Privacy Policy

Last Updated: 12 Jan 2026

This Privacy Policy explains how STARR Investments & Benefits (“Business,” “we,” “us,” “our”) collects, uses, and protects information when you visit our website, interact with our pages, complete forms or assessments, book an appointment, make a purchase, or otherwise communicate with us.

This website is operated by STARR Investments & Benefits and may be built and hosted using the Trusted Agent Engine platform (“Platform”). The Business decides how information is used for its services, and the Platform provides technical tools that help the Business operate its website, communications, scheduling, and related workflows.

1) What We Collect

A. Information you provide

Depending on how you interact with us, we may collect:

• Contact details (name, email address, phone number)

• Business/professional details (company name, industry, location, role, goals, challenges)

• Assessment and form responses (answers, selections, uploads if enabled, and related notes)

• Scheduling details (availability, appointment notes, confirmations)

• Messages and communications (emails, form messages, chat messages if enabled, call notes)

• Purchase and billing details (billing name/address, items purchased, transaction details)

B. Payment processing (Stripe)

Purchases may be processed through Stripe. Payment details you enter are handled through Stripe’s systems. We typically receive limited transaction information (such as payment status, amount, and transaction identifiers). We do not intentionally store full card numbers on our servers.

C. Information collected automatically

When you visit our site, we may automatically collect:

• Device and browser details (browser type, operating system, device identifiers)

• Usage data (pages visited, clicks, scrolls, time on page, referring/exit pages)

• Approximate location (derived from IP address)

• Technical identifiers used to operate the site and measure performance

2) Cookies, Pixels, and Similar Technologies

We use cookies and similar technologies for essential site operation, measurement, and improvement. Depending on your settings and the tools in use, these technologies may store or read identifiers on your device.

A. Analytics and tag management (GA4 + GTM)

• Google Analytics 4 (GA4) helps us understand site activity (for example page views, button clicks, and form interactions).

• Google Tag Manager (GTM) helps us manage and deploy tags and site events.

B. Session replay and behavior analytics (Microsoft Clarity)

We use Microsoft Clarity to understand how visitors interact with pages (for example scrolling, clicking, and page usability). Clarity may record interaction signals and page-level behavior to help improve the user experience.

C. Advertising measurement (Meta Pixel)

We use the Meta Pixel to measure ad performance and understand which actions occur after ads (for example viewing a page, submitting a form, or completing a purchase). Meta may use cookies or similar technologies to connect these events to advertising results.

3) How We Use Information

We use information for purposes such as:

• Providing requested services (assessments, scheduling, consultations, delivery of purchased items/services)

• Processing transactions and sending confirmations/receipts

• Communicating with you (responding to inquiries, sending service updates)

• Operating and improving our website, offers, and user experience

• Security and integrity (fraud prevention, troubleshooting, access control)

• Legal and compliance needs (recordkeeping, tax/accounting, responding to lawful requests)

Where required, we rely on consent for certain cookie-based measurement and advertising features.

4) When Information May Be Disclosed

We do not exchange personal information for money.

Information may be disclosed only as needed for legitimate operations, including:

• Service providers that support business functions (for example website hosting, CRM tools, appointment scheduling, analytics tools, session replay tools, communications tools, and payment processing such as Stripe). These providers are permitted to use information only to provide services for us and must protect it.

• At your direction (for example, if you request coordination with an organization you select)

• Legal, safety, and compliance needs (for example responding to lawful requests or protecting rights and safety)

• Business changes (for example a merger, acquisition, reorganization, or transfer of assets), with appropriate safeguards

5) Text Messaging and Mobile Information

If you provide your phone number and opt in, you consent to receive text messages from STARR Investments & Benefits about scheduling, your inquiry, your assessment, and service-related updates. Message frequency varies. Message and data rates may apply.

• Opt out: Reply STOP

• Help: Reply HELP or email [email protected]

• Consent is not required as a condition of purchase.

Mobile information use limitations

• Mobile information is not used by outside companies for marketing or promotional purposes.

• Text messaging opt-in and consent information is used only to deliver text messages you requested, including through aggregators and text message service providers involved in message delivery.

6) Your Choices and Privacy Controls

A. Cookie controls

You can adjust cookie settings through your browser. If we provide a cookie preferences tool on our site, you can use it to manage optional cookie categories.

Blocking some cookies may impact site functionality.

B. Advertising and measurement controls

You can reduce cookie-based advertising measurement and optimization by using available cookie controls on our site (if offered), adjusting browser privacy settings, and using platform-level ad preference controls where available.

C. Global Privacy Control (GPC)

Some browsers and extensions provide a signal known as Global Privacy Control (GPC). Where required, we treat GPC as a request to limit certain cookie-based uses associated with targeted advertising.

D. Communication preferences

• Email: Use the unsubscribe link in emails (when available) or contact us to update preferences.

• Text messages: Reply STOP.

7) State Privacy Rights Requests (Access, Correction, Deletion, Opt-Out)

Depending on where you live and our applicable obligations, you may have rights to request:

• Access to certain personal information we maintain

• Correction of inaccurate information

• Deletion of certain information

• A portable copy of certain information

• Opt-out of certain processing, including targeted advertising in some jurisdictions

• Limiting certain uses of sensitive information, where applicable

How to submit a request

Email [email protected] with the subject line “Privacy Request” or call 509-922-8642.

Verification

To protect your information, we may request additional details to confirm your identity before completing certain requests.

Authorized agent

Where applicable, you may designate an authorized agent to submit a request for you. We may require proof of authorization and may verify your identity directly.

Appeals

If we decline your request, you may appeal by emailing [email protected] with the subject line “Privacy Appeal.”

8) Sensitive Information

We ask that you do not submit sensitive information through free-form fields unless it is specifically requested and necessary for your requested service. If you provide sensitive information, we use it only for the purpose you intended and as permitted by applicable law.

9) Data Retention

We keep information only as long as reasonably necessary for:

• The purposes described in this Privacy Policy

• Legal, tax, accounting, and compliance obligations

• Resolving disputes and enforcing agreements

Retention periods vary depending on the type of information and how it is used.

10) Security

We use administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is completely secure. You are responsible for using secure devices and protecting any credentials you may use.

11) Children’s Privacy

Our services are not intended for children under 13, and we do not knowingly collect information from children under 13. If you believe a child has provided information, contact us so we can take appropriate steps.

12) International Visitors

If you access our services from outside the United States, your information may be processed in the United States or other locations where our service providers operate. Those locations may have different privacy laws than your jurisdiction.

13) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Last Updated” date reflects the most recent revision. If changes are material, we will provide an appropriate notice on the site.

14) Contact Us

STARR Investments & Benefits
Attn: James Brown
Address: 9016 E Indiana Ave Ste-C, Spokane Valley Washington 99212
Phone: 509-922-8642
Email: [email protected]