Messaging Terms & Consent

The short version

If you give us your mobile number and tick the consent box, we may text you about your request. We will not sell your number, we will not text you about anything you did not ask about, and you can stop it at any time by replying STOP.

Program description

On Point Finances sends text messages to people who have asked us to contact them. Messages relate to your enquiry about life insurance, annuities, or retirement income planning, and may include appointment scheduling and reminders, answers to questions you have asked, and follow-up about your request.

We do not send promotional text blasts, and we do not text people who have not asked to hear from us.

How you opt in

You opt in by ticking the consent box on a form on this website, by giving us your number and permission in person or on a call, or by texting us first. Consent is not a condition of purchase of any product or service.

Message frequency

Message frequency varies and depends on your conversation with us. Most people receive a handful of messages around scheduling. We do not send recurring campaign messages.

Cost

Message and data rates may apply. We do not charge for text messages. Any charges come from your mobile carrier under your own plan.

How to stop

STOP

Reply STOP to any message to opt out. You will receive one confirmation message and then no further texts. You can also ask us to remove your number by calling or emailing us.

HELP

Reply HELP for assistance, or contact us directly using the details below.

Opting out of text messages does not opt you out of email or phone calls. Tell us if you would like us to stop those too, and we will.

Carriers

Carriers are not liable for delayed or undelivered messages. Delivery is not guaranteed and depends on your carrier and device.

Privacy

We do not sell, rent, or share your mobile number or messaging consent with third parties for their own marketing. Full detail is in our Privacy Policy.

When you submit a form on this site, we record the wording of the consent you agreed to, along with the date, time, and the network address it was submitted from. We keep that record so both of us have an accurate account of what was agreed.

Contact

On Point Finances
14585 S Bascom Ave, Los Gatos, CA 95032
(669) 666-6967
ml@opfinances.com