Exit Planning Institute


Last Modified: April 26, 2022


EXIT PLANNING INSTITUTE, INC. respects your privacy and is committed to protecting it through our compliance with this policy.

This Privacy Policy describes the type of information we may collect from you, or that you may provide when you visit the website (www.exit-planning-institute.org) and our practices for collecting, using, maintaining, protecting, and disclosing that information. This Privacy Policy also describes the type of information we may collect from you within the ordinary course of requesting or obtaining service at any of our locations.

This Privacy Policy applies to information we collect:

  • On this Website.
  • On all customer information forms, class enrollment forms, and registrations.
  • In e-mail, text and other electronic messages between you and this Website.
  • Through mobile and desktop applications you download from this Website, which provide dedicated non-browser-based interaction between you and this Website.
  • When you interact with our advertising and applications on third-party websites and services, if those applications or advertising include links to this policy.

This Privacy Policy does not apply to information collected by:

  • EPI through any other means including on any other website operated by any third party (including our affiliates and subsidiaries); or
  • Any third party (including our affiliates and subsidiaries), including through any application or content (including advertising) that may link to or be accessible from the Website.

Please read this Privacy Policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, your choice is not to use our Website. By accessing or using this Website, you agree to this privacy policy. This policy may change from time to time. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check the Privacy Policy periodically for updates.

Privacy Protections for Children Under the Age of 13:

Our Website is not intended for children under 13 years of age. No one under age 13 may provide any information on the Website. We do not knowingly collect personal information from children under 13. If you are under 13, do not use or provide any information on this Website or on or through any of its features/register on the Website, make any purchases through the Website, use any of the interactive or public comment features of this Website or provide any information about yourself to us, including your name, address, telephone number, e-mail address or any screen name or user name you may use. If we learn we have collected or received personal information from a child under 13 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 13, please contact us immediately via telephone at (216) 712-4244 and ask for the person responsible for customer privacy or e-mail us at epiglobal@exit-planning-institute.org.


EPI collects several types of information about Members and users of our Website, including:

Personally Identifiable Information: Personally identifiable information is information that can be used to uniquely identify you. Some examples of personally identifiable information include your name, mailing address, telephone number, fax number, e-mail address and social security number. We collect personally identifiable information that you voluntarily submit to us, such as information you provide to us when purchasing a membership service or product.

Non-Personally Identifiable Information: Non-personally identifiable information is information that pertains to you but cannot be used to uniquely identify you. Some examples of non-personally identifiable information include: IP addresses, tracking the types of web browsing software you use when visiting our Website, dates and times you visit the Website, and what pages are viewed when you visit the Website. We use customer’s non-personal information to help diagnose problems with our server, and to administer our Website. The IP address is also used to gather broad demographic information.

Information You Provide to Us: The information we collect may include:

  • Information that you provide by filling in forms in print or on our Website. This includes information provided at the time of registering to use our Website, or information through our Website or at a seminar or class. We may also ask you for information when you enter a contest or promotion sponsored by us, and when you report a problem with our Website. Some examples of this type of information includes: your first and last name, home, business, or mailing address, phone numbers, fax numbers, and EIN Numbers.
  • Records and copies of your correspondence (including e-mail addresses), if you contact us.
  • Video and voice recordings maintained by the Company with your consent to be used by the Company for training purposes.
  • Your responses to surveys that we might ask you to complete for research purposes.
  • Details of transactions you carry out through our Website and of the fulfillment of your orders. You may be required to provide financial information before placing an order through our Website.
  • Your search queries on the Website
  • We understand that you expect to learn about our company when you visit this website. Similarly, we hope to learn about your needs as a current or potential customer through your visits to this website. On some of our web pages, you may be able to ask questions, register to receive information and/or seek to utilize various promotions.

What Do We Do With Your Information:

EPI will use the information that you provide us to better understand your needs and to provide you with better products and services. At the most basic level, we will use information you provide to communicate with you, to update you on our products and services, provide special offers, and to personalize our website for you. Web logs may be used if necessary to help identify any person attempting to break into or damage our website. We may share web log information as well as any associated personally identifiable information with law enforcement agencies if we believe that we have evidence of a violation of computer security or related laws.

Periodically, we may survey you about your use of products or services for other market research or to provide you with marketing information we think will be useful to you. Of course, it is not required that you participate in these surveys or accept this marketing information to continue to use our websites or continue to receive communications from us.


EPI uses various third-party advertising technology sources to display ads to potential customers or Members. In the course of displaying our advertisements to you, a unique third-party cookie may be placed or recognized on your browser. In addition, we may use web beacons to help manage our online advertising. These web beacons enable our ad server to recognize a browser’s cookie when a browser visits this site and to learn which ads bring users to our Website.

