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Privacy Policy

Last updated: May 20, 2026

1. Information We Collect

When you submit a strategy session request through our website, we collect the following information: first name, last name, email address, phone number, state of residence, age range, primary IUL goal, and monthly savings amount.

2. How We Use Your Information

We use your information to:

  • Review your request and connect you with a licensed advisor
  • Contact you to schedule your free 15-minute strategy call
  • Build a personalized IUL illustration for your situation
  • Send relevant follow-up communications about our services

3. How We Protect Your Information

Your information is transmitted securely via HTTPS encryption. We store your data in our CRM system with industry-standard security measures. We do not sell, rent, or trade your personal information to third parties.

4. Third-Party Services

We use the following third-party services to process your information:

  • GoHighLevel (GHL) — CRM and contact management
  • Resend — Transactional email delivery
  • Vercel — Website hosting

Each of these services maintains their own privacy policies and security standards.

5. Your Rights

You have the right to:

  • Request access to the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data
  • Opt out of marketing communications at any time

6. California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your personal information, and the right to opt out of the sale of your personal information. We do not sell personal information.

7. Cookies & Analytics

We use Google Analytics 4 to collect anonymous data about how visitors interact with our site. This data helps us improve our content and user experience. You can opt out at any time by installing the Google Analytics Opt-out Browser Add-on.

8. Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.

9. Contact Us

If you have questions about this privacy policy or your personal data, contact DeFranco Enterprise at (484) 546-9419.