Privacy Policy

Privacy Policy

Last updated: September 21, 2026

This is a general policy, not legal advice — have an attorney review it before relying on it for compliance.

1. What NexPhase Life is

NexPhase Life is operated by NexPhase Consulting LLC. It is a life-event lead generation, education, and associate workflow platform. Visitors can complete a free Life Check, receive a Life Map, and choose to be contacted by an independent LegalShield associate. Independent associates can use NexPhase Ignite to manage routed leads, follow-ups, messages, payments, and optional Ad Fund activity.

2. Information we collect

We collect information you provide directly, including:

  • name, phone number, email address, ZIP code, and optional referral details;
  • Life Check answers and the life events you select;
  • communication consent, opt-out status, call outcomes, messages, and follow-up history;
  • associate account details, rank, subscription status, payment status, and optional Ad Fund settings; and
  • technical, attribution, campaign, referral, analytics, and conversion-tracking information.

3. How we use information

We use information to:

  • generate your Life Map from your Life Check answers;
  • score lead priority and route contact information to an independent LegalShield associate for follow-up;
  • support follow-up by call, text message, or email when you have consented;
  • operate NexPhase Ignite accounts, payments, dashboards, referrals, commissions, and Ad Fund records;
  • protect the platform, prevent misuse, keep audit history, and honor opt-outs; and
  • measure page visits, campaign attribution, and conversion events such as Life Check completion, Ignite application start, and Ignite payment completion.

4. Communications consent and opt-out

When you submit the Life Check contact form or an assessment, you may agree to receive calls, texts, and emails about the information you requested. Text message consent is given to one named independent LegalShield associate — the consent box names them — and is stored against that associate. No other associate may text you on the strength of it. If you arrived without an associate's link, no texts are sent until you tap "Text me from [associate name]" on your results.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out of text messages. Reply HELP for help. Consent is not a condition of purchase. STOP applies across every associate on the platform and is honored on calls and email as well.

5. Who can see lead information

NexPhase routes leads through access rules designed so independent associates see leads assigned or routed to them, not the full lead database. Platform administrators may access information needed to operate the platform, review compliance, support associates, maintain records, and troubleshoot issues.

Text messaging (SMS) and your consent

If you tick the optional consent box or say yes on an associate's phone line, the named associate may text you about your Life Check results, callback and appointment confirmations, and reminders you asked for. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

When you agree to receive text messages, you give that consent directly to the brand named in the request — the individual independent LegalShield associate using NexPhase Life — and to nobody else. Your consent and mobile opt-in data are never sold, rented, traded or transferred to anyone.

6. Service providers and third-party processors

We use service providers to run the platform. These may include Lovable Cloud for data storage and authentication, Stripe for payments, Twilio for SMS and voice features, Resend for email. NexPhase may also use advertising and analytics tools, such as Meta Pixel and Google tag, for measurement. These providers process information for platform operations and are not permitted by us to use personal information for unrelated purposes.

7. No sale of personal data

We do not sell your personal data to unrelated third parties. We route information to the independent LegalShield associate assigned to follow up with you and share information with service providers that help us operate NexPhase Life.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

When you agree to receive text messages, you give that consent directly to the brand named in the request — the individual independent LegalShield associate using NexPhase Life — and to nobody else. Your consent and mobile opt-in data are never sold, rented, traded or transferred to anyone.

8. Cookies, pixels, and analytics

NexPhase may use cookies, local storage, tracking pixels, and similar tools to remember attribution, measure site activity, and record conversion events. Where required, these tools are controlled by consent settings. You can also control cookies through your browser.

9. Retention

We keep information for as long as reasonably needed to provide the platform, maintain lead and communication history, honor opt-outs, meet legal or accounting obligations, resolve disputes, and protect the service. We may retain limited records after an account is closed when needed for compliance, security, audit, billing, or opt-out purposes.

10. Security

We use access controls, account authentication, database access rules, audit records, and operational safeguards intended to protect information. No online system can be guaranteed completely secure, so please use a strong password and contact us if you believe your account or information has been misused.

11. Your choices and rights

You may request access, correction, deletion, or opt-out help by contacting NexPhase Life through the associate who contacted you or through the contact method provided on the site or in platform communications. Text STOP to opt out of SMS and HELP for help. Some records may be retained where required for legal, security, billing, audit, or opt-out reasons.

12. Children

NexPhase Life is not directed to children under 18, and we do not knowingly collect personal information from children under 18.

13. Changes to this policy

We may update this Privacy Policy as the platform changes. The updated version will be posted here with a new effective date. Continued use of NexPhase Life after changes means the updated policy applies going forward.