Privacy Policy
At Wealth Insured, we take your privacy seriously and are committed to protecting your your privacy, confidentiality and personal information.
Your personal information is information about you and may include information such as your sex, your location, your smoking status, and other information submitted through various forms, emails and other mediums. Protecting your information is one of our highest priorities and as such we have instituted proper policies and procedures to safeguard your personal information.
Wealth Insured will never sell your personal information to third parties for marketing purposes. However, we may share your personal information with insurance and investment service providers who help us provide our services and with government agencies as required by law, primarily so that we can then work on hand-crafting the best policy for you. The information that we collect is only being used to help us work with you on perfecting the best Insurance policy, get you on-boarded as an agent working with us, or displaying your testimonial on our website.
If you have any questions about how we collect your personal information or if you would like to access or delete your personal information, please contact us at [email protected].
Table of Contents
How We Collect Personal Information
We collect personal information in a variety of ways, including directly from you when you fill out forms on our website or when you contact us by phone or email. We may use cookies and other tracking technologies to collect information about your use of our website and services. We may also collect personal information through our social media pages or through other publicly available sources such as LinkedIn or Facebook.
We take reasonable steps to ensure that all personal information we collect is accurate, complete, and up-to-date. We also take reasonable steps to protect your personal information from unauthorized access, alteration, disclosure, or destruction.
How We Use Personal Information
We use personal information to provide quotes or best insurance policy, show submitted testimonials with name and photo, or gather basic info through various forms. We may also use personal information to communicate with you about your account or our services. We may send you promotional emails about new products, special offers, or other information that we think you may find interesting using the email address that you have provided. You can opt-out of receiving these emails at any time by clicking on the unsubscribe link at the bottom of each email.
We may also use personal information to improve our services and website. We may use personal information to customize our website according to your interests and preferences. We may also use personal information to conduct market research and analyze user behavior in order to improve our services.
We will never sell your personal information to third parties for marketing purposes. However, we may share your personal information with insurance and investment service providers who help us provide our services and with government agencies as required by law.
We take reasonable steps to protect your personal information from unauthorized access, alteration, disclosure, or destruction. We regularly review our security measures and update them as necessary.
How We Share Personal Information
We understand that your personal information is valuable and we do not sell or rent it to third parties. We may share your personal information with insurance providers in order to provide you with the best possible insurance coverage. In some cases, we may also need to share your personal information with our affiliates or service providers in order to process your insurance application or to provide you with support services. In all cases, we take measures to ensure that your personal information is handled in accordance with our privacy policy and applicable laws.
We may also disclose your personal information if we are required to do so by law or if we believe that such disclosure is necessary to protect our rights, the safety of our customers, or to comply with a judicial proceeding or legal process.
We take reasonable steps to ensure the security and confidentiality of your personal information, including the use of encryption and other security measures to protect against unauthorized access and disclosure. We also regularly review and update our privacy policy to ensure that it reflects the latest legal and industry standards.
How We Protect Personal Information
We use industry-standard encryption and other security measures to safeguard your personal information from unauthorized access, disclosure, and misuse. We also limit access to your personal information to only those employees, agents, and service providers who need it to provide you with the best possible insurance coverage and services.
Our privacy policy is regularly reviewed and updated to ensure that it is in compliance with applicable laws and industry standards. We also train our employees on the importance of protecting your personal information and the measures we have in place to do so.
How long do we retain your personal information?
We will retain your personal information as long as necessary to help complete the insurance process. Only our authorized representative(s) will have access to your information in order to help fulfill your insurance quote needs and service you to their best capabilities. If you have an active life insurance policy and have used our service, the retention of your personal information will be needed only if it is necessary for legal obligations.
Consent to contact
Wealth Insured may offer you an insurance quote directly from our quote page if you wish to provide personal information including your first and last name, email address, phone number and other required information. We collect this information so that we can obtain an accurate quote from insurance partners, and use this information to contact you regarding your quote. When you submit a Contact form, or request an Insurance Quote on our website, you are consenting to contact from one of our financial advisors from our company. This contact may happen via text, phone call, email, or mail, or alternatively via the preferred contact method.
Links to external websites
Our website and services have links to third party external websites which are not associated with us, nor are they operated by us. Clicking on links to third party websites will direct you to the linked websites. As a company that prides itself on user privacy and transparency, and understands the importance of privacy and transparency, we advise you to understand the privacy policies and practices of all third party websites that we have linked on our website, and all websites that you visit.
We are not responsible for, nor do we have control over the content, privacy policies, or practices used by third party websites or services that you may be linked to or that you visit.
Changes to our Privacy Policy
Our Privacy Policy will be updated whenever necessary and we will continue to uphold user privacy and transparency. We recommend that you periodically review our privacy policy page for any changes. Changes to this Privacy Policy page mean that these policies are up to date and effective.
Most recent update and Effective Date: 6th April, 2023
How Users Can Contact Us With Questions or Concerns
Users can contact us with questions or concerns by phone, email, or mail. If you have any questions regarding our Privacy Policy, please contact us at [email protected]