Privacy Policy

Privacy Policy for Heritage Life Solutions

This Privacy Policy describes how Heritage Life Solutions (“Company,” “we,” “us,” or “our”) collects, uses, and discloses your information when you access our life insurance-related services, including obtaining quotes, requesting information, and engaging with our other offerings (collectively, “Services”).

Information We Collect

1. Personal Information:

We may collect personal details such as your name, phone number, email address, mailing address, and other contact information when you:

• Register for our Services

• Request a quote or book a consultation

• Complete forms on our website

• Communicate with our representatives

2. Usage and Technical Data:

We gather information about your interactions with our website, including pages visited, actions taken, and technical information (such as IP addresses and browser types) to improve our Services.

3. Communication Records:

We maintain records of our communications with you, including inquiries, support requests, and consultations.

How We Collect Your Information

• Forms and Transactions:

Information is collected when you complete forms, request information, or engage in transactions through our website or other online platforms.

• Cookies and Tracking Technologies:

We use cookies and related technologies to analyze website usage, enhance user experience, and tailor interactions based on your preferences.

• Direct Communications:

By interacting with Company, you consent to our collection of the information you actively or passively provide, including phone numbers and email addresses.

Purpose of Data Collection

We use your information to:

• Facilitate your life insurance application process and deliver the Services requested.

• Process transactions and maintain accurate records.

• Provide updates, relevant information, and marketing communications related to our Services.

• Personalize your experience and provide content and services relevant to your interests.

• Comply with legal obligations and enforce our terms and conditions.

Data Storage and Security

We take data security seriously and employ industry-standard security measures to protect your information. While we aim to secure your personal information, no system is completely foolproof, and we encourage you to take precautions to protect your data.

Sharing Your Data

We do not share or sell SMS opt-in, or phone numbers for the purpose of SMS.

Your Rights

You have rights over your personal information, including the right to access, correct, or delete your data, subject to certain conditions. To exercise these rights, please contact us at (813) 328-7997.

Changes to This Policy

We may occasionally update this Privacy Policy to reflect changes in our practices. Significant changes will be communicated by email or through a notice on our website.

Contacting Us

If you have questions or concerns about this Privacy Policy or the handling of your personal information, please contact us at 813-328-7997.

Consent to Communications

By engaging with the Company, you consent to receive SMS messages (including text messages) and phone calls (including prerecorded or autodialed calls) from us, our agents, affiliates, or representatives at the number(s) you have provided, for service-related or marketing purposes. You represent that you are the authorized user of the contact number provided and agree to notify us if your contact information changes. Standard message and data rates may apply. We may modify or terminate our SMS messaging services at any time without notice.

This Privacy Policy aims to provide transparency regarding how we handle your data. By using our services, you acknowledge and agree to these terms.