Privacy Policy

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, date of birth, and other identifying information you provide to us.
• Financial Information: Information related to insurance policies, coverage needs, and financial planning requirements.
• Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.
• Communications: Records of your communications with us, including emails, phone calls, and messages submitted through our contact forms.

We use the information we collect for the following purposes:

• To provide and maintain our services
• To process your insurance applications and quotes
• To communicate with you about our services, updates, and promotional offers
• To improve our website and services
• To comply with legal obligations and regulatory requirements
• To protect against fraud and unauthorized transactions
• To analyze trends and gather demographic information

We may share your information with:

• Insurance Carriers: To obtain quotes and process insurance applications on your behalf.
• Service Providers: Third-party vendors who assist us in operating our website and providing our services.
• Legal Authorities: When required by law or to protect our rights and safety.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.

We do not sell your personal information to third parties for their marketing purposes.

You have the right to:

• Access and receive a copy of your personal information
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information, subject to legal requirements
• Opt-out of marketing communications at any time
• Lodge a complaint with a data protection authority