Legal

Privacy Policy

Your privacy matters. This policy explains what we collect and how we use it.

Last updated: July 18, 2026

1. Information We Collect

When you request a quote, contact us, or subscribe to updates, we collect information you voluntarily provide — including your name, email address, phone number, date of birth, state of residence, and general financial information needed to prepare an illustration. We may also collect non-identifying technical data such as browser type, device, and pages visited.

2. How We Use Your Information

We use your information to respond to your inquiry, prepare insurance illustrations, connect you with a licensed agent, comply with legal and regulatory obligations, and improve our website. We do not sell your personal information.

3. Sharing

We share information only with insurance carriers, licensed agents, and service providers (such as email and form processors) that help us deliver the services you request. These parties are obligated to handle your information confidentially.

4. Cookies & Analytics

Our site may use cookies and similar technologies to understand usage and improve performance. You can disable cookies in your browser settings; some features may not function as intended.

5. Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the Internet is 100% secure.

6. Your Rights

Depending on your state, you may have the right to access, correct, or request deletion of your personal information. To make a request, contact us using the information on our Contact page.

7. Changes

We may update this policy from time to time. Updates take effect when posted to this page.

8. Contact

Questions about this policy? Reach out through our Contact page.

Book ConsultationContact