Privacy policy.
1. Introduction
Welcome to Carter and Lee Holdings LLC dba Financial Chess! We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy notice, or our practices with regards to your personal information, please contact us at [email protected]. When you visit our website (the "Website"), and more generally, use any of our services (the "Services", which include the Website), we appreciate that you are trusting us with your personal information. We take your privacy very seriously.
In this privacy notice, we seek to explain to you in the clearest way possible what information we collect, how we use it, and what rights you have in relation to it. Please read this privacy policy carefully, as it will help you understand what we do with the information that we collect.
2. What Information Do We Collect?
We collect personal information that you voluntarily provide to us when you register on the Website, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Website, or otherwise when you contact us.
The personal information that we collect depends on the context of your interactions with us and the Website, the choices you make, and the products and features you use. The personal information we collect may include the following:
• Personal Information Provided by You. We collect names; phone numbers; email addresses; mailing addresses; job titles; contact preferences; and other similar information.
• Payment Data. We may collect data necessary to process your payment if you make purchases, such as your payment instrument number (such as a credit card number), and the security code associated with your payment instrument
3. How Do We Use Your Information?
We use personal information collected via our Website for a variety of business purposes described below.
We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations.
1. To facilitate account creation and logon process.
2. To send administrative information to you.
3. To fulfill and manage your orders.
4. To post testimonials.
5. To deliver and facilitate delivery of services to the user.
6. To respond to user inquiries/offer support to users.
7. To send you marketing and promotional communications.
8. To deliver targeted advertising to you.
9. For other business purposes.
4. Will Your Information Be Shared With Anyone?
We may process or share your data that we hold based on the following legal basis:
1. Consent:
We may process your data if you have given us specific consent to use your personal information for a specific purpose.
2. Legitimate Interests:
We may process your data when it is reasonably necessary to achieve our legitimate business interests.
3. Performance of a Contract:
Where we have entered into a contract with you, we may process your personal information to fulfill the terms of our contract.
4. Legal Obligations:
We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process.
5. Vital Interests:
We may disclose your information where we believe it is necessary to investigate, prevent, or take action regarding potential violations of our policies, suspected fraud, situations involving potential threats to the safety of any person, and illegal activities.
5. Cookies And Similar Technologies
We use cookies and similar tracking technologies on our Website to help customize the Website and improve your experience. A cookie is a small file placed on your device that enables various features and functionality. For example, cookies allow us to understand how you use our Website, improve your user experience, and manage your preferences.
Types Of Cookies We Use
Essential Cookies: These cookies are essential for enabling user movement around our Website and providing access to features such as your profile, purchases, and other secure areas of the Website. This category of cookies cannot be disabled.
Analytics and Performance Cookies: These cookies are used to collect information about traffic to our Website and how users use our Website. The information gathered does not identify any individual visitor and is aggregated. It includes the number of visitors to our Website, the websites that referred them to our Website, the pages they visited on our Website, what time of day they visited our Website, whether they have visited our Website before, and other similar information. We use this information to help operate our Website more efficiently, to gather broad demographic information, and to monitor the level of activity on our Website.
Functionality Cookies: These cookies remember choices you make such as language preference, country location, or other online settings and provide personalized or enhanced features that you select, as well as to remember your settings.
Targeting and Advertising Cookies: These cookies track your browsing habits and location to provide you with advertising in line with your interests. They are also used to understand the effectiveness of advertising campaigns.
Your Choices Regarding Cookies
If you prefer to avoid the use of cookies on the Website, you can disable the use of cookies in your browser settings. Please note that disabling cookies may affect the functionality of the Website and many other websites that you visit. Disabling cookies will usually result in also disabling certain functionality and features of this site and many others.
For more information on how to manage cookies, including opt-out of cookies for various services, visit www.allaboutcookies.org.
Consent for Cookies In locations where it is required by law, we will request your consent to use cookies when you first visit our Website. If you consent to our use of cookies but later wish to opt out, you can adjust your browser settings as described above.
6. How Do We Handle Your Social Logins?
If you choose to register or log in to our services using a social media account, we may have access to certain information about you.
7. How Long Do We Keep Your Information
We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law.
8. Cookies And Similar Technologies
We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law.
9. Do We Collect information From Minors?
We do not knowingly solicit data from or market to children under 18 years of age.
10. What Are Your Privacy Rights?
You have certain rights regarding your personal information, subject to local data protection laws.
11. Controls For Do-Not-Track Features
Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track ("DNT") feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected
12. Do California Residents Have Specific Privacy Rights?
If you are a resident of California, you are granted specific rights regarding access to your personal information.
13. Do We Make Updates To This Policy?
We may update this privacy policy from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible.
14. How Can You Contact Us About This Policy?
If you have questions or comments about this policy, you may email us at [email protected]
What we do.
We connect 100,000+ qualified prospects looking for financial advice, lending, protection, debt help and claims to advisors and brokers every year.
It's all about the numbers.
As a performance marketing agency driven by data, our comprehensive approach ensures promoting successful results, consistently aiming for a positive return on your advertising expenditure.
500+
Project Delivered
$60M+
In Partner Revenue
10,346
Positive Reviews
What We Do
Your proven customer acquisition system that increases conversion rates at every step of the customer journey so you can enjoy record breaking sales.
Effective Lead Generation
Strategically focused on high-intent leads generation tactics from Google, Bing, & YouTube.
Database Reactivation
Turn your old data into fresh appointments and sales, utilising our sales android that never rests.
Appointment Setting
Transform your contact rate and campaign profitability with our appointment setting sales android.
For customers.
Can I Cancel At Any Time?
