top of page


Information We Collect


We may request financial, medical, occupational, lifestyle, and insurance history information in order to gather qualified proposals on your behalf and facilitate application with insurers.  We do not collect information from third parties.


Information We Share


We conceal the identity of potential purchasers from insurers until the time of application or enrollment, at which time the selected insurer will receive information not to exceed what is minimally necessary to process the application.  Names are never disclosed to insurers during the proposal process.  However, birthdates and occupations of anonymous individuals may be shared in order to obtain pricing.  If you include personally identifiable information in your Request for Proposal (RFP), we will omit it from our own RFP's to insurers to protect your privacy.

Information Marketing and Repurposing

We don't repurpose information, sell it or otherwise make it available in any form, to anyone, unless legally required to do so.   

We do not utilize mass marketing or initiate unsolicited communications.  We do not use group email lists.

Information Security

We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your personal information, including best practices in data storage and transmission security and document destruction.  

bottom of page