Free IUL E-Guide
Annuity Rates
Privacy Policy
Privacy Policy
Effective Date: July 15, 2025

Last Updated: July 2025

The Schofield Advisory Group

A division of CAJS Company LLC
www.theschofieldgrp.com
A. Introduction
The Schofield Advisory Group (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you interact with our services, website, or contact us directly.
B. Information We Collect
a) Personal Information:
We may collect personal data that you voluntarily provide, such as:
  • Full name
  • Email address
  • Phone number
  • Mailing address
b) Non-Personal Information:
We may automatically collect anonymized data for statistical and analytical purposes, including:
  • Browser type
  • Device type
  • IP address
  • Operating system
C. How We Use Your Information
We may use your information to:
  • Provide and personalize our services
  • Respond to inquiries or requests
  • Process transactions and deliver insurance quotes
  • Send important updates, appointment reminders, or marketing communications (with your consent)
Text Messaging Notice:
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Sharing to subcontractors (e.g., customer support) is permitted only for service delivery. All text messaging originator opt-in data and consent will not be shared with any third parties.
D. Disclosure of Information
We do not sell or trade your personal information. We may disclose your information only in the following circumstances:
a) Third-Party Providers:
We may share data with trusted vendors or service providers that help us operate our website and services (e.g., web hosting, SMS delivery, CRM tools).
b) Legal Requirements:
We may disclose your data in response to valid legal requests or regulatory requirements.
E. Cookies & Tracking
Our website uses cookies and tracking technologies to improve your browsing experience. You can control cookie settings through your browser preferences.
F. Your Rights & Choices
You have the right to:
  • Access your personal information
  • Correct inaccuracies
  • Request deletion of your data
  • Withdraw SMS/email consent at any time
To exercise any of these rights, contact us at:
📧 spencer@theschofieldgrp.com
📱 Text: (520) 335‑9250
G. Security
We implement commercially reasonable security measures to safeguard your information. However, no method of transmission or storage is 100% secure.
H. Changes to This Policy
We may update this Privacy Policy periodically. Updates take effect immediately upon posting. Please review it regularly.
I. Contact Us
If you have any questions about this Privacy Policy or your personal data, contact us:
The Schofield Advisory Group
13123 North 145th Way
Scottsdale, Arizona 85259
📧 spencer@theschofieldgrp.com
📱 Text: (520) 335‑9250
📞 Call: (480) 239‑5650
J. Legal References & Compliance Overview
We adhere to applicable U.S. and Canadian privacy regulations. For more information about relevant privacy laws, you may consult:
United States:
Canada:
Please consult legal professionals for guidance on complying with local, state, provincial, and federal privacy laws.
The Schofield Advisory Group
13123 North 145th Way, Scottsdale, Arizona 85259
Text: (520) 335‑9250 | Call: (520) 335‑9250
A division of CAJS Company LLC
Copyright 2025 | The Schofield Advisory Group — All Rights Reserved.