Privacy Policy

Revised: April 3, 2026

The Impact Partnership, LLC (“Impact,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information of financial professionals who interact with our websites and digital properties.

This Privacy Policy describes how we collect, use, disclose, and protect information when you visit impactpartner.com, or any other website, landing page, or digital property that we own or operate and that links to this Privacy Policy, including marketing landing pages hosted on Pardot (Salesforce Account Engagement), digital ad lead forms, webinar/event registration pages, or other marketing automation platforms (collectively, the “Sites”).

This Website and all related Sites are intended for licensed financial professionals only and are not directed to clients, consumers, or the general public.

By accessing or using our Sites, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect information from financial professionals in two ways:

(A) information you provide directly, and

(B) information collected automatically through digital tools, cookies, pixels, and analytics technologies.

A) Information You Provide Directly

Examples include:

• Name
• Business email
• Business phone number
• Business mailing address
• Firm or practice information
• Form submissions (inquiries, event registrations, downloads, webinars, digital ads, etc.)
• Preferences and communication history
• Information provided during Impact Experience or event registration
• Information you provide in lead forms on third-party platforms (e.g., Google, Meta, LinkedIn) where available to us

We do not request or knowingly collect personal information belonging to advisor clients or consumers.

B) Information Collected Automatically

Through cookies, pixels, tags, and analytics tools, we may collect:

• IP address
• Geolocation (approximate)
• Device information (browser, operating system)
• Pages visited and activity on the Sites
• Click behavior and referral source
• Session data
• Engagement with emails and landing pages (including Pardot tracking cookies)
• Advertising interaction data (e.g., ad clicks, conversions, and related events)

This data is used for analytics, site performance, personalization, advertising, measurement/attribution, and security.

 

2. Cookies, Analytics & Tracking Technologies

Our Sites use first-party and third-party tools and technologies, including:

• Pardot/Salesforce Account Engagement cookies and tracking for marketing automation and engagement measurement
• Google Analytics 4 for analytics, performance, and site optimization
• Google Ads conversion tracking, enhanced conversions, and remarketing
• Meta Pixel and, if enabled, Meta Conversions API for measurement, attribution, and audience creation
• LinkedIn Insight Tag for measurement and retargeting, where implemented
• Essential cookies required for website functionality

We may use these technologies to:

• Understand how visitors use our Sites
• Measure marketing performance and conversions
• Improve content and user experience
• Deliver and measure advertising, including retargeting

Your Choices: You can control cookies through your browser settings. If you disable cookies, some features of the Sites may not function properly. Where required by applicable law, we provide consent choices for certain cookies/technologies (e.g., advertising cookies).

 

3. How Google, Meta, and LinkedIn Use Information Collected from Our Sites

Google

We use Google Analytics and Google Ads. Google may use cookies or device identifiers to:

• Measure site engagement and conversions
• Support advertising features such as remarketing
• Help us understand aggregated performance reporting

Google’s use of data from partner sites is governed by Google’s policies:

https://policies.google.com/technologies/partner-sites

 

Meta (Facebook/Instagram)

We use the Meta Pixel and (if enabled) Conversions API. Meta may use pixel and/or Conversions API event data to:

• Measure ad performance and attribution
• Improve ad delivery
• Build aggregated analytics
• Support retargeting and audience creation (including custom and lookalike audiences)

Meta’s policies apply to interactions with Meta technologies:

https://www.facebook.com/privacy/policy

We do not permit Meta to use data we share for Meta’s independent marketing of our business outside providing advertising services to us.

 

LinkedIn

We may use the LinkedIn Insight Tag and LinkedIn advertising products, including Matched Audiences, to:

• Measure campaign performance
• Retarget Site visitors on LinkedIn
• Create advertising audiences using first-party business contact and account data, as described further below

 

4. How We Use Your Information

We use information to:

• Provide requested information
• Register you for Impact events
• Communicate about programs, services, and offerings
• Personalize your experience
• Improve our Sites and marketing communications
• Measure marketing performance and conversions
• Conduct advertising and retargeting to financial professionals
• Analyze engagement with emails, content, ads, and forms
• Operate our CRM and marketing automation systems
• Maintain security and prevent fraud
• Comply with legal obligations

We do not use information to market financial products to consumers.

 

5. Advertising, Retargeting, Audience Matching & Measurement

A) General Advertising Use

We may use information that you provide to us (such as your name, business email, and business phone number) and information collected automatically (such as cookie and pixel data) to deliver relevant advertising and measure performance on third-party platforms, including Google, YouTube, Meta (Facebook/Instagram), and LinkedIn.

 

B) Audience Creation and Matching (Customer Lists / Custom Audiences)

We may create and use advertising audiences in the following ways:

• Retargeting: Showing ads to people who have visited or engaged with our Sites and content.
• Customer Match (Google): Using limited first-party identifiers (e.g., business email) to reach people on Google properties who have previously interacted with our business.
• Enhanced Conversions (Google): Using limited first-party information collected at conversion time (e.g., business email) to improve the accuracy of conversion measurement and attribution.
• Custom Audiences (Meta and LinkedIn): Using limited first-party identifiers (e.g., business email) to create audiences on those platforms for advertising and measurement.
• Lookalike / Similar / Expansion Audiences (Meta and certain platforms): Creating modeled audiences designed to reach people who are more likely to be interested in our offerings based on aggregated traits of an existing audience.

