Privacy Policy
This policy explains what information First Meets collects, why, who we share it with, and the choices you have.
1. Who this covers
This policy explains what First Meets LLC ("First Meets," "we") collects and what we do with it for three groups: people who visit firstmeets.com ("visitors"), agents and advisors who hold an account or buy appointments ("agents"), and people who book an appointment through a booking page we operate ("prospects"). Booking pages may carry a name other than First Meets. This policy applies to them where it is linked.
2. What we collect
| Group | What | How |
|---|---|---|
| Visitors | Name, email, licensed states, team size and the time you choose | The booking form, when you book a call with us |
| Visitors | IP address and browser details, as part of normal web requests | Our hosting provider and font provider (see section 8) |
| Agents | Name, firm, email, phone, states licensed, license numbers if requested, calendar availability | Account setup and orders |
| Agents | Payment card or bank details | Collected and held by our payment processor, not by us |
| Agents | Appointment history, attendance records, credit balance, support messages | Use of the service |
| Prospects | Name, email, mobile number, state | The booking form |
| Prospects | Answers to the booking questionnaire, such as employment status, retirement plan type, age range, topics to discuss and, if given, a retirement savings range | The booking form |
| Prospects | Whether and when you joined the video call, reschedules and cancellations | The scheduling and video platforms |
| Prospects | Text message consent and opt-outs | The booking form and your replies |
We do not knowingly collect information from anyone under 18.
3. Why we use it
- To schedule, confirm and remind both sides about an appointment.
- To give the agent the prospect's name, contact details and questionnaire answers so they can prepare for and follow up on that appointment.
- To decide whether an appointment was attended and to keep credit balances accurate.
- To take payment, answer support requests and run our business.
- To meet legal obligations and to protect against fraud and abuse.
We do not sell personal information. We do not share a prospect's information with more than one agent. We do not use prospect information to market unrelated products.
4. Who we share it with
- The one agent a prospect's appointment is assigned to. That agent is responsible for their own handling of the information and for following the laws that apply to them.
- Service providers who process data for us: scheduling, booking and video (Cal.com), payments (Stripe), email (Google Workspace), text message delivery, and website hosting (Cloudflare). Each may use the data only to provide its service to us.
- Legal and safety: where the law requires, or to protect the rights and safety of First Meets, agents or prospects.
- A successor if First Meets is sold or merged, under this policy.
5. Text messages
If you opt in on the booking form, we send text reminders about your appointment and nothing else. Message frequency depends on your appointments. Message and data rates may apply. Reply STOP to stop and HELP for help. Opting out of texts does not cancel your appointment, and you will still get email.
6. How long we keep it
- Prospect booking and attendance records: 24 months after the appointment, then deleted or anonymized, unless a dispute or legal obligation requires longer.
- Agent account and transaction records: for the life of the account and 7 years after, for tax and audit.
- Call bookings with First Meets: 12 months.
- Text message consent records: as long as the law requires.
7. Your choices and rights
You can ask us what we hold about you, ask us to correct it, or ask us to delete it. We will respond within 30 days unless the law requires us to keep it. Prospects can decline any questionnaire answer marked optional. Agents can update account details at any time. Residents of states with privacy laws (including California, Texas, Colorado, Virginia and others) have the rights those laws give them, and we honor those rights for everyone. To make a request, email privacy@firstmeets.com.
8. Cookies and analytics
firstmeets.com does not use analytics or advertising cookies and does not track you across other sites. The site loads its typeface from Google Fonts and its booking calendar from Cal.com. Both receive your IP address and browser details when the page loads, and Cal.com uses the cookies it needs to hold your booking. The booking page uses the cookies its scheduling platform needs to hold your booking.
9. Security
Data is held with providers that encrypt it in transit and at rest. Access inside First Meets is limited to the people who need it. No system is perfectly secure. If a breach affects your information, we will notify you as the law requires.
10. Changes
We will post changes here with a new effective date and, for material changes, notify agents by email.
11. Contact
First Meets LLC, Texas. Questions and requests about this policy can be emailed to privacy@firstmeets.com.