Opt-Out Policy

Last Updated: February 26, 2026

IAG Wealth Partners (“IAG,” “we,” “us,” or “our”) is committed to protecting the confidentiality and security of your Personal Information. This Opt-Out Policy explains your rights and choices regarding how your information is collected, used, and shared through https://iagwealthpartners.com (the “Site”) and in connection with our financial advisory services.

This Policy should be read in conjunction with our Privacy Policy and financial privacy disclosures.

1. Scope of This Policy

This Opt-Out Policy applies to:

  • Website visitors
  • Prospective clients
  • Clients of IAG Wealth Partners
  • Individuals located in the United States, European Union (EU), and United Kingdom (UK)

2. GLBA Opt-Out Rights (Financial Privacy)

As a financial services provider, IAG Wealth Partners complies with the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P regarding the protection of nonpublic personal information (“NPI”).

A. What Is Nonpublic Personal Information?

Nonpublic personal information includes:

  • Financial account information
  • Investment holdings
  • Income and asset information
  • Social Security numbers
  • Transaction histories
  • Other sensitive financial data provided in connection with advisory services

B. Your Right to Opt Out

Under GLBA, you have the right to opt out of certain disclosures of your nonpublic personal information to non-affiliated third parties for purposes not otherwise permitted by law.

IAG Wealth Partners does not sell nonpublic personal information.

If we were to share information with non-affiliated third parties outside of permitted servicing arrangements, you would be provided with notice and the opportunity to opt out.

To submit an opt-out request, contact us at:

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

Certain information sharing cannot be opted out of, including disclosures necessary for:

  • Account servicing
  • Regulatory compliance
  • Fraud prevention
  • Legal obligations

3. Marketing Communications Opt-Out

You may opt out of receiving promotional communications by:

  • Clicking the “unsubscribe” link in email communications
  • Contacting us directly

Please note that transactional or service-related communications (e.g., regulatory notices, account updates) cannot be opted out of if required for compliance purposes.

4. Cookie & Tracking Technology Opt-Out

IAG Wealth Partners uses TrustArc consent management tools to allow users to control cookie preferences.

Through the TrustArc preference center, you may:

  • Accept or reject non-essential cookies
  • Withdraw prior consent
  • Customize tracking preferences

Strictly necessary cookies required for site security and regulatory protection cannot be disabled.

To modify your cookie settings, use the “Cookie Preferences” link in the Site footer.

5. U.S. State Privacy Rights (Where Applicable)

Depending on your state of residence, you may have rights to:

  • Access personal information we collect
  • Request correction of inaccurate information
  • Request deletion of certain data
  • Opt out of targeted advertising (if applicable)

IAG Wealth Partners does not sell personal information.

To submit a state privacy request, contact us using the information below.

We may verify your identity before fulfilling requests.

6. Global Privacy Control (GPC)

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

If your browser transmits a valid GPC signal, we will treat it as a request to opt out of applicable data sharing where legally required.

7. GDPR Data Subject Rights (EU/UK Users)

If you are located in the EU or UK, you may:

  • Withdraw consent
  • Object to processing
  • Request deletion
  • Request restriction of processing
  • Request data portability
  • Lodge a complaint with a supervisory authority

To exercise GDPR rights, contact us in writing at the address below.

8. Identity Verification

For security and regulatory compliance, we may require identity verification prior to processing opt-out or deletion requests.

Failure to verify identity may delay processing.

9. Response Timeframes

We aim to respond to requests within:

  • 30 days (GDPR users)
  • 45 days (U.S. state privacy laws, where applicable)

Extensions may apply where permitted by law.

10. Limitations to Opt-Out Rights

Certain data processing cannot be opted out of, including processing required for:

  • Legal compliance
  • SEC and state regulatory recordkeeping
  • Account servicing and custodial functions
  • Fraud prevention and cybersecurity protection

11. TrustArc Compliance Framework

IAG Wealth Partners utilizes TrustArc privacy compliance technologies to:

  • Manage cookie consent
  • Document privacy preference signals
  • Maintain audit records for regulatory purposes

TrustArc tools support compliance with evolving U.S. and international privacy regulations.

12. Accessibility (AudioEye)

IAG Wealth Partners partners with AudioEye to improve website accessibility.

Accessibility preference settings may be stored through cookies or local storage.

Users may manage these preferences through browser controls.

13. Contact Information

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

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