Funnels and Setters is a business-to-business marketing firm that provides lead generation, appointment setting, and sales support services to licensed financial advisors across the United States and Canada. We do not provide financial, legal, or tax advice.

We collect personal information when individuals:

• Fill out lead generation forms or surveys
• Engage with our marketing materials (e.g., Facebook ads)
• Book appointments via our CRM tools
• Communicate with our appointment setting team

Funnels and Setters does not monitor or approve the financial content, sales presentations, or advice delivered by any advisor. We encourage all clients to consult with their internal compliance departments before engaging with any marketing or prospecting strategy.

Types of information collected may include:

• Name
• Email address
• Phone number
• Province or State of residence
• General financial goals (e.g., retirement readiness, tax efficiency)

Survey responses related to financial needs or intent
We do not collect Social Insurance Numbers, Social Security Numbers, account balances, or other sensitive financial data.

Connect individuals with licensed financial advisors

• Schedule and confirm appointments
• Deliver email and/or SMS confirmations and reminders
• Provide advisors with context to personalize their discovery process
• Improve ad targeting and lead quality

All leads provide prior express written consent through a clear opt-in process before being contacted. This includes:

• Explicit agreement to be contacted by phone, SMS, and email
• Acknowledgement that the outreach will come from a licensed financial advisor
• Agreement to receive follow-ups for scheduling and appointment purposes

Our consent process is designed to comply with:

• The U.S. Telephone Consumer Protection Act (TCPA)
• Canada’s Anti-Spam Legislation (CASL)
• The CAN-SPAM Act (for U.S. email marketing)

All consent logs are timestamped and stored securely in our system.

Funnels and Setters:

• Does not sell, rent, or share your information with third parties
• Shares your information exclusively with one licensed advisor based on your location and expressed financial needs
• Requires all advisors to be properly licensed and authorized in their jurisdictions

Your data is never shared with other marketing firms, lead brokers, or unrelated advisors.

We retain personal information for as long as necessary to fulfill the purpose it was collected for, or as required by applicable laws. All data is stored securely using encrypted systems, and access is restricted to authorized personnel only.

We use secure cloud storage and CRM platforms hosted in North America that comply with industry security standards.

Depending on your jurisdiction, you may have the following rights:

• Access the personal information we hold about you
• Request corrections to inaccurate data
• Request deletion of your information from our systems
• Withdraw consent at any time

To exercise any of these rights, contact:

compliance@funnelsandsetters.com

We will respond to all verified requests within a reasonable timeframe, subject to applicable laws.

Our website may use cookies or analytics tools (such as Meta Pixel or Google Analytics) to measure performance and improve user experience. No personal financial data is collected through these systems.

You can manage or disable cookies through your browser settings.

Funnels and Setters operates in Canada and serves clients in both Canada and the United States. Some data may be stored in or accessed from servers in either country. We take appropriate measures to ensure that cross-border data transfers comply with applicable legal protections.

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Material changes will be communicated via email or a banner notification on our site.

For questions about this policy or your personal information, please contact:

Funnels and Setters – Compliance Team

compliance@funnelsandsetters.com