Privacy Policy

Your privacy matters to us. This document explains our data practices so you can make informed decisions about your relationship with Wela Financial LLC

Privacy Policy

Wela Financial LLC
Effective Date: 05/28/2026

Wela Financial LLC, doing business as WelaConnect (“Company,” “we,” “us,” or “our”), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website and services.


1. Information We Collect

We may collect the following information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Business information

  • Information submitted through website forms

Communication Data

  • Inquiry and communication records

  • Appointment details

  • SMS opt-in consent and timestamps

Technical Data

  • IP address

  • Device and browser type

  • Website usage data


2. How We Use Your Information

We use your information to:

  • Respond to inquiries

  • Provide requested services

  • Schedule and manage appointments

  • Send service-related communications

  • Send SMS messages (only with explicit consent)

  • Maintain consent and communication records

  • Improve our services

  • Ensure security and prevent fraud


3. SMS Messaging & Communications

By providing your phone number and opting in through our website or forms, you consent to receive SMS messages from Wela Financial LLC related to your inquiry and services, including:

  • Responses to inquiries

  • Appointment scheduling and reminders

  • Service-related notifications and updates

  • Account-related communications

  • Marketing messages (only where separate explicit consent is provided)

Message Frequency

Message frequency varies depending on your interaction with our services.

Message & Data Rates

Message and data rates may apply.

Opt-Out

You may opt out at any time by replying STOP to any message.

Help

For assistance, reply HELP or contact us at:

Email: [email protected]
Phone: (708) 586-7000

Data Sharing Restriction

Wela Financial LLC does not sell, rent, or share your phone number or SMS consent with third parties or affiliates for marketing or promotional purposes.


4. Data Sharing & Protection

Wela Financial LLC does not sell, rent, or share personal information, including phone numbers and SMS consent, with third parties or affiliates for marketing or promotional purposes.

Your mobile information will not be shared with third parties for marketing purposes.

We may share information only with trusted service providers (such as SMS platforms, hosting providers, and software vendors) strictly for operational purposes. These providers are contractually obligated to protect your information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


5. Data Security

We implement reasonable safeguards to protect your personal information, including:

  • Encrypted data transmission

  • Restricted access controls

  • System monitoring

While we strive to protect your data, no method of transmission or storage is completely secure.


6. Cookies

We use cookies to:

  • Improve user experience

  • Analyze website performance

  • Store user preferences

You may disable cookies through your browser settings.


7. Your Rights

You have the right to:

  • Request access to your personal data

  • Request corrections to your information

  • Request deletion of your data

  • Withdraw consent at any time

  • Opt out of SMS communications at any time

To make a request, contact:
[email protected]


8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.


9. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.


10. Contact Information

Wela Financial LLC (DBA WelaConnect)

Email: [email protected]
Phone: (708) 586-7000

Main Office
704 Florsheim Dr Ste 13
Libertyville, IL 60048

Phone: 847-281-9582
Toll-Free: 855-426-9352