Privacy & Disclosures

Last updated: October 7, 2026

Educational content

TruPath Wealth provides education on wealth strategy, business growth and strategy. Any insurance products, tax work or legal services are provided by licensed or registered independent professionals through their own businesses. Everything on this website, including articles, calculators, videos and podcast episodes, is educational information and entertainment. It does not constitute financial, investment, legal, tax, medical or insurance advice, and it is not a recommendation to buy or sell any product. Nothing on this site is an offer to buy or sell any security.

Opinions expressed in our videos and podcasts are those of the individual speakers and do not necessarily reflect the official position, guarantees or recommendations of TruPath Wealth or any guest. Products, compensation and benefits discussed may vary by carrier, state, and individual contract or policy, and are subject to underwriting and applicable terms and conditions. Please talk with a qualified professional about your own situation before making decisions.

Insurance & licensing

Insurance and annuity products are offered through licensed insurance professionals. Garrett Alcorn is a licensed insurance agent in Indiana, Michigan, New Jersey, New York, North Carolina and Ohio. Other TruPath team members hold licenses in additional states. We only sell, solicit or negotiate insurance in states where the agent helping you is licensed. If you live somewhere your TruPath contact is not licensed, we will connect you with a licensed team member in your state.

• All insurance products are subject to underwriting, eligibility and the terms of each policy or contract.
• Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
• Fixed indexed annuities are not stock market investments and do not participate directly in any index.
• Products and features may not be available in all states.

Calculators & examples

Our calculators and examples are hypothetical and for illustration only. They rely on assumptions (such as rates of return and savings amounts) that may not reflect your situation or future results. Past performance does not guarantee future results, and no result is guaranteed. Fees, taxes and inflation can change outcomes.

Tax & legal partners

Accounting, bookkeeping and tax services are provided by Nik Sullivan as an independent professional. Legal services, including wills, trusts, probate and business tax strategy, are provided by the Law Office of Mike Nellinger, an independent law office. TruPath Wealth does not provide tax or legal advice. Contacting a partner through this website does not create an accountant-client or attorney-client relationship until that professional agrees to take on your matter.

TruPath Wealth receives no referral fees, commissions or other compensation from Nik Sullivan or the Law Office of Mike Nellinger. You engage and pay those professionals directly, and nothing on this site requires you to use them.

Partner companies & outside links

Some pages link to outside companies, such as Ethos for life insurance quotes. These companies are independent of TruPath Wealth, and their own terms and privacy policies apply when you use their sites. We may receive compensation when you buy an insurance product through a partner such as Ethos. A link is not an endorsement of every product or service a partner offers. Some Ethos term and indexed universal life policies include a basic online will and trust as a policy feature provided by Ethos; it is separate from, and not a substitute for, estate planning with the Law Office of Mike Nellinger.

Ethos operates in some states as Ethos Life Insurance Services and offers policies issued by the carriers listed at ethoslife.com/carriers. Garrett is licensed in: IN, MI, NC, NJ, NY, OH. In all other states, visit Ethos.com.

Privacy policy

What we collect

• Information you give us: your name, email, phone number and anything you type into a form or booking request.
• Booking details: when you book a call, scheduling is handled by Google Calendar, and Google's privacy policy applies to the information you enter there.
• Website data: our website host, Squarespace, uses cookies and similar tools to run the site and measure basic traffic, such as pages visited and device type.

How we use it

We use your information to reply to you, schedule and hold your call, provide the services you ask for, connect you with the right team member or partner, keep our records, and meet legal and regulatory requirements.

Who we share it with

We share your information only with the TruPath team members and partner professionals you ask to work with, with service providers that help us run our business (such as website, scheduling and email providers), and when the law requires it. We do not sell your personal information.

Please don't send sensitive information through this site

Do not send Social Security numbers, tax returns, account numbers or medical details through our website forms. If we need documents, we will tell you how to share them securely.

Security and retention

We use reasonable safeguards to protect your information, but no website or email is completely secure. We keep information only as long as we need it for the purposes above or as the law requires.

Your choices

You can ask us to see, correct or delete the personal information we hold about you, or to stop sending you marketing emails, by contacting us below. You can also control cookies in your browser settings. This site is not intended for children under 18.

Changes

We may update this page from time to time. The date at the top shows the latest version.

Contact

Questions about this page or your information? Email info@trupathwealth.com.