LEGAL
Privacy Policy
Last updated: April 2026
Information We Collect
We collect personal information that you voluntarily provide to us when you fill out our consultation form, subscribe to our newsletter, or contact us directly. This may include your name, email address, phone number, annual household income range, and financial goals.
How We Use Your Information
We use the information we collect to respond to your inquiries, schedule consultation calls, provide personalized financial strategy recommendations, send educational content and updates (with your consent), and improve our services.
Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information with trusted insurance carriers solely for the purpose of processing applications you have authorized, and with service providers who assist us in operating our website and conducting our business.
Data Security
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.
Cookies and Tracking
Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. You can control cookie preferences through your browser settings.
Your Rights
You have the right to access, correct, or delete your personal information at any time. To exercise these rights, please contact us at [email protected] or call 321-424-0050.
Contact Us
If you have questions about this Privacy Policy, please contact Trinity Heritage Group at [email protected] or call 321-424-0050.