Privacy Policy - Vision Financial Marketing


The following Privacy Policy describes how VFM, LLC (“VFM”) collects, uses and protects the information you provide to us by use of our website (“Site”) and other online products and services, including email services, marketing services, software and various other applications (individually and collectively, our “Services”).

Your privacy and the protection of your information are of the utmost importance to us. As we continue to develop our Site and take advantage of advancing technologies to improve the services we offer, this Policy will likely change. When we change it, we will post the change(s) to this site. If we change the Policy in a material way, we will provide appropriate online notice to you. This policy is effective as of October 10, 2017.

By registering your information with VFM to create and Account, and by use of this Site, you are agreeing to the terms of this Privacy Policy and consent to the collection and use of your personal information as disclosed herein.

This Privacy Policy uses the following terms to describe the types of personal information we collect. For those who elect to register for a subscription to use our Site, we call “Users” and the customers of our Users are called “Contacts”.


Users provide us with required and optional Personally Identifiable Information as indicated on the Site’s registration forms to register as a member of the Site and become no longer anonymous to us. We use personal information in the data file we maintain about you in order to provide you with the Services offered by the Site, to contact you regarding your subscription, to resolve service and billing disputes, troubleshoot issues, communicate Site and Service updates, upgrades, promotions, events and offers, and to request User feedback regarding our Site and Services.

Additional personal information may be requested should a User elect to order certain add-on Services that are offered on the Site. This additional personal information may vary based on the certain Services you purchase. For instance, by purchasing marketing content to be produced and mailed on your behalf, we’ll request information such as your billing information, shipping information, mailing address, company information, industry, compliance disclaimers, and website.

Non-Users are able to visit the public Site without providing any personal information. However, non-Users are able to provide us with personal information should they choose, such as providing an email address to receive our email updates.

VFM will use cookies, IP address, GPS location and URL information to identify you as a User of the Site while you are logged in, to troubleshoot and to further advance the Site and Services. VFM may also use cookies to provide retargeting advertising on other sites based on your previous interactions with and visits to the Site. Cookies alone do not personally identify you, they simply identify your browser.


As a normal course of business, VFM stores but does not use any personal information entered about Contacts by Users for any reason other than for Users to utilize the Site and Services as intended. For instance, Users may input personal information from their Contacts in order to store, track, upload and use that information for their business purposes such as email communications, mailing services, client services and data and file storage.

We are committed to ensuring that your information is secure. To prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect. You are solely responsible to maintain the security of your Account credentials. If you grant access to other Users of your Account, they will have access to your Contacts personal information through the normal operation of the Site.


Any payment or financial information collected by you through the Site is for subscription and Services billing purposes only. This information is not used by VFM for marketing or promotional purposes. VFM uses a third-party intermediary (Stripe) as the processor of the credit card transaction. This processor is not permitted to store, retain, or use the information provided for anything other than the sole purpose of processing the credit card.


You may make changes to your personal information at any time in the Account Settings section of the Site. For assistance in locating this section, please contact


We will not sell, use, distribute or lease your information, unless required by law to do so. When we ask you to provide certain information by which you can be identified when using this Site, you can be assured that it will only be used in accordance with this statement.