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Privacy Policy

  

Privacy Policy

Effective Date: 03/10/2026
Company Name: CSE Capital Management and Insurance Services, Inc

CSE Capital Management and Insurance Services, Inc

respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, advertisements, webinars, and services.

  

1. Information We Collect

We may collect the following personal information:

  • Name
  • Email      address
  • Phone      number
  • Employment      status (e.g., federal employee, retiree)
  • Retirement      timeline or financial interests (if voluntarily provided)

We may also collect non-personal information such as IP address, browser type, and interaction data through cookies and tracking technologies (including Meta/Facebook tracking tools).

  

2. How We Use Your Information

We use your information to:

  • Register      you for webinars, seminars, and consultations
  • Send      confirmations, reminders, and event details
  • Provide      educational content regarding federal benefits and financial planning
  • Contact      you regarding our services (via email, phone, or text message)
  • Improve      our advertising and marketing performance

  

3. Sharing of Information

We do not sell your personal information.

We may share your information with:

  • Trusted      third-party service providers (CRM systems, email platforms, advertising      tools)
  • Legal      authorities if required by law

  

4. Marketing & Communication Consent

By submitting your information, you consent to receive communications from [Your Company Name], including emails, phone calls, and text messages related to:

  • Webinar      reminders
  • Financial      education
  • Service      offerings

You can opt out at any time by:

  • Clicking      "unsubscribe" in emails
  • Replying      STOP to text messages
  • Contacting      us directly

  

5. Data Security

We implement reasonable safeguards to protect your information. However, no online transmission is completely secure.

  

6. Third-Party Tools & Advertising

We may use third-party tools such as Meta (Facebook/Instagram) to deliver advertisements and track performance. These platforms may use cookies or similar technologies.

  

7. Federal Benefits Disclaimer

We are a private financial services company. We are not affiliated with, endorsed by, or authorized by the U.S. government or any federal agency, including but not limited to OPM.

  

8. Your Rights

You may request to access, update, or delete your personal information by contacting us at:

Justin@csecapitalmgt.com

  

9. Updates to This Policy

We may update this policy periodically. Changes will be posted with a revised effective date.

  

10. Contact Information

CSE Capital Management and Insurance Services, Inc

Justin@csecapitalmgt.com

858-753-1733 

11440 W Bernardo Ct

Suite 300

San Diego CA 92127

Terms Of Service

  

Terms of Service

Effective Date: 03/10/2026
Company Name: CSE Capital Management and Insurance Services, Inc

By registering for our webinar, seminar, or services, you agree to the following terms:

  

1. Educational Purpose Only

All information provided in our webinars, seminars, and materials is for educational purposes only and should not be considered financial, legal, or tax advice.

  

2. No Government Affiliation

[Your Company Name] is a private company and is not affiliated with, endorsed by, or acting on behalf of any government agency, including the U.S. Office of Personnel Management (OPM).

  

3. Communication Consent

By submitting your information, you agree that we may contact you via:

  • Phone      calls
  • Emails
  • Text      messages

for purposes related to your registration, reminders, and relevant services.

You may opt out at any time.

  

4. No Guarantees

We do not guarantee specific financial outcomes or results based on information provided in our events or services.

  

5. Limitation of Liability

CSE Capital Management and Insurance Services, Inc

is not liable for any decisions made based on the information provided during our events or communications.

  

6. Changes to Terms

We reserve the right to update these terms at any time. Continued use of our services constitutes acceptance of any changes.

  

7. Contact Information

CSE Capital Management and Insurance Services, Inc

Justin@csecapitalmgt.com

858-753-1733 

11440 W Bernardo Ct

Suite 300

San Diego CA 92127


Copyright © 2021  CSE Capital Management & Insurance Services, Inc  - All Rights Reserved.

 Investment advisory services are offered through Wealth Watch Advisors, LLC a SEC registered investment advisor. Wealth Watch and  CSE Capital Management & Insurance Services, Inc are independent from one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. To view Justin Heatherly's ADV Part  B click HERE. To view Wealth Watch Advisors, LLC's Privacy Policy, Wrap Brochure, ADV Part 2A and ADV Part3 CRS click HERE.  

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