A little clarity, at your pace
Privacy Policy
This page explains how information entered in the quiz is used.
Information and follow-up
When you submit the quiz, we collect your ZIP code, your quiz answers, and the first name, last name, email address, and phone number you enter. We use this information to show your Financial Confidence Score and to follow up with you by call, text, or email, including automated messages. You can reply STOP to opt out of texts at any time.
Services we use
Your quiz answers and contact details are sent to LeadConnector, which we use to manage follow-up and to book 15-minute calls. Internal email alerts let the SBC team know a quiz was submitted so someone can follow up.