PRIVACY POLICY

Effective Date: 2026

This website is operated by , an independent insurance professional working with MeridianLight. We respect your privacy and are committed to protecting the personal information you provide when using this website.

By using this website, you agree to the terms outlined in this Privacy Policy.

Information We Collect

We may collect personal information when you voluntarily provide it through this website. This may include when you:

• Submit a contact form
• Schedule an appointment
• Request information
• Communicate with us by phone, email, or text message

Information collected may include:

• Name
• Email address
• Phone number
• Appointment request information
• Any information you voluntarily provide regarding your financial or insurance needs

We may also collect limited technical information automatically through analytics tools such as browser type, device type, and website usage data.

How We Use Your Information

Information collected may be used to:

• Respond to inquiries or requests
• Schedule consultations
• Provide information about retirement planning, life insurance, annuities, or related financial services
• Improve website functionality and user experience
• Maintain records required for regulatory or compliance purposes

Your personal information will not be sold or shared with third parties for marketing or promotional purposes.

Communication Consent

By submitting your contact information through this website, you consent to being contacted by regarding your inquiry or appointment.

Communication may occur through:

• Phone calls
• Email messages
• SMS text messages

Message frequency may vary.
Standard message and data rates may apply depending on your mobile carrier.

You may opt out of SMS communications at any time by replying STOP.
For assistance, reply HELP.

Consent to receive SMS messages is not a condition of purchasing any goods or services.

Mobile Information Protection

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Third-Party Services

This website may use third-party platforms or tools to assist with scheduling, customer relationship management (CRM), analytics, or communication services.

These tools may collect limited technical data necessary for the operation of these services.

For additional information regarding MeridianLight platform practices, please review the MeridianLight Privacy Policy:

https://meridianlightgroup.com/privacy

Data Security

We take reasonable precautions to protect personal information submitted through this website. However, no method of internet transmission is completely secure, and we cannot guarantee absolute security.

External Links

This website may contain links to external websites or resources. We are not responsible for the privacy practices or content of those third-party websites.

Updates to This Policy

This Privacy Policy may be updated periodically. Updates will be posted on this page.

Continued use of this website after updates constitutes acceptance of the revised policy.

Contact Information

If you have questions regarding this Privacy Policy, please contact:

Phone:
Email: