Privacy Policy

1. Who We Are

Jason Wilhite Holdings, L.C. (“we,” “us”) operates jasonwilhite.com, the member portal, and the related phone line, live sessions and email programs (together, the “Services”). This policy explains what personal information we collect, how we use it, who we share it with, and the choices you have.

2. Information You Give Us

• Account details — name, email address and a password (stored only as a one-way hash, never in readable form).
• Purchase details — when you buy or start a trial, our payment processor collects your card and billing address. We receive a customer reference, what you bought, your plan and its status, and the email and name on the order. We never receive or store your full card number.
• What you enter in the portal — answers to assessments and diagnostics, business plans, capital and investor lists, property analyses, worksheets, and, in the NextGen program, family and household planning information. This can include financial details about you and others; only enter information you are entitled to share.
• Forms and registrations — contact, consultation, advisory, affiliate and webinar forms, and newsletter sign-ups: typically your name, email, phone number and what you tell us.
• Calls and texts — if you call our phone line, the call is answered by an automated assistant. We receive your phone number, and the call is transcribed and summarized so we can follow up. If you ask during a call, we text you the link you requested to that number.
• Live sessions — live coaching sessions may be recorded or transcribed, and a written summary prepared, so members can review them afterwards.
• Messages to us — emails and support requests, and their contents.

3. Information Collected Automatically

• Essential cookies — to keep you signed in, protect forms and remember your cookie choice. These are required for the Services to work.
• Basic site analytics — cookieless, aggregate page-view statistics that do not identify you.
• Analytics with your consent — only if you click Accept in the cookie banner, we use Google Analytics and Microsoft Clarity. Clarity records how pages are used (clicks, scrolling and page interactions, including session replays) to help us fix confusing pages; it masks typed input.
• Advertising measurement with your consent — if we run advertising, we may use pixels from ad platforms (such as Meta or LinkedIn) to measure it. These load only after you accept cookies.
• How you found us — the page you first landed on and the campaign or source in the link (for example, a social post). If you later buy, we attach this to your account so we know which channels work.
• Account activity — sign-ins, course progress, downloads and last-active time.
• Device and log data — IP address, browser and device type, used for security, rate limiting and troubleshooting.

4. How We Use Information

• To create and run your account, membership and purchases, and deliver what you bought
• To process payments, renewals and refunds, and to prevent fraud (including checking that the card's billing address and security code match)
• To power portal features, including AI features that generate drafts, scores and answers from what you enter
• To send account and transaction emails (receipts, password links, trial and billing notices)
• To send newsletters, webinar reminders and offers, which you can unsubscribe from at any time
• To follow up on calls, forms and consultation requests you initiate
• To create personalized content for you, such as a video message that uses your first name
• To understand which pages and channels work, and to improve the Services
• To comply with law, enforce our Terms and protect our rights and users

We do not sell your personal information.

5. Who We Share It With

We share personal information only with service providers that help us run the Services, under contracts that limit their use of it:

• Payment processing — to take payments, run subscriptions and screen for fraud.
• Hosting, database and storage — to run the site and portal and store your data.
• Email delivery — to send account, transaction and marketing email.
• Voice, telephony and messaging — to answer and transcribe calls, run live sessions and send texts you request.
• AI service providers — to process the text you submit to AI features and to summarize calls and sessions.
• Analytics and advertising — only with your cookie consent, as described above.

We may also disclose information when required by law or legal process, to protect the safety or rights of anyone, or as part of a merger, acquisition or sale of assets, in which case this policy continues to apply to the information transferred.

6. Your Choices

• Cookies — decline non-essential cookies in the banner. To change your choice later, clear this site’s cookies and the banner will ask again.
• Marketing email — every marketing email has an unsubscribe link; once you unsubscribe we stop sending them. Account and transaction emails continue while you have an account.
• Texts — we only text a link you asked for during a call. Reply STOP to any text and we will not text that number again.
• Your account — you can update your details in the portal and cancel a membership at any time from Billing.

7. Your Privacy Rights

Depending on where you live (including California, Virginia, Colorado, Connecticut, Utah and other US states, and the UK and EU), you may have the right to know what personal information we hold about you, to get a copy of it, to correct it, to delete it, and to opt out of targeted advertising or “sharing” for cross-context behavioral advertising. Declining cookies in the banner opts you out of that sharing on this site.

To make a request, email hello@jasonwilhite.com. We will verify your request using the email address on your account, respond within 45 days, and will not treat you differently for exercising your rights. You may use an authorized agent, and if we decline your request you may appeal by replying to our response.

8. How Long We Keep It

We keep account and portal data while your account is open and for a reasonable period afterwards so you can return, then delete or anonymize it. Purchase and tax records are kept as long as the law requires. Call and session transcripts and summaries are kept only as long as they are useful for follow-up and member support. You can ask us to delete your data at any time (see Section 7).

9. Security

We use encryption in transit, hashed passwords, access-controlled databases, rate limiting and monitoring. No system is perfectly secure, so we cannot guarantee absolute security; if a breach affects your information, we will notify you as the law requires.

10. Where Data Is Processed

We are based in the United States and process and store information in the United States. If you use the Services from outside the US, your information will be transferred to and processed in the US.

11. Children

The Services are for adults (18+) running or starting a business, and are not directed to children. We do not knowingly collect personal information from children under 13. If you believe a child has given us information, contact us and we will delete it.

12. Changes to This Policy

We will post any changes here with a new effective date. If a change materially affects how we use information we already hold, we will tell you by email or in the portal before it takes effect.

13. Contact

Questions or requests about privacy: hello@jasonwilhite.com.