Privacy Policy
TrueView Insurance ("TrueView," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, schedule an appointment, request information, or otherwise interact with us regarding life insurance, annuities, retirement planning, or related services.
1. Information we collect
We may collect personal information that you voluntarily provide to us, including your name, email address, telephone number, state of residence, age or date of birth, financial and retirement information, insurance needs, retirement goals, and other information you provide through forms, questionnaires, applications, scheduling tools, email, telephone, or other communications.
When appropriate and necessary to provide insurance or financial services, additional information may be collected as part of an application, suitability review, underwriting process, or other transaction.
We may also automatically collect certain information when you use our website, such as your IP address, browser type, device information, pages visited, referring website, and general website usage information through cookies, analytics tools, and similar technologies.
2. How we use your information
We use the information we collect to:
Respond to questions and requests for information
Contact you regarding life insurance, annuities, retirement planning, or related services you have expressed interest in
Schedule and manage appointments;
Evaluate insurance or retirement solutions that may be appropriate for your needs;
Assist with insurance applications, suitability reviews, underwriting, and servicing;
Communicate with insurance carriers and other service providers when necessary to provide requested services;
Maintain business and regulatory records;
Improve our website, communications, and services;
Prevent fraud, protect information, and maintain security; and
Comply with applicable laws, regulations, licensing requirements, and legal obligations.
3. Sharing your information
We do not sell, rent, or trade your personal information.
We may share information with trusted third-party service providers that help us operate our business or provide requested services, including technology providers, scheduling platforms, communications providers, insurance carriers, and other vendors as necessary.
These providers are permitted to use personal information only as needed to perform services on our behalf or as otherwise required by law.
Mobile phone numbers and SMS consent information are not sold or shared with third parties for their own marketing purposes.
4. SMS Communications
If you provide your mobile phone number and consent to receive text messages from TrueView Insurance, we may send you text messages related to your inquiry, requested information, appointments, insurance or retirement services, and follow-up communications.
Message frequency may vary. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP. For assistance, reply HELP or contact us directly.
Consent to receive text messages is not a condition of purchasing any product or service.
We do not sell or share mobile phone numbers or SMS opt-in information with third parties for their own marketing purposes.
5. Data security
We take reasonable measures to protect your information from loss, misuse, and unauthorized access. Our data is stored securely, and access is limited to personnel who need it to perform their roles.
6. Your rights
Depending on your location, you may have rights to:
Access the personal data we hold about you
Request correction or deletion of your data
Object to or restrict certain types of data processing
Withdraw consent at any time (where processing is based on consent)
To exercise your rights, please contact us using the information below.
7. Cookies
Our website may use cookies to improve user experience and gather usage data. You can manage your cookie preferences through your browser settings.
8. Retention
We retain personal and business information only as long as necessary for the purposes described in this policy or as required by law.
9. Changes to this policy
We may update this Privacy Policy periodically. Changes will be posted on our website with the updated effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact:
TrueView Insurance
Email: mark.g@trueviewinsurance.com
Phone: 407-349-3445
Florida, United States
