Privacy and data handling

When you submit the quiz, SBC Inheritance Education receives your first and last name, email, phone number, ZIP code, investable asset range, and your quiz answers. Your Inheritance Readiness Score and band are calculated from your answers and saved with your submission. SBC Inheritance Education uses this information to follow up with you by call, text, or email and to offer eligible households a 15-minute call, as described in the notice shown directly under the submit button. Consent to be contacted is not a condition of service. Reply STOP to opt out of texts.

Lead alerts containing submitted contact details, quiz answers, qualification and consent timestamp are emailed to the SBC team through Resend, an email delivery provider. Scheduling is hosted by LeadConnector. For eligible completed leads, the LeadConnector calendar for booking a 15-minute call loads on the results page. Loading the calendar sends network information such as your IP address and browser details to LeadConnector. If you book a time, LeadConnector also receives the calendar entry and the details you enter there. Your quiz answers and contact fields are not automatically placed in the calendar.

Fonts may be requested from Google's font service when the page loads. That request can disclose network information such as an IP address to the font provider. No quiz answers are included.

After you submit, the site sets one essential cookie that remembers your quiz is complete so your results and any call option can be restored after a reload. It is not used for advertising. No analytics, analytics project IDs, marketing cookies, or session replay are used. Basic hosting access logs may exist for operation and security.

Quiz lead records are scheduled for deletion 90 days after submission. The API maintenance job removes expired leads and their associated completion sessions and alert jobs while the service is running. Service downtime can delay that deletion. Delivered alert emails, calendar entries, hosting logs, and backups have separate provider and operational retention responsibilities. Operational rate-limit records also expire.