Yes. You can cancel your paid subscription at any moment by visiting the billing section of your account.
Does NexLevel integrate with other platforms?
Yes. The NexLevel dashboard integrates with almost every platform. Many business owners integrate NexLevel with their existing CRMs so they can see their sales cycle more accurately. The majority eventually replace their entire CRMs and use only NexLevel to manage their entire business, usually at a cost of one-third.
Will my subscription automatically renew?
Yes, a monthly renewal of your subscription is automatic. You are always free to cancel.
Is working on NexLevel easy?
Absolutely! NexLevel can be active in less than an hour. We will direct you to the instructional videos that will show you exactly how to receive your leads as soon as you enter the member's area. You don't need a tech team! However, if you'd prefer to have this all done for you, we do have one accessible.
What if my business has several locations?
If you have multiple locations, you will need one account per location. If so, get in touch with us, and we'll give you a pricing per location.
What kind of assistance do you offer?
You can continue communicate with us easily after first setup! Jump on Zoom calls, live chat, or just email conversations with the team. We promise that you have never experienced customer service like this!
If the answer to your question is not on this page, please contact our experts.
For partners.
Lorem ipsum dolor sit amet, consect adipiscing elit, sed do eiusmod tempor incididunt.
Can I Cancel At Any Time?
Yes. You can cancel your paid subscription at any moment by visiting the billing section of your account.
Does NexLevel integrate with other platforms?
Yes. The NexLevel dashboard integrates with almost every platform. Many business owners integrate NexLevel with their existing CRMs so they can see their sales cycle more accurately. The majority eventually replace their entire CRMs and use only NexLevel to manage their entire business, usually at a cost of one-third.
Will my subscription automatically renew?
Yes, a monthly renewal of your subscription is automatic. You are always free to cancel.
Is working on NexLevel easy?
Absolutely! NexLevel can be active in less than an hour. We will direct you to the instructional videos that will show you exactly how to receive your leads as soon as you enter the member's area. You don't need a tech team! However, if you'd prefer to have this all done for you, we do have one accessible.
What if my business has several locations?
If you have multiple locations, you will need one account per location. If so, get in touch with us, and we'll give you a pricing per location.
What kind of assistance do you offer?
You can continue communicate with us easily after first setup! Jump on Zoom calls, live chat, or just email conversations with the team. We promise that you have never experienced customer service like this!
If the answer to your question is not on this page, please contact our experts.
We will always provide the best service.
We're not in the business of launching rockets. Our specialty lies in cultivating leads from Google, Bing, and YouTube, then seamlessly channeling them to your team instantly. And frankly, we excel at it.
Benefit from leads generated by our already mature campaigns.
Allow us to create custom lead generation campaigns tailored to your brand.
Enhance contact rates with the deployment of our AI sales androids.
Take advantage of our tested systems and technology to maximize your return on advertising spend.
Does a lead generation Include.
Lorem ipsum dolor sit amet, consect adipiscing elit, sed do eiusmod tempor incididunt ut labore mag aliqua sehi fociras ad some sample text here.
Colors
Strategically focused on high-intent leads generation tactics from Google, Bing, & YouTube.
Design
Turn your old data into fresh appointments and sales, utilising our sales android that never rests.
Typography
Transform your contact rate and campaign profitability with our appointment setting sales android.
Our effective lead generation process.
Lorem ipsum dolor sit amet, consect adipiscing elit, sed do eiusmod tempor incididunt ut labore mag aliqua sehi fociras.
Discovery
Revisions
Research & Brand Srategy
Presentation
Sketching
Delivery & Support
Want to get in touch?
Frequently asked questions.
If the answer to your question is not on this page, please contact our experts.
Can I Cancel At Any Time?
Yes. You can cancel your paid subscription at any moment by visiting the billing section of your account.
Does NexLevel integrate with other platforms?
Yes. The NexLevel dashboard integrates with almost every platform. Many business owners integrate NexLevel with their existing CRMs so they can see their sales cycle more accurately. The majority eventually replace their entire CRMs and use only NexLevel to manage their entire business, usually at a cost of one-third.
Will my subscription automatically renew?
Yes, a monthly renewal of your subscription is automatic. You are always free to cancel.
Is working on NexLevel easy?
Absolutely! NexLevel can be active in less than an hour. We will direct you to the instructional videos that will show you exactly how to receive your leads as soon as you enter the member's area. You don't need a tech team! However, if you'd prefer to have this all done for you, we do have one accessible.
What if my business has several locations?
If you have multiple locations, you will need one account per location. If so, get in touch with us, and we'll give you a pricing per location.
What kind of assistance do you offer?
You can continue communicate with us easily after first setup! Jump on Zoom calls, live chat, or just email conversations with the team. We promise that you have never experienced customer service like this!
Costumer review.
See why customers love GHL Elite.
"If you're looking for an all-in-one app to help you increase sales and save time on follow-ups, I would highly recommend NexLevel CRM."
– Rachel Johnson
"Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it."
– Mike Nord
"You never know what you're missing until you try NexLevel. We've been using it for 9 months and it has helped us double our pipeline and close more deals."
– Heather Mathewson
"Since using NexLevel over a year ago, I’ve generated $300k+ in new revenue and saved more than 20 hours per week on administrative tasks like reminders and reschedules."
– Ranjana Muthaliar
Blog
Your proven customer acquisition system that increases conversion rates at every step of the customer journey so you can enjoy record breaking sales.
No blogs found
Financial Chess LLC
5325 S Fort Apache Rd Ste D-219
Las Vegas, NV 89148
(626) 889-6225
Discover
Company
Follow Us
© 2025 Financial Chess LLC. All rights reserved.