Personal Contact Information: Name, email address, phone number
Service Information: Appointment details, services requested, communication history
Technical Data: IP address, browser type, form submission timestamps
Providing financial services and support under NexGenBiz (operating under World Financial Group)
Scheduling and confirming appointments
Sending reminders and service-related updates
Responding to inquiries and providing client support
Sending relevant updates or offers related to services you have previously engaged with
World Financial Group (WFG) for servicing and compliance purposes
Authorized team members for client support and servicing
Service providers (e.g., CRM platforms like Equisoft & GoHighLevel) used to manage communications
Legal authorities when required by law
Secure and encrypted platforms
Restricted access to authorized personnel
Regular system monitoring
For the duration of the client relationship
As required for regulatory and compliance purposes
You may request deletion of your data, subject to legal obligations.
Access your data
Correct inaccurate information
Request deletion (where applicable)
Opt out of communications
Contact: buildngb@gmail
Terry Johal
NexGenBiz (operating under World Financial Group)
Email: [email protected] Phone: 888-654-1313
You are an existing client or have an established relationship with
NexGenBiz
Communications are for service-related and permitted marketing
purposes
NexGenBiz operates under World Financial
Calls, emails, and SMS messages related to your services
Appointment reminders and updates
Relevant service-related offers
Information you provide is accurate
You are the authorized user of the contact details submitted
Communications are expected as part of your client relationship
Communication delays or technical issues
Third-party service interruptions
We may update these Terms at any time. Continued use constitutes
acceptance.
Terry Johal
NexGenBiz (operating under World Financial Group)
Email: [email protected]
Phone: 888-654-1313