Draft template — must be reviewed by your compliance or legal team before launch.
Information we collect
When you request a quote or contact us, we collect the details you provide (such as name, email, phone, ZIP code, and general coverage preferences), your communication consent choices, and technical details such as the page you arrived on, advertising campaign parameters, and IP address.
How we use it
We use this information to respond to your request, discuss insurance options, keep records of your consent, and understand which marketing efforts are effective. We do not sell your personal information.
Communications
We contact you only by the methods you consented to. You may withdraw consent at any time by replying STOP to texts, using the unsubscribe link in emails, or contacting us at hello@lifebridgeadvisors.com.
Security
Your information is stored securely and access is restricted to authorized personnel.
Contact
LifeBridge Advisors · (555) 555-0100 · hello@lifebridgeadvisors.com