Privacy Policy Last updated: June 9, 2026
Lift Wealth Strategies ("we," "us," or "our") operates liftwealth.net. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or submit your contact information.
Information We Collect
We collect information you voluntarily provide, including your first name, email address, and phone number when you request a free guide or book a consultation.
How We Use Your Information
We use your information to deliver requested materials, send financial education content, and contact you about tax-free retirement planning strategies and life insurance services. We do not sell your personal information to third parties.
Text Message Communications
By providing your phone number and checking the consent box on our forms, you agree to receive text messages from Lift Wealth Strategies. Message and data rates may apply. Message frequency varies. Text HELP for assistance. Reply STOP at any time to opt out.
Cookies
Our website may use cookies to improve your experience. You can instruct your browser to refuse cookies, though some features may not function properly.
Third-Party Services
We use third-party platforms including GoHighLevel (CRM and page hosting) to manage communications. These services have their own privacy policies governing data use.
Data Security
We implement reasonable security measures to protect your information. No method of transmission over the internet is 100% secure.
Your Rights
You may request to access, correct, or delete your personal information at any time by contacting us at [email protected].
Contact Us
Carl G. Bullard | Lift Wealth Strategies Parkland, Florida [email protected] liftwealth.net/book-consultation
This is an advertisement. LIFT WEALTH STRATEGIES℠ is a service mark of Carl Bullard; no claim is made to the exclusive right to use WEALTH STRATEGIES apart from the mark as shown.
Carl G. Bullard is a licensed life insurance agent (FL #W838079), licensed in multiple states, and an independent agent with Global Financial Impact (GFI). He is not an attorney, a CPA, or a registered investment adviser. All content is educational, is not individualized financial, legal, tax, or investment advice, and is not a recommendation to transfer any security or retirement account, including a TSP or 401(k).
Life insurance and annuity products are not FDIC insured, not bank guaranteed, and may lose value. Guarantees rest solely on the issuing carrier's claims-paying ability. Coverage is subject to underwriting and is available only where the agent is licensed. Death benefits apply only while the policy is in force and are reduced by any outstanding loan. Tax-free distribution treatment requires that the contract not be a modified endowment contract, that the policy stay in force, and that loans be managed; tax law may change, so consult your own CPA. Caps, participation rates, and spreads are declared by the carrier and may change, and surrender charges apply in the early policy years. Replacing an existing policy or annuity may not be in your best interest and is subject to state replacement regulations. Individual results vary.