Cookie Policy

Last Updated: February 26, 2026

This Cookie Policy explains how IAG Wealth Partners (“IAG,” “we,” “us,” or “our”) uses cookies and similar tracking technologies on https://iagwealthpartners.com (the “Site”).

This Policy should be read together with our Privacy Policy and applicable financial privacy disclosures.

1. What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help websites recognize your browser and remember certain information, such as preferences or previous activity.

Cookies may be:

  • Session Cookies – Deleted when you close your browser
  • Persistent Cookies – Stored until they expire or are manually deleted
  • First-Party Cookies – Set directly by our Site
  • Third-Party Cookies – Set by service providers acting on our behalf

2. Types of Cookies We Use

A. Strictly Necessary Cookies

These cookies are required for the operation of the Site and cannot be disabled through our systems.

They may include:

  • Security and authentication cookies
  • Fraud prevention tools
  • Secure session management
  • Consent preference storage

Because IAG Wealth Partners operates in the financial services industry, certain cookies are necessary to protect against unauthorized access and safeguard client interactions.

B. Performance & Analytics Cookies

These cookies help us understand how visitors use the Site by collecting aggregated information such as:

  • Pages viewed
  • Time spent on pages
  • Navigation paths
  • Technical error reports

Analytics data is used to improve Site performance and user experience.

We do not intentionally collect nonpublic personal financial information through analytics cookies.

C. Functional Cookies

These cookies allow the Site to remember:

  • User preferences
  • Form inputs
  • Interface customizations
  • Accessibility selections

Disabling these cookies may reduce certain website functionality.

D. Marketing/Targeting Cookies (If Applicable)

If used, these cookies may track browsing behavior to measure advertising performance or deliver relevant content.

IAG Wealth Partners does not use cookies to collect or disclose nonpublic personal financial information for third-party marketing.

For users in the European Union (EU), United Kingdom (UK), and certain U.S. states, marketing cookies are deployed only with consent.

3. GLBA & Financial Data Safeguards

As a financial services provider subject to the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P, IAG Wealth Partners maintains safeguards to protect nonpublic personal information (NPI).

Cookies used on the Site are designed to:

  • Avoid the collection of sensitive account numbers or financial data
  • Protect secure sessions
  • Support compliance logging

Financial account data submitted through secure portals is governed by our Privacy Policy and financial privacy disclosures, not this Cookie Policy.

4. TrustArc Cookie Consent Management

IAG Wealth Partners utilizes TrustArc consent management technologies to support compliance with:

  • GDPR
  • CCPA/CPRA
  • Other applicable U.S. state privacy laws

Through the TrustArc consent banner and preference center, users may:

  • Accept all cookies
  • Reject non-essential cookies
  • Customize cookie preferences
  • Withdraw previously provided consent

TrustArc also maintains consent audit logs to document regulatory compliance.

To update cookie settings, click the “Cookie Preferences” link in the Site footer.

5. AudioEye Accessibility Tools

Our website partners with AudioEye to improve digital accessibility.

AudioEye tools may use cookies or local storage to:

  • Remember accessibility preferences
  • Store display adjustments
  • Maintain assistive functionality

These cookies are considered functional and enhance usability.

6. Legal Basis for Processing (GDPR Users)

If you are located in the EU/UK:

  • Strictly necessary cookies are processed under legitimate interest.
  • Performance and marketing cookies require your explicit consent.
  • You may withdraw consent at any time through the TrustArc preference tool.

7. Managing Cookies

You may control cookies by:

A. TrustArc Preference Center

Accessible through the Site footer.

B. Browser Settings

Most browsers allow you to:

  • Delete cookies
  • Block cookies
  • Receive alerts when cookies are set

Disabling certain cookies may limit secure functionality.

C. Global Privacy Control (GPC)

Where required by law, we recognize valid opt-out preference signals such as Global Privacy Control (GPC).

8. Data Retention

Cookies are retained only as long as necessary to fulfill their purpose. Retention periods vary based on:

  • Cookie type
  • Regulatory obligations
  • Security requirements

Consent records maintained by TrustArc may be stored for compliance documentation.

9. Updates to This Cookie Policy

We may update this Cookie Policy periodically to reflect regulatory changes or operational updates. Revisions will include an updated “Last Updated” date.

10. Contact Information

IAG Wealth Partners
N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
United States

Phone: (262) 446-8150
Email: iag@lpl.com