Privacy Policy

Information We Collect

We collect only the information you voluntarily provide to help us respond to your request, which may include:

• Name, phone number, and email address
• Mailing address, ZIP code, and preferred contact method
• Coverage goals, budget ranges, and beneficiary preferences you choose to share
• Information relevant to evaluating life insurance options when applicable

How We Use Your Information

We use information you provide only to:

• Respond to your inquiry and provide requested life insurance guidance
• Deliver customer service and operational communications related to your request
• Maintain accurate records for compliance and service quality

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

Cookies, Tracking Technologies & Analytics

Our website may use cookies, pixels, tags, device identifiers, server logs, and similar technologies to support site functionality, understand traffic and engagement, measure campaign performance, maintain security, prevent abuse, and improve the website experience.

These technologies may collect information such as IP address, browser type, device type, pages visited, date/time of visits, referring source, and interactions with website content.

Analytics and tracking tools are used only for operational, performance, fraud-prevention, and site-improvement purposes, not to sell personal information.

You can control cookies through your browser settings, and disabling some cookies may affect site functionality.

If consent or preference tools are shown on the website, please use them to manage available cookie choices when applicable.

Permitted Operational Support

We may use subcontractors to provide support services such as customer service, systems administration, or communications infrastructure solely to help us respond to your request and operate our services.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Protection

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

Your Consent & Messaging Preferences

By submitting your information through our forms, website, or contact channels, you consent to receive communications about your inquiry by phone, SMS (including automated messages), and email.

Message and data rates may apply. You may opt out at any time by replying “STOP” to text messages or contacting us directly.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

Your Rights & Contact

You may request access, correction, or deletion of your information and update your communication preferences at any time. To make a request, please contact us using the details provided on our website.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.

End of Policy