Privacy Policy

Information We Collect

We may collect basic contact information you voluntarily provide, such as your name, phone number, email address, state, planning interests, and details needed to respond to questions, provide quotes, send requested resources, or schedule appointments.

How We Use Information

Information is used to communicate with you, verify requested downloads, review coverage needs, provide insurance-related options, and complete requested service or enrollment support. If you request a downloadable resource, we may record the date and time of your request, consent selections, email verification, and download activity so we can maintain accurate records and improve follow-up.

Communications and Consent

When you submit a form, we use the contact information and consent choices you provide to respond to your request. You may opt out of marketing emails or request that we stop contacting you. Text message consent, when requested, is optional and is not required to receive a downloadable resource.

Service Providers

We may use trusted service providers for website hosting, form processing, email delivery, lead storage, analytics, scheduling, or customer communication. These providers may process information only as needed to support the services requested or provided.

Information Sharing

We do not sell personal information. We may share information when needed to respond to your request, support insurance-related service, comply with legal obligations, or work with represented carriers and service providers.

Data Retention

We keep information for as long as reasonably needed to respond to requests, maintain business and compliance records, provide ongoing service, and satisfy legal or regulatory obligations.

Contact

Questions about privacy can be sent to helmsretirement@gmail.com. You may also schedule a consultation.