Privacy Policy

What information do we collect?

We collect information when you:

• Register on any of our websites
• Complete a form, quiz, or survey
• Use our AI tools
• Schedule a consultation or request a quote
• Watch videos hosted on our websites
• Subscribe to email newsletters
• Engage with us through social media or advertising campaigns

Information may include:

• Name, email address, phone number, and location
• Demographic info and preferences
• Insurance or financial interests
• Communication history
• Video engagement data (e.g., how much of a video was watched)
• Device/browser information and IP address

You may, however, visit our site anonymously. Like most websites, we use cookies to enhance your experience, gather general visitor information, and track visits to our website.

What do we use your information for?

We use your information to:

• Personalize your experience and provide relevant recommendations
• Respond to inquiries and schedule consultations
• Deliver quotes or connect you with verified advisors
• Improve our websites, services, and content
• Provide access to our A.I. tools and automation workflows
• Send educational resources, promotional offers, and updates
• Track video performance, user engagement, and lead conversion

How do we protect your information?

We implement a variety of security measures to maintain the safety of your personal information when you submit a request or enter, submit, or access your personal information. These security measures include password protected directories and databases, SSL (Secure Sockets Layer) technology to ensure that your information is fully encrypted and sent across the internet securely, and PCI scanning to actively protect our servers from hackers and other vulnerabilities.

All supplied sensitive information is transmitted via SSL technology and then encrypted, to be accessed only by those authorized with special access rights to our systems, who are required to keep the information confidential. After a transaction, your private information (credit cards, Social Security numbers, financials, etc.) will not be stored on our servers.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your web browser (if you allow) that enable the site’s or service provider’s systems to recognize your browser and capture and remember certain information.

We use cookies, pixels, and tracking tools to enhance your experience. This includes:

• Remembering your preferences
• Analyzing traffic and behavior
• Retargeting ads on platforms like Google, Meta (Facebook), and others
• Tracking video watch time and form completion

You can disable cookies through your browser settings at any time.

Do we disclose any information to outside parties?

We do not sell or trade your personal data. We may share your information with:

• Trusted advisors within our network to provide services you requested
• Third-party service providers (e.g., email platforms, CRMs, scheduling tools)
• Law enforcement or government authorities when legally required

All third parties are required to keep your data confidential. Non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

SMS / text messaging

Mobile information and SMS opt-in consent will not be shared with third parties or affiliates for marketing or promotional purposes. You may reply STOP at any time to opt out of text messages, or HELP for assistance. Message and data rates may apply; message frequency varies.

Third-party links

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites.

Children’s Online Privacy Protection Act compliance

We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act); we do not collect any information from anyone under 18 years of age. Our website, products, and services are all directed to people who are at least 18 years old.

CAN-SPAM compliance

We have taken the necessary steps to ensure that we are compliant with the CAN-SPAM Act of 2003 by never sending out misleading information. We only send emails to individuals who have opted in through one of our websites or previously interacted with our services. You may unsubscribe at any time using the link at the bottom of any email.

Online privacy policy only

This online privacy policy applies only to information collected through our website and not to information collected offline.

Your consent

By using our site, you consent to our privacy policy.

Changes to our privacy policy

If we decide to change our privacy policy, we will post those changes on this page and/or update the modification date above. Policy changes will apply only to information collected after the date of the change.

Privacy policy customer pledge

We pledge that we have made a dedicated effort to bring our privacy policy in line with the following important privacy laws and initiatives:

• Federal Trade Commission Fair Information Practices
• Children’s Online Privacy Protection Act
• Privacy Alliance and Marketing Act
• Trust Guard Privacy Requirements