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Policies & agreements

The full set of policies that govern how Policy Stack operates and how we handle your data. Questions about any of these? Get in touch.

Core

  • Privacy Policy

    How we collect, use, store, and protect your data.

  • Terms of Service

    The agreement that governs your use of Policy Stack.

  • Security

    Field-level encryption, row-level security, and platform safeguards.

Data & Compliance

  • Cookie Policy

    How we use cookies and similar technologies across the site.

  • Data Processing Addendum

    Terms for customers acting as data controllers under GDPR and CCPA.

  • Acceptable Use

    What you can and can't do with the service.

Commercial

  • Refund Policy

    Billing, cancellations, and refund handling.

  • Advisor Agreement

    Additional terms that apply to advisor and practice accounts.

AI

  • AI Usage Policy

    How AI features work, what data they access, and how we handle model providers.

Policy Stack

Policy Stack helps whole life banking practitioners track, model, and manage their banking system with full clarity, integrity, and control.

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Legal

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  • All legal policies →

The Infinite Banking Concept® and Becoming Your Own Banker® are registered trademarks of Infinite Banking Concepts, LLC. Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute. Policy Stack helps whole life banking practitioners track, model, and manage their banking system with full clarity, integrity, and control.

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