Last Updated: September 26, 2023
Information We Collect
We may collect personal information from you when you visit our Website, request information or services, or communicate with us. The types of personal information we may collect include:
Contact Information: Such as your name, email address, phone number, and postal address.
Usage Data: Information about how you use our Website, including your IP address, browser type, pages viewed, and other statistical data.
How We Use Your Information
We use your personal information for various purposes, including:
Providing Services: To offer financial planning and insurance services tailored to your needs.
Communication: To respond to your inquiries, send you updates, and provide information about our services.
Improvement: To enhance our Website, services, and user experience.
Disclosure of Your Information
We may share your personal information with third parties, including:
Service Providers: Trusted third-party service providers who assist us in delivering our services.
Legal Requirements: When required to comply with legal obligations or protect our rights and safety.
We employ reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
You may choose not to provide certain personal information, although this may limit our ability to provide you with specific services.
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