Privacy Policy

Last Updated: April 1, 2026

1. Information We Collect

We collect information that you voluntarily provide to us when you express an interest in obtaining information about our insurance products or services. This includes:

Personal Identifiers: Name, phone number, email address, and state of residence.

Health & Financial Data: Information provided during the insurance inquiry process to determine eligibility for products like Indexed Universal Life (IUL) or Term Life insurance.

2. How We Use Your Information

We use the information we collect to:

Provide you with accurate insurance quotes and comparisons.

Communicate with you via phone, text, or email regarding your inquiry.

Comply with state insurance licensing and regulatory requirements in the 12 states where we operate.

3. Data Sharing & Third Parties

We do not sell, rent, or lease your personal data to third parties. Your information is only shared with A-rated insurance carriers for the sole purpose of obtaining formal quotes or underwriting your policy application.

4. Security

We implement a variety of security measures to maintain the safety of your personal information. Your data is stored within our secure CRM (GoHighLevel) and protected by industry-standard encryption.

5. Your Rights & Opt-Out

You may opt-out of future communications from us at any time by replying "STOP" to any text message or clicking "Unsubscribe" in our emails.

6. Contact Us

If you have questions regarding this policy, you may contact us at:

Your Guardian Life [email protected] 623-244-5226