Savior Compass 360
Tools privacy summary
This plain-language summary explains the privacy boundaries of this decision center. It complements, rather than replaces, Savior Wealth’s formal privacy notices and policies.
Public catalog
You can browse public tool descriptions without an invitation or Compass Profile. The service may process limited technical information needed to deliver and protect the site. Public browsing does not provide Savior with confidential planning answers.
Access codes and sessions
Invitation codes are normalized and cryptographically hashed before comparison. Plaintext codes are not stored. A successful code creates an expiring, secure browser session. Operational records can show that an invitation was used, but must not contain the code or planning answers.
Peace of Mind Checklist
Checklist answers, uploaded documents, recordings, and the editable draft remain in local browser storage on the device you use. They are not silently copied to Savior’s database. Clearing browser storage, changing browsers, or using another device can make that local draft unavailable. Export and back it up intentionally.
Protection Review
Life-insurance policy files are read in your browser for a local summary; the original files are not uploaded or retained by this website. Policy summaries, health answers, coverage values, care assumptions, risk notes, quote ranges and calculated results auto-save only in invitation-scoped browser storage on your device. You can erase them or download an encrypted backup.
Retirement Plan
Ages, assets, savings, spending, income, goals, planning checks, assumptions and calculated retirement results remain in invitation-scoped browser storage on your device. Savior does not receive those entries through the calculator. You can erase the local plan, print a report or download a password-encrypted backup.
Operational activity and secure handoffs
For invited tools, Savior may retain the household invitation key, tool name, allowlisted activity such as opened, started, local-document review, report export and Peace of Mind connection, and the time. If you request a secure link, open or confirm an Advyzon handoff, or request customized quotes, the service also records the handoff type, broad document category/count and the privacy-notice version you acknowledged. These records do not contain health answers, policy contents or values, beneficiary names, filenames, or calculated results. Retention follows Savior’s approved books-and-records and privacy schedule.
Contact and service requests
If you deliberately request access, a quote, secure upload link, discovery meeting or retirement-plan review, Savior stores the contact information, client/prospect status, broad planning topics, request type, consent version, follow-up status and timestamps needed to route and document the request. The access form separately records the required educational-use and local-privacy acknowledgements. It does not attach your local calculator, checklist, policy, health or account data. Prospects may be exported to Savior’s approved CRM process. Existing-client requests identify the invited household and create an open follow-up item for the Savior team.
Weekly Compass and other educational marketing email consent is optional and is not required for access. If selected, the service sends only your email and parsed name to Savior’s Mailchimp audience as a pending double-opt-in request. Existing unsubscribed or cleaned contacts are not automatically resubscribed. You may decline the checkbox or unsubscribe later without affecting an access request.
Optional Compass Profile
The optional profile uses broad, low-risk planning context and stays in this browser. It is not a client record. A future tool must ask before reusing it. You can review, change, or erase it at any time.
Human review and professional advice
Tool results are educational and organizational. They are not legal, tax, investment, insurance, underwriting, securities, or medical advice. Price ranges are not quotes. Important decisions should be reviewed with the appropriate qualified professional.
Questions or a privacy request
Contact Savior Wealth at savior360@SaviorWealth.com or 888-972-8467. Do not email confidential planning records, policies or health information unless Savior has provided an approved secure method.