Information we collect

When you request availability or claim an offer, we collect information you choose to provide, including your name, work email, phone number, agency name, buyer type, licensed states, desired weekly capacity, preferred start window, and consent selections.

We may also receive technical information associated with your visit, such as your IP address, browser or device information, referring page, page interactions, and campaign attribution parameters.

Why we collect it

We use submitted information to evaluate your inquiry, confirm licensing-market and capacity fit, respond to you, discuss program availability, administer an offer, maintain business records, prevent misuse, improve the website, and comply with applicable obligations.

How we may contact you

When you submit the required consent, you authorize us to contact you by phone, email, or text about the inquiry you initiated and Final Expense live-transfer services. Consent is not a condition of purchase. Message and data rates may apply. You may opt out of texts by replying STOP and may ask us to stop other marketing communications at any time.

How information may be disclosed

We may disclose information to service providers and operational partners that help us host the site, manage inquiries, communicate with buyers, maintain business systems, prevent fraud, or deliver the requested program. We may also disclose information when required by law, to protect rights or safety, or as part of a business transaction. These parties may use information only for the applicable service, operational, or legal purpose.

Retention and security

We retain information for as long as reasonably necessary to handle the inquiry, maintain business and consent records, resolve disputes, enforce agreements, and meet legal obligations. We use reasonable administrative, technical, and organizational safeguards, but no online system can guarantee absolute security.

Your choices and privacy requests

You may request access to, correction of, or deletion of information associated with your inquiry, subject to verification and applicable exceptions. Depending on where you live, additional rights may apply, including rights concerning disclosure, portability, or certain uses of personal information. To make a request, call 855-978-0710.

Children

This business-to-business website is intended for licensed insurance professionals and is not directed to children under 13. We do not knowingly collect personal information from children through this inquiry form.

Changes to this policy

We may update this policy as our practices or applicable requirements change. The effective date above identifies the current version.