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Privacy Policy

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


Any personal information you share with us will not be shared, except for purposes of issuing coverage.   

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.  

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