HELP for assistance. Reply HELP to any message to receive contact information for support.
  • Carrier support. Carriers are not liable for delayed or undelivered messages.

Checkbox Requirements

On every form that collects SMS consent, the consent checkbox is not preselected, and links to our Privacy Policy and Terms and Conditions are displayed directly next to the checkbox.

Telephone Consent

When you provide your phone number and grant consent, you agree that a Puzz Heritage Financials representative may contact you at that number, including through automated or prerecorded means, for the purposes described above. You may revoke consent at any time by contacting us.

How to Opt Out

Privacy of Mobile Information

Mobile information collected through the SMS opt‑in process is not sold, rented, or shared with third parties for their own marketing purposes. Information may be shared only with service providers that support the delivery of these messages under contractual obligations.