Privacy Policy
At L'evated Financial, we prioritize protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and related services.
Information We Collect
We may collect the following types of personal information when you interact with our website or services:
- Contact Information: Name, email address, phone number, mailing address, and other contact details.
- Demographic Information: Age, gender, marital status, and other demographic details.
- Financial Information: Income, assets, debts, and other financial details relevant to insurance policies.
- Health Information: Medical history, current health conditions, and other health-related information necessary for insurance underwriting.
- Website Usage Data: IP address, browser type, operating system, device information, and analytics data gathered through cookies and similar technologies.
How We Use Your Information
Your personal information may be used for the following purposes:
- Providing Services: Facilitating insurance quotes, applications, and policy management.
- Communication: Responding to inquiries, sending notifications, and providing customer support.
- Marketing: Sending promotional materials, newsletters, and updates about our products and services.
- Personalization: Customizing your website experience and offering tailored recommendations.
- Compliance: Meeting legal and regulatory obligations, including those related to insurance laws and regulations.
Information Sharing and Disclosure
We may share your personal information with third parties in the following situations:
- Service Providers: Trusted partners, such as insurance carriers, underwriters, and technology vendors, who help us deliver our services.
- Legal Compliance: When required by law, regulation, or legal process, including responding to subpoenas or government requests.
- Business Transfers: During mergers, acquisitions, sales of assets, or other business transactions.
Data Security
We implement reasonable physical, technical, and administrative safeguards to protect your personal information from unauthorized access, use, or disclosure.
Your Rights and Choices
You may have the following rights regarding your personal information:
- Access: Request access to the personal data we hold about you.
- Correction: Update or correct inaccuracies in your information.
- Deletion: Request deletion of your data, subject to legal or business requirements.
- Opt-Out: Choose not to receive marketing communications from us.
Children’s Privacy
Our website and services are not directed at children under the age of 18, and we do not knowingly collect personal information directly from children. However, in some cases, it may be necessary to collect information about minors, such as for insurance applications or policies, but only from their parents or legal guardians.
If you believe we have inadvertently collected personal information directly from a child, please contact us immediately so we can address the issue.
Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any material updates will be posted on our website with the updated effective date.
Contact Us
For questions, concerns, or requests regarding this Privacy Policy, please contact us at:
Email: Leslie@LevatedFinancial.com
Effective Date: December 4, 2024