 

C) Privacy-Safe Processing (Hashing)

We may share or upload limited business contact identifiers (such as business email), sometimes in hashed form, to Google to create and use Customer Match audiences for advertising and measurement.

When we use customer list-based audience features (such as Customer Match, custom audiences, or similar features), we may use privacy-safe measures such as hashing (a one-way cryptographic process) before data is uploaded or shared, when supported by the platform.

 

D) Consent and First-Party Data Requirements

We only use identifiers for customer list-based audiences that we collected in a first-party context (for example, information you provide directly to us through our Sites, registration forms, downloads, events, or direct business interactions). Where required by applicable law and platform policies, we obtain your consent for:

• Using your information for targeted advertising, audience matching, and/or measurement; and
• Sharing limited information with advertising partners for these purposes.

 

You may withdraw your consent or opt out at any time as described in Section 8 (“Your Privacy Rights & Choices”).

 

E) No Sale / No Consumer Cross-Context Targeting

We do not sell personal information.

We do not share personal information for cross-context behavioral advertising to consumers.

Our advertising activities are intended to target those identified as financial professionals.

 

6. How We Share Information

We may share information with service providers and partners that help us operate our business, including:

• Salesforce/Pardot (Salesforce Account Engagement)
• Website hosting platforms
• Email delivery providers
• Event management tools
• Analytics and advertising providers (e.g., Google, Meta, LinkedIn)
• Marketing agencies and vendors working on our behalf

These parties are contractually required to use information only to perform services for Impact and consistent with this Privacy Policy.

We may also share information:

• When required by law, regulation, or legal process
• To protect rights, safety, and security
• With your consent or at your direction

 

7. Data Retention

We retain information only for as long as necessary to:

• Provide services and fulfill requests
• Support our relationship with you
• Maintain business records
• Comply with legal obligations
• Resolve disputes and enforce agreements

Retention periods vary by category and system (e.g., Pardot/Salesforce). For advertising audiences created from customer lists and/or engagement signals, we maintain and refresh those audiences only as needed for the purposes described above, and we remove or suppress individuals from such audiences when we receive an opt-out, deletion request, or as otherwise required by applicable law or platform requirements.

 

8. Your Privacy Rights & Choices

Depending on your state or jurisdiction, you may have rights to:

• Access personal information
• Correct inaccuracies
• Request deletion
• Receive information about data collected and disclosed
• Appeal a decision (where applicable, such as Colorado, Virginia, and Connecticut)
• Opt out of targeted advertising and certain data uses
• If you opt out of targeted advertising or withdraw consent, we will suppress your identifiers from Customer Match/custom audience lists where applicable.

To exercise rights, contact: Impactdigital@impactpartner.com

We will verify your identity before responding.

 

Advertising Choices / Opt-Out Controls

In addition to contacting us, you may control or limit targeted advertising through platform settings, including:

• Google Ads Settings (ad personalization controls): https://adssettings.google.com
• Network Advertising Initiative (industry opt-out options): https://optout.networkadvertising.org
• Meta ad preferences and controls within your Meta account settings
• LinkedIn ad settings within your LinkedIn account settings

Please note that opt-outs are typically platform-, browser-, and device-specific and may not eliminate all advertising.

 

9. International Visitors

The Impact Partnership is based in the United States, and our Sites and services are intended for use by financial professionals located in the United States. We do not intentionally target or market our Sites or advertising to individuals outside of the United States.

However, because the internet is global, our Sites may be accessed by visitors from other countries. If you access our Sites from outside the United States, you understand and acknowledge that your information may be transferred to, stored, and processed in the United States, where data protection and privacy laws may differ from those in your country of residence.

By using our Sites, you consent to the processing of your information in the United States in accordance with this Privacy Policy. Unless otherwise required by applicable law, we apply U.S. privacy laws and standards to the collection, use, and disclosure of information under this Privacy Policy.

 

10. Security

We use administrative, technical, and physical safeguards designed to protect information from unauthorized access, misuse, loss, or alteration.

While no system can guarantee absolute security, we implement measures consistent with industry standards.

 

11. Minors

Our Sites are intended for financial professionals aged 18 and older and are not directed to children under 13.

We do not knowingly collect information from minors. If we learn that we have done so, we will delete it.

We do not upload or share information that we know relates to individuals under the age of 13.

 

12. Sensitive Data and Targeting Limitations

We do not use customer list-based targeting or related advertising features to target individuals based on sensitive categories (such as information concerning health conditions, personal financial account details, or other sensitive characteristics) and we take steps to avoid implementing advertising tags on pages that are intended to collect or reveal sensitive consumer information.

We do not engage in advertising practices intended to identify or target an individual specifically in a manner that would be unexpected, intrusive, or inconsistent with this Privacy Policy.

 

13. Changes to This Policy

We may update this Privacy Policy periodically.

The “Last Updated” date reflects the most recent revision.

Continued use of the Sites means you accept any changes.

 

14. Contact Information

The Impact Partnership, LLC

1688 White Circle NW

Marietta, GA 30066

Email: Impactdigital@impactpartner.com

Phone: 800 380 5040