YOUR INFORMATION

Privacy & contact information

When you request the Financial Genetics workbook, we collect the email address and phone number you submit, your follow-up consent, and the request time.

How the information is used

Your contact details are stored by this website and sent to Richard R Allen so he can respond about the workbook and help you organize your financial information. Notification emails are processed by FormSubmit and delivered to Richard’s email provider. Website hosting and database services also process the request.

The form requests permission for personal follow-up by email or text message. It does not sign you up for automated text messages.

Your completed workbook stays with you

This website does not collect your completed workbook. Do not enter Social Security numbers, passwords, financial account details, medical information, or other sensitive worksheet answers into the download form.

Download access and website security

A temporary, essential cookie makes your download available for one hour after a successful request. A short-lived hashed network identifier helps limit abusive form submissions. Contact details are not placed in the download link or in browser storage.

Questions, corrections, or removal

Text Richard to ask about your information, correct your contact details, request removal of your download request, or ask that he stop following up.

Richard R Allen, CLU, ChFC, LUTCF, RSSA
1050 Club House View Ln.
Twin Falls, Idaho 83301
Text Richard: 801-380-4277