Messaging Terms and Conditions

Program and scope

If you opt in, you may receive messages from Lifeway Financial for account servicing, for example reminders, document requests, security notices, and verification messages; and, only if separately opted in, educational and marketing updates. “Messages” include text messages, including SMS and MMS delivered via short code or ten-digit numbers, and may include in-app or portal notifications where applicable. Message frequency varies; your carrier’s message and data rates may apply to text messages. The program is available to U.S. mobile numbers; you must be 18 or older to enroll.

Consent and enrollment

Consent for marketing texts is not required for advisory services. By enrolling, you confirm you are the customary user of the number provided and authorize us to send messages to that number. Our sender ID, short code, or ten-digit number may change from time to time.

Marketing versus servicing

Consent for marketing messages is separate from consent for account-servicing messages. You may opt out of marketing and continue to receive servicing messages by contacting us to adjust your preferences. An in-channel STOP request on text will stop all texts to that number unless you re-enroll.

Opt out and help

For text messages, reply STOP to end; we also honor END, CANCEL, UNSUBSCRIBE, and QUIT, and we will send a one-time confirmation. To re-subscribe later, reply START or contact us. Reply HELP for help or contact help@lifewayfinancial.com or (972) 378-3677.

Sensitive information

Do not send account numbers, Social Security numbers, money-movement instructions, or trade instructions by text; we will direct you to secure channels, such as our client portal or encrypted email.

Privacy

We use your mobile number only for the messaging program you selected. We do not sell your number; we do not share it with affiliates or non-affiliates for their marketing. If a message includes a link, we may record that it was clicked to improve delivery and measure engagement; we do not sell this information.

Recordkeeping and supervision

We retain and supervise messages sent to or from our business numbers in accordance with our books-and-records and information-security policies

Carriers and delivery

Wireless carriers are not liable for delayed or undelivered messages; delivery depends on carrier performance and device compatibility.

Number Changes

Before you change, transfer, or deactivate your mobile number, please reply STOP from that number or notify us at help@lifewayfinancial.com so we can prevent messages to a new holder.

Messaging Terms Changes

We may change or terminate the program at any time; material changes will be effective upon posting in this Privacy Policy or on our information page.

For the full version of our Messaging Terms & Conditions, including opt-out instructions and change notices, please see our stand-alone Messaging Terms & Conditions page.