Privacy Policy

This Privacy Policy describes how {{custom_values.business_name}} handles information through this website, including contact requests, referrals, and its embedded scheduling service.

Insurance companies maintain separate privacy notices for applications, underwriting, and policy administration. This website does not replace those notices or an insurer’s secure application process.

When you contact us or submit an embedded referral or scheduling form, you may provide your name, email address, phone number, referral details, preferred appointment time, and the information you choose to include in your message. The form and scheduling services process submitted information and make it available to the business account managing your request.

Share another person’s contact details through the referral form only with their permission. The information is used to respond to the introduction and the request described in the form.

Please do not enter Social Security numbers, payment information, medical records, or policy documents into general contact or referral fields. Use an insurer’s approved secure process when sensitive information is required.

Information you submit is used to respond to your request, schedule and manage appointments, communicate about the conversation you requested, and support related customer service and business recordkeeping.

A referral is not blanket permission for unrelated marketing. Any separate consent requested in a form should explain the communications you are agreeing to receive.

The services that host this website, deliver images, and provide scheduling may process technical information such as your IP address, browser type, requested pages, and request times. Embedded services may use cookies or similar technologies to operate their features.

This website loads its typeface from Google Fonts. See Google Fonts’ privacy information for details. Scheduling and other outside services may also have their own privacy notices.

The website code itself does not include advertising pixels or store form entries in browser storage. Any additional tools connected to this account must be considered separately.

Website, scheduling, communications, and customer-management providers may process information as needed to support the services you request. Information may also be disclosed when required by applicable law.

Retention depends on the purpose of the request, the services involved, and applicable recordkeeping requirements. Contact us to ask how these apply to your information. Outside providers may maintain technical records under their own policies.

You can browse without submitting a form. Use your browser settings to manage available cookie and storage controls; blocking some technologies may affect embedded features.

Contact us to ask about information you have provided, request a correction or deletion, or ask to stop optional communications. Available rights and any exceptions depend on applicable law and the records involved.

This website is intended for adults considering insurance and retirement planning. It is not directed to children under 13. Please do not submit a child’s personal information through general website forms.

No website or transmission method can be guaranteed completely secure. Keep sensitive information out of general website fields and contact us if you believe information was submitted in error.

Changes to this policy will be posted on this page with an updated date.