Some content or applications, including advertisements, on the Website are served by third-parties, including advertisers, ad networks and servers, content providers and application providers. These third parties may use cookies alone or in conjunction with web beacons or other tracking technologies to collect information about you when you use our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based (behavioral) advertising or other targeted content.

We do not control these third parties’ tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly.

Our Website does not respond to Internet browser Do Not Track signals.


To update or remove any personally identifiable information or to obtain any information regarding disclosure of information to third parties, please contact us at (216) 712-4244. Once we receive your request, we will use commercially reasonable efforts to change or remove your personally identifiable information accordingly. Please be aware, however, even if we update your personally identifiable information, or we remove such information, it may still be stored in other databases (including those kept for archival purposes) and may be used to compile aggregated or demographic information for third parties in accordance with this Privacy Policy.


EPI may assign, sell, license, or transfer any information you provide, including personally identifiable information, to a third party directly involved in an assignment, sale, joint venture or other transfer or disposition of some or all of the assets of EPI or its affiliated entities.


Except as set forth herein, EPI will not provide or sell your personal information to third parties. Except as specifically provided for in this policy, we will not sell or share the personal information which you give to us to unaffiliated third parties, such as marketers, for their own separate use unless we have obtained your explicit opt-in consent to do so. We may make your provided personal information (such as name, mailing addresses and email addresses) accessible to our business partners, sponsors, vendors, contractors, or partners in connection with services that these individuals or entities perform for or with EPI, such as companies we retain to fulfill requests for information or provide assistance to us on specific programs or projects; and non-personal information with vendors, contractors, and other third parties. These vendors, contractors or partners are restricted by law and/or contract from using this data in any way other than to provide services for EPI and they may not share or resell this data. The services they provide for EPI include, among other things, mailing product samples, or contacting the winners of our contests.

There may also be instances where we may be required to share your information with third parties who have not been retained by us (directly or indirectly) and EPI reserves the right to share the information to respond to duly authorized information requests of governmental authorities, protect or defend the rights of EPI or any of its shareholders, directors, officers, employees, or agents, or where required by law. For example, we may be required to do so because of an applicable law, court order or governmental regulation, or if such disclosure is otherwise necessary in support of any criminal or other legal investigation or proceeding in the United States or abroad. Many entities receiving personally identifiable information under these conditions have privacy requirements that apply to their handling of your information.


We appreciate your participation in EPI’s social media channels (e.g. Facebook, YouTube, Twitter, etc.). Please be aware of the following policies and guidelines:

All content (such as photos, text, images, videos) submitted or linked on this site or through social media is the sole responsibility of the person from which the content originated.

EPI reserves the right to remove any content that is deemed inappropriate, obscene, slanderous, or malicious and may block users that contribute such content.  Remember that EPI’s website and social media channels are public forums. Any information you share may be viewed by others. By posting content to EPI’s website or social media, you grant us permission to display, modify, reproduce, and distribute this content without compensation.

By participating in EPI’s social media channels, you release EPI from any liability associated therewith, and agree to indemnify, defend, and hold harmless EPI against any damages, losses, liabilities, judgments, costs, or expenses arising out of a claim by a third party relating to any posts you have made.


We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide to us is stored on our secure servers behind firewalls. EPI does not keep credit card information on file. All payment transactions are processed through a third-party credit card system and are encrypted using SSL technology.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential. We ask you not to share your password with anyone. We urge you to be careful about giving out information in public areas of the Website like message boards. The information you share in public areas may be viewed by any user of the Website.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.


From time to time, we may send you e-mail and postal mail with promotional offers. If you no longer would like to receive special e-mail offers, special event information, sales notifications  or other promotional messages from us, you can unsubscribe by following the unsubscribe link located at the bottom of each promotional e-mail. Your e-mail address will be removed within 30 days. Otherwise, to unsubscribe from postal mail and other communications write to

27881 Clemens Rd, Suite 1, Westlake, OH 44145, send an e-mail to epiglobal@exit-planning-institute.org, or call customer service at (216) 712-4244.


EPI may update this Privacy Policy from time to time, we encourage you to check this page periodically for any updates. It is our policy to post any changes we make to our privacy policy on this page with a notice that the privacy policy has been updated on the Website home page. If we make material changes to how we treat our users’ personal information, we will notify you by e-mail to the primary e-mail address specified in your account or through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable e-mail address for you, and for periodically visiting our Website and this privacy policy to check for any changes.


By using this website or interactive banner ads, you signify your acceptance of this privacy policy, and you adhere to the terms and conditions posted on the website.

If you do not agree with any of these terms in this privacy policy, please do not use this site or submit any personal information. Please check back for updates.


To ask questions or comment about this Privacy Policy and our privacy practices, contact us at:

Exit Planning Institute, Inc.

27881 Clemens Rd, Suite 1, Westlake, OH 44145

Email: epiglobal@exit-planning-institute.org

Phone: (216) 712-4244