Legal

Privacy Policy

Last updated September 15, 2026

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In plain English

Your details go to one advisor, and nowhere else.

This policy covers exactly what the coverage review form collects, who receives it and how to have it removed. The full text is below; this is the short version.

  • No Social Security number, date of birth or income collected
  • Never sold to third parties
  • Delete your data by email at any time