Privacy Policy

Information We Collect

We collect the information you choose to give us. That typically includes your name, email address, phone number, preferred meeting type, and any details you include in a message or request form on this website.

Our website may also collect limited technical information automatically, such as general usage data and browser information, to help the site function properly.

How We Use Your Information

We use the information you provide to:

• Respond to your questions and requests
• Schedule and prepare for consultations
• Send educational materials or guides you have requested
• Provide the insurance and planning services you ask us about
• Meet applicable legal, regulatory, and recordkeeping obligations

Sharing of Information

We do not sell your personal information. We may share information with insurance carriers or service providers only as needed to process an application or request you have initiated, or where required by law or regulatory authority. Anyone acting on our behalf is expected to protect your information.

Data Retention

We keep personal information only as long as it is needed for the purposes described above, or as long as required by applicable law and insurance recordkeeping requirements. When information is no longer needed, we take reasonable steps to dispose of it securely.

Your Choices

You may ask us to update or remove your information, or to stop sending you materials, at any time by contacting us using the details below.

Contact Us