Privacy Policy

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Mailing address
• Information you provide through contact forms, appointment requests, or consultations

If you choose to apply for insurance products, additional information may be collected as required by insurance carriers during the application and underwriting process.

We use your information to:

• Respond to inquiries and appointment requests
• Provide educational information and insurance services
• Evaluate insurance options that may meet your needs
• Communicate regarding appointments, updates, and requested information
• Improve our website and customer experience
• Comply with legal and regulatory requirements

We do not sell your personal information.

We may share information only when necessary to:

• Insurance carriers for underwriting and policy issuance
• Licensed professionals working on your behalf, such as attorneys or tax professionals, when authorized by you
• Service providers who assist with scheduling, communications, or website operations
• Government agencies or regulators when required by law

Our website may use cookies and analytics tools to understand how visitors use our website and improve user experience. These tools do not provide us with sensitive personal financial information.

You may disable cookies through your browser settings.

We take reasonable administrative, technical, and physical measures to protect your personal information. While no method of electronic transmission is completely secure, we strive to safeguard your information using industry-standard practices.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Our website is not intended for children under the age of 13, and we do not knowingly collect personal information from children.

You may contact us at any time to:

• Request access to your information
• Correct inaccurate information
• Request deletion of information where legally permitted
• Ask questions regarding this Privacy Policy