Appointment messaging consent
How verbal consent is obtained
Solutions for Seniors Financial Group sends appointment-related text messages only after a prospect or client affirmatively agrees.
Effective and last updated: July 16, 2026
Consent script
When an individual requests or schedules an appointment in person or by telephone, a representative asks:
What happens after the question
- If the person says yes, the representative confirms the mobile number and records the consent.
- If the person says no, no appointment text messages are sent.
- Consent is limited to appointment confirmations, reminders, schedule changes, requested follow-up, and related client-service messages.
- This verbal consent does not authorize promotional or future-workshop advertising texts.
Consent record
The firm records the following information in its customer relationship management or operating system:
- Name and confirmed mobile number
- Consent status
- Date and time consent was obtained
- Staff member who obtained consent
- Consent method: verbal
- Purpose: appointment-related and specifically requested client-service messages
- Any later opt-out or withdrawal
Choices and support
Texting is optional and is not a condition of purchasing any product or service. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance.
See the SMS Terms & Conditions and Privacy Policy.