Privacy Policy

Effective Date: August 6, 2026

Beth Januzzi Underhill respects your privacy and is committed to protecting the personal information you share through this website.

This Privacy Policy explains how information is collected, used, stored, and shared when you visit bethjanuzziunderhill.com, submit an inquiry, sign up for communications, or otherwise interact with the website.

For the purposes of this policy, “Beth Januzzi Underhill,” “we,” “us,” and “our” refer to Beth Januzzi Underhill and the business operating this website.

1. Information We Collect

We may collect information that you provide directly, including:

Your first and last name
Your email address
Your phone number
Information included in a contact form or message
Details you provide when requesting information about advisory services, workshops, speaking engagements, investment opportunities, or other services
Communication preferences, including newsletter or marketing subscriptions
Any other information you voluntarily provide

Please do not submit sensitive personal, financial, medical, or account information through a general website contact form.

We may also collect certain information automatically when you visit the website, including:

Internet Protocol address
Browser and device type
Operating system
Approximate geographic location
Pages viewed and links selected
Date, time, and duration of visits
Referring website or source
Cookie and similar technology data

2. How We Use Your Information

We may use personal information to:

Respond to questions, inquiries, and requests
Provide information about services, workshops, speaking engagements, educational resources, or investment opportunities
Schedule or manage consultations and other communications
Deliver newsletters or marketing communications you have requested
Personalize and improve the website experience
Understand how visitors use the website
Maintain the security and functionality of the website
Prevent fraud, abuse, or unauthorized activity
Comply with legal, regulatory, and contractual obligations
Establish, exercise, or defend legal rights

We will only use your information for purposes that are reasonably related to why it was collected.

3. Email Marketing

You may receive promotional emails if you subscribe to a mailing list, request a resource, or otherwise consent to receive communications.

You may unsubscribe at any time by selecting the unsubscribe link included in an email or contacting us directly. Unsubscribing from marketing emails will not prevent us from sending necessary administrative or service-related communications.

Commercial emails are intended to comply with applicable requirements, including providing a clear method for recipients to opt out.

4. Cookies and Similar Technologies

This website may use cookies, pixels, analytics tools, and similar technologies to operate the website, remember preferences, understand visitor behavior, and improve performance.

Cookies may include:

Essential Cookies

These cookies support basic website functions, security, navigation, and form submissions.

Analytics Cookies

These cookies help us understand how visitors interact with the website, including which pages are viewed and how visitors arrive at the site.

Functional Cookies

These cookies may remember preferences or support enhanced website features.

Marketing Cookies

These cookies may be used to measure campaigns or provide more relevant communications, where applicable.

You can control cookies through your browser settings and, where available, the website’s cookie preference tools. Blocking certain cookies may affect how some parts of the website function.

5. Website Hosting and Service Providers

This website is hosted through Wix.com Ltd. Wix may process information on our behalf to provide website hosting, data storage, analytics, form functionality, security, and related services.

We may also use third-party providers for services such as:

Email marketing
Customer relationship management
Website analytics
Appointment scheduling
Video conferencing
Cloud storage
Payment processing
Professional, administrative, or technical support

These providers may access personal information only to the extent reasonably necessary to perform services for us or as otherwise permitted by law.

Their handling of information may also be governed by their own privacy policies and terms.

6. How We Share Information

We do not sell personal information for money.

We may share information:

With service providers that support our website and business operations
With professional advisers, including attorneys, accountants, or consultants
When required by law, legal process, regulation, or governmental request
When reasonably necessary to protect our rights, safety, property, users, or the public
In connection with a merger, sale, restructuring, financing, or transfer of all or part of the business
With your direction or consent

We may also share aggregated or de-identified information that does not reasonably identify an individual.

7. Financial and Investment Inquiries

Information submitted through this website does not create an advisory, fiduciary, insurance, lending, brokerage, or investment relationship.

When you inquire about a financial strategy, insurance-backed solution, private capital arrangement, or investment opportunity, additional information may be requested through a separate and appropriately secured process.

We do not recommend submitting Social Security numbers, bank details, insurance records, tax documents, investment account credentials, or other sensitive financial information through the website’s general contact form.

8. Data Retention

We retain personal information only for as long as reasonably necessary to:

Respond to and maintain a record of inquiries
Provide requested services or communications
Manage legitimate business records
Meet legal, tax, accounting, regulatory, or contractual obligations
Resolve disputes and enforce agreements

Retention periods may vary depending on the type of information, the reason it was collected, and applicable legal requirements.

9. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information from unauthorized access, alteration, disclosure, loss, or misuse.

However, no website, database, transmission method, or storage system can be guaranteed to be completely secure. You provide information online at your own risk.

The Federal Trade Commission recommends that businesses understand what personal information they hold, where it is stored, and who can access it as part of maintaining appropriate data security practices.

10. Your Privacy Choices and Rights

Depending on where you live, you may have the right to:

Request access to personal information we hold about you
Request correction of inaccurate information
Request deletion of certain information
Object to or restrict certain uses of your information
Withdraw consent where processing is based on consent
Request a portable copy of certain information
Opt out of marketing communications
Ask for information about how your data is collected, used, or shared

California law provides qualifying consumers with rights relating to access, deletion, correction, and certain uses or disclosures of personal information. These rights and whether they apply may depend on the nature and size of the business and other statutory criteria.

Visitors covered by the UK GDPR or EU GDPR may also have rights to information about the identity of the data controller, the purposes and lawful bases of processing, recipients, retention periods, international transfers, and available complaint procedures.

To submit a privacy request, contact us using the details below. We may need to verify your identity before completing a request. We will not unlawfully discriminate against you for exercising an applicable privacy right.

11. Do Not Track and Preference Signals

Some browsers offer “Do Not Track” settings or other privacy preference signals. Because there is not one universally accepted standard for responding to every signal, the website may not respond to all such settings.

Where applicable law requires recognition of a valid browser-based opt-out preference signal, we will process that signal as required.

12. International Visitors

The website is operated from the United States. If you visit from another country, your information may be transferred to and processed in the United States or other jurisdictions where our service providers operate.

Privacy and data protection laws in those jurisdictions may differ from those in your location. Where required, reasonable measures will be used to support lawful international data transfers.

13. Children’s Privacy

This website is intended for adults and is not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13. If we learn that such information has been collected, we will take reasonable steps to delete it.

A parent or guardian who believes a child has submitted personal information may contact us using the information below.

14. Third-Party Websites

The website may contain links to social media platforms, partner websites, service providers, investment-related resources, or other third-party websites.

We do not control the privacy, security, accuracy, or content practices of third parties. Visiting an external website is subject to that website’s own terms and privacy policy.

15. Changes to This Policy

We may update this Privacy Policy to reflect changes to the website, services, technology, business practices, or legal obligations.

The revised policy will be posted on this page with an updated effective date. Your continued use of the website after an update indicates your acknowledgment of the revised policy.

16. Contact Us

For questions about this Privacy Policy or to submit a privacy request, contact:

Beth Januzzi Underhill
Cincinnati, Ohio, United States
Email: beth@investingwithbeth.com
Website: bethjanuzziunderhill.com