Privacy Policy
Heirloom Financial Group
Effective Date: March 10, 2026
Introduction
Heirloom Financial Group (“Company,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our insurance and financial services.
By using our website or services, you agree to the practices described in this policy.
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Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us, including:
• Full name
• Address
• Phone number
• Email address
• Date of birth
• Social Security number (when required for insurance applications)
• Financial and employment information
• Health information necessary for insurance underwriting
• Policy and beneficiary information
Website Usage Information
When you visit our website, we may automatically collect certain information including:
• IP address
• Browser type
• Device information
• Pages visited
• Time spent on pages
• Referring website
This information helps us improve our website and services.
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How We Use Your Information
We may use the information we collect to:
• Process life insurance applications
• Provide insurance quotes and policy information
• Communicate with you regarding your policies or services
• Respond to inquiries or customer service requests
• Meet legal and regulatory obligations
• Improve our website and services
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Sharing of Information
Heirloom Financial Group does not sell your personal information.
We may share your information with trusted third parties only when necessary, including:
• Licensed insurance carriers
• Insurance underwriting partners
• Service providers that help operate our business
• Government or regulatory agencies when required by law
All partners are expected to maintain the confidentiality and security of your information.
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Data Security
We implement administrative, technical, and physical safeguards designed to protect your personal information. While we strive to protect your information, no electronic transmission or storage system can be guaranteed to be completely secure.
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Cookies and Tracking Technologies
Our website may use cookies or analytics tools to enhance user experience and analyze website traffic. Cookies may collect information such as:
• Site preferences
• Browser information
• Pages visited
You can disable cookies in your browser settings if you prefer.
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Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external websites.
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Your Privacy Rights
You may request to:
• Access personal information we have about you
• Correct inaccurate information
• Request limitations on how your information is used
To make a request, please contact us using the information below.
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Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with the updated effective date.