The Life First Approach

Privacy Policy

Clients
Life First clients retain complete control over their email address database. All email address lists are the client's property.

Send to a Friend
If you wish to Sign Up a Friend for our Monthly Newsletter we will first send an email to your friend asking their permission to send the newsletter. We will mention that you thought they might be interested in receiving the newsletter in the future. We will only keep their email address if they reply to our email requesting to receive our newsletter.

Subscribers
If you are a subscriber, your email address is your personal property. You have every right to stop receiving email anytime you choose and to only receive relevant and wanted email. We will never sell, rent or give out your email address to anyone for any reason. We only collect and hold your email address in order to send you the newsletters you have requested. You can unsubscribe at any time for any reason with zero tears or recriminations. If you ever have a problem with your subscription, contact Kirk Lowe at info@lifefirstapproach.com.

Unsubscribing
It is always easy to unsubscribe to any Life First produced newsletter. Just go to the end of any email we send you and click on UNSUBSCRIBE, then follow the instructions on the form. Make sure you indicate you want to be 'unsubscribed'.

SPAM and Policy Abuse
Despite all of these precautions and policies, there remains the possibility an email will be sent to a person (or a list of people) who will view the email received as un-welcomed solicitation or unwanted email. In some cases this may be due to a misunderstanding between our client and the recipient. In other cases this may be due to an abuse of our email policies. As a first step, we encourage email recipients to first consider if they are indeed part of the "opt-in" email list that this publisher has used. If not, and in light of these potential problems, a special email box has been reserved for reporting SPAM mail and Freedomarketing policy abuse. To file a report, send an email to info@lifefirstapproach.com with ABUSE in the subject heading.

Questions? Concerns?

Please contact Kirk Lowe at info@lifefirstapproach.com or call us at 905.579.7724.

Life First supports the positions and policies of the following organizations:

Association of Chief Privacy Officers
Privacy Officers Association
Direct Marketing Association
Online Privacy Alliance
Coalition Against Unsolicited Commercial Email
Privacy Foundation
Privacy Rights Clearinghouse
Electronic Privacy Information Center

FACT: It has become increasingly clear that people expect more from their financial plans and those who define and manage them. At the same time, the traditional advisor approach is becoming increasing irrelevant to a client who wants to understand the relationship between “life” and “money”. Life First Inc., is committed to helping financial advisors and their clients with a meaningful, thorough approach to defining and achieving the real life benefits that the advisor provides.
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