ALIFTS LLC

PRIVACY POLICY

Effective Date: October 16, 2026

Website: www.aliftsllc.com

1. Our Commitment to Your Privacy

ALIFTS LLC ("ALIFTS," "we," "us," or "our") respects your privacy and is committed to protecting the personal information entrusted to us.

We recognize that individuals, families, business owners, and professional advisors may share personal, financial, business, and family information when exploring our programs and services. We believe that information deserves to be treated with confidentiality, care, and respect.

Our Privacy Commitment: ALIFTS LLC will never sell, rent, or provide website visitors' contact information to third parties for their own marketing purposes.

This commitment applies to information collected through our website, including names, email addresses, telephone numbers, and other contact information voluntarily provided by visitors.

This Privacy Policy explains what information we may collect, how we use it, when it may be disclosed, and the measures we take to protect it.

2. Information We Collect

We may collect information in the following categories.

1. Information You Voluntarily Provide

When you contact ALIFTS, complete a website form, request information, or communicate with us, we may collect:

• Your name
• Email address
• Telephone number
• Mailing address, if provided
• Business or professional affiliation
• Areas of interest in our programs and services
• Information included in messages or inquiries
• Other information you voluntarily provide

1. Financial, Business, and Family Information

If you choose to explore or participate in ALIFTS programs, including Family Impact, the Funded Insurance Trust (FIT), or related services, additional information may be requested through separate communications or appropriate application processes.

Depending on the program, this may include information concerning financial circumstances, business ownership, estate-planning objectives, insurance needs, family circumstances, or other relevant matters.

Such information will be collected and handled in accordance with applicable legal requirements and any additional privacy notices or authorizations associated with the particular service.

1. Information Collected Automatically

When you visit our website, certain technical information may be collected automatically by our website hosting provider or other technology services, including:

• Internet Protocol (IP) address
• Browser and device type
• Operating system
• Pages visited and website interactions
• Date and time of visits
• Referring website addresses
• Cookies and similar technologies, where used

This information may help us maintain website functionality, security, and performance.

3. How We Use Your Information

ALIFTS may use personal information for the following legitimate business purposes:

1. Responding to questions, inquiries, and requests for information.
2. Providing information about ALIFTS programs, services, and educational resources.
3. Evaluating requests for participation in programs or services.
4. Communicating with prospective and existing clients and professional advisors.
5. Coordinating requested services with appropriate professionals and organizations.
6. Maintaining business records and administering our operations.
7. Improving website functionality, security, and visitor experience.
8. Complying with applicable legal, regulatory, and contractual obligations.
9. Preventing fraud, unauthorized activity, and misuse of our services.

We will not use information for materially unrelated purposes without appropriate notice or consent when required by applicable law.

4. We Do Not Sell or Rent Contact Information

ALIFTS LLC will never sell, rent, or provide website visitors' contact information to third parties for their own marketing purposes.

This means:

• We will not sell or rent website visitor contact lists.
• We will not provide website visitor contact information to outside companies for their independent advertising or marketing campaigns.
• We will not allow third parties to use contact information submitted through our website for unrelated marketing solicitations.

This commitment does not prevent ALIFTS from sharing information with authorized professionals or service providers when reasonably necessary to respond to a visitor's request, deliver requested services, or satisfy applicable legal obligations, as explained below.

5. When Information May Be Shared

ALIFTS recognizes that certain financial, insurance, estate-planning, and family-related services require coordination among multiple professionals.

Depending on the nature of the services requested, information may be disclosed to:

• Insurance companies and authorized insurance professionals
• Banks, lenders, and other financial institutions
• Attorneys and estate-planning professionals
• Certified public accountants and tax advisors
• Trustees and trust administration professionals
• Financial advisors and other authorized professional representatives
• Technology providers and other service providers supporting our operations
• Regulatory, governmental, or legal authorities when disclosure is required or otherwise permitted by law

Information will be shared only when appropriate for the requested services, with authorization when required, or as otherwise permitted or required by applicable law.

Professionals and service providers receiving information are expected to handle it in accordance with their applicable confidentiality, contractual, professional, and legal obligations.

Information provided for a requested service will not be provided by ALIFTS to third parties for their independent marketing purposes.

6. Confidential Financial, Insurance, and Family Information

ALIFTS understands that financial planning, insurance arrangements, estate planning, and family legacy planning may involve particularly sensitive information.

We seek to limit the collection and disclosure of such information to what is reasonably necessary for legitimate business purposes.

Where appropriate, sensitive information may be collected through separate applications, secure communication methods, or authorized professional channels rather than through general website contact forms.

Visitors should not submit Social Security numbers, financial account numbers, detailed medical records, or other highly sensitive information through general website forms or unsecured email.

Additional privacy notices, authorizations, or disclosures may apply when information is collected or processed by insurance companies, lenders, trustees, financial institutions, or other regulated entities.