Privacy Policy

TrueView Insurance ("TrueView," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, schedule an appointment, request information, or otherwise interact with us regarding life insurance, annuities, retirement planning, or related services.

1. Information we collect

We may collect personal information that you voluntarily provide to us, including your name, email address, telephone number, state of residence, age or date of birth, financial and retirement information, insurance needs, retirement goals, and other information you provide through forms, questionnaires, applications, scheduling tools, email, telephone, or other communications.

When appropriate and necessary to provide insurance or financial services, additional information may be collected as part of an application, suitability review, underwriting process, or other transaction.

We may also automatically collect certain information when you use our website, such as your IP address, browser type, device information, pages visited, referring website, and general website usage information through cookies, analytics tools, and similar technologies.

2. How we use your information

We use the information we collect to:

• Respond to questions and requests for information

• Contact you regarding life insurance, annuities, retirement planning, or related services you have expressed interest in

• Schedule and manage appointments;

• Evaluate insurance or retirement solutions that may be appropriate for your needs;

• Assist with insurance applications, suitability reviews, underwriting, and servicing;

• Communicate with insurance carriers and other service providers when necessary to provide requested services;

• Maintain business and regulatory records;

• Improve our website, communications, and services;

• Prevent fraud, protect information, and maintain security; and

• Comply with applicable laws, regulations, licensing requirements, and legal obligations.

3. Sharing your information

We do not sell, rent, or trade your personal information. We may share data with trusted third-party providers who help us operate our business, such as IT support or cloud storage services, under strict confidentiality agreements.

4. Data security

We take reasonable measures to protect your information from loss, misuse, and unauthorized access. Our data is stored securely, and access is limited to personnel who need it to perform their roles.

5. Your rights

Depending on your location, you may have rights to:

• Access the personal data we hold about you

• Request correction or deletion of your data

• Object to or restrict certain types of data processing

• Withdraw consent at any time (where processing is based on consent)

To exercise your rights, please contact us using the information below.

6. Cookies

Our website may use cookies to improve user experience and gather usage data. You can manage your cookie preferences through your browser settings.

7. Retention

We retain personal and business information only as long as necessary for the purposes described in this policy or as required by law.

8. Changes to this policy

We may update this Privacy Policy periodically. Changes will be posted on our website with the updated effective date.