top of page
Family Unwrapping



Intervention Point LLC ( is committed to ensuring that your privacy is protected and that it complies with its obligations under applicable law.

Information we collect and how we use it
  • Customer information that is collected from filling out the contact form on our website ( includes: name, email and phone. These are used in order to reply to your message/question that you are contacting us about.

  • Google Analytics data to interpret user behavior at our site – see Cookies section below.

Additional Data and Information that is collected:
  • Certain payment information, including credit card details, are obtained during payment processing and submitted into PAYA/Sage electronic payment system (  We do not keep this information in our contact information database.

  • Medical Directives, Trust documents, etc. that are saved in a SAFE cloud account with DocuBank

  • If you select a trust company or trust investment advisor (wealth management firm) they will keep secure copies of your documents. Please see their web site privacy statements regarding their secure storage mandated by government agencies including: FINRA, SEC and ERISA.

  • Contact Form:  We use WIX to process contact forms.


Intervention Point LLC’s website is on WIX, a cloud-based, website building platform.


Intervention Point uses cookies, like most web sites, to review site usage and to operate certain features of the site, including the ability to log in. Cookies are also used by some third-party services, such as Google, to analyze site usage in aggregate and to serve advertisements to visitors of this site. Cookies used by these third-party services do not contain personally-identifiable information. Cookies may also be used by Google after you visit Intervention Point to show you relevant advertisements, including advertisements about Intervention Point, on sites across the Internet. You may opt out of this type of advertisement using Google’s Ads Preferences Manager (

Changes to this Statement

Intervention Point occasionally updates this Statement. You should periodically review this Statement to be aware of changes in how your information is handled.


If at any time you have any questions or concerns about our privacy policies, please contact us at:

Revised 5-29-2018

bottom of page