What we collect

Information you give us through our forms or on calls: name, phone, email, ZIP code, and what you tell us about your insurance needs. If you become a client, we collect the information needed to quote and service insurance (which may include date of birth and health information you choose to share for underwriting).

How we use it

To respond to your request, provide quotes, service policies, and — with your consent — contact you by phone, text, email, or mail about the products you asked about. We do not sell your personal information. We do not share it with third parties for their own marketing.

Who we share it with

Insurance carriers (to obtain quotes and process applications you request), and service providers who help us operate (hosting, email/SMS delivery, phone systems) under confidentiality obligations. We may disclose information when the law requires it.

Calls and texts

Consent to be contacted is not a condition of purchase. Reply STOP to any text to opt out; tell any agent "do not call" and we honor it permanently. Sales calls may be recorded where the law requires or permits, and Medicare sales calls are recorded as required by CMS rules.

Your choices

Ask us anytime to see, correct, or delete the contact information we hold about you, or to stop contacting you — call us or reply to any message. Some records must be retained where insurance regulations require.

Security & retention

We limit access to your information to licensed agents and staff who need it, and retain records only as long as regulations require.

Questions? Call us at our office.