Communication Policy

Effective Date: March 27, 2026

Strategic Income Group (“SIG,” “we,” “our,” or “us”) is committed to transparent, responsible, and compliant communication practices. This Communication Policy outlines how we collect consent, communicate with you via phone, SMS, MMS, and other channels, and how your communication data is handled.

1. Scope of Communications

Strategic Income Group may communicate with you through:

Phone calls (live or automated)
SMS (text messaging)
MMS (multimedia messaging)
Email communications
Voicemail or ringless voicemail (where applicable)

These communications are used to support our financial planning services and client relationships.

2. Consent to Communicate

By providing your contact information through our website, forms, scheduling tools, or direct interaction, you consent to receive communications from Strategic Income Group, including:

Appointment confirmations and reminders
Service updates and account-related notifications
Educational content and financial insights
Event invitations and follow-ups
Customer support communications

Express Consent (SMS & MMS)

SMS/MMS messages are only sent to users who have provided explicit opt-in consent
Consent may be obtained through:
- Website forms
- Appointment scheduling tools
- Written or verbal confirmation
- Keyword opt-ins (e.g., texting a keyword to join)

3. Message Frequency & Fees

Message frequency may vary based on your interactions with us
Standard message and data rates may apply depending on your mobile carrier
Strategic Income Group is not responsible for carrier fees

4. Opt-Out & User Controls

You may opt out of communications at any time:

SMS / MMS

Reply STOP to unsubscribe
Reply HELP for assistance

Email

Use the unsubscribe link included in emails

Phone Calls

Request to be placed on our Do Not Call list

Once you opt out, you will no longer receive non-essential communications unless required for service-related purposes.

5. Use of Communication Data

We use your communication data to:

Deliver requested services
Manage appointments and client relationships
Improve communication quality and service experience
Maintain compliance with regulatory requirements

6. Data Sharing & Third-Party Providers

We do not sell, rent, or share your personal information for marketing purposes.

We may share information with trusted service providers strictly for operational purposes, including:

Communication platforms (e.g., Twilio for SMS, MMS, and voice services)
CRM and client management systems
Website hosting and analytics providers

SMS Compliance Statement (Twilio / A2P Required)

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes
All SMS opt-in data and consent records are kept confidential
This information will not be sold, rented, or disclosed

Information may be disclosed if required by law or legal process.

7. Call Recording & Monitoring

Phone calls may be recorded or monitored for:

Quality assurance
Training purposes
Compliance and documentation

By engaging in phone communication with us, you acknowledge and consent to such recording where permitted by law.

8. Data Security

We implement administrative, technical, and physical safeguards to protect your information. However, no communication system is 100% secure.

9. Your Rights

You have the right to:

Access your personal information
Request corrections or updates
Request deletion of your data (where legally permissible)
Withdraw consent for communications

10. Changes to This Policy

Strategic Income Group may update this Communication Policy from time to time. Updates will be posted with a revised effective date. Continued use of our services indicates acceptance of these changes.