Privacy Policy - PlanForFam | Professional Life Insurance Services

Privacy Policy

Professional Insurance Services - Protecting Your Information & Your Family's Future

Effective Date: September 18, 2025
Last Updated: September 17, 2025

πŸ›‘οΈ About PlanForFam Professional Insurance Services

PlanForFam provides licensed insurance services to help families secure their financial future. We are independent licensed insurance professionals who work with an A-rated insurance carrier to provide comprehensive life insurance solutions.

Our services include Term Life, Whole Life, and Final Expense insurance products, all designed to protect your family's financial security with professional guidance and personalized recommendations.

πŸ” Information We Collect

Personal Information:

We collect personal information that you provide to us through our Facebook lead forms and website, including:

  • Contact Information: Name, email address, phone number, mailing address
  • Demographic Information: Age range, state of residence
  • Insurance Preferences: Coverage type interest, coverage amount preferences
  • Communication Preferences: Best time to contact, preferred contact methods

Automatically Collected Information:

  • Website Usage: Pages visited, time spent on site, browser type
  • Device Information: IP address, device type, operating system
  • Cookies: We use cookies to improve your experience on our website

πŸ’Ό How We Use Your Information

We use your personal information to:

πŸ›‘οΈ Provide Insurance Services
Generate personalized quotes, facilitate applications, provide professional consultation
πŸ“ž Professional Communication
Contact you about insurance products and services you've requested from our licensed professionals
βš–οΈ Compliance & Licensing
Meet regulatory requirements and maintain our professional licensing standards
πŸ“ˆ Service Improvement
Enhance our services, conduct analytics, and prevent fraud

🀝 How We Share Your Information

⚠️ We Do NOT:

  • ❌ Sell your personal information to third parties for marketing
  • ❌ Share information with unauthorized parties
  • ❌ Use your information for purposes other than insurance services
  • ❌ Provide information without proper consent or legal requirement

πŸ›οΈ Licensed Insurance Carrier:

As licensed insurance professionals, we work with an A-rated insurance company to provide you with the best coverage options. We share your information with this licensed carrier for:

  • Underwriting and quote generation
  • Policy application processing
  • Claims processing (if you become a policyholder)
  • Regulatory compliance and reporting

πŸ”’ Data Security & Protection

We protect your information through industry-standard security measures:

πŸ”
SSL Encryption
Secure data transmission
πŸ‘₯
Access Controls
Licensed professionals only
πŸ”„
Regular Updates
Latest security protocols
βœ…
Insurance Compliance
Industry security standards

βš–οΈ Your Rights and Choices

πŸ“‹ Access and Correction:

  • Request to see information we have about you
  • Correct any inaccurate information
  • Update your communication preferences
  • Request copies of your insurance applications

🚫 Opt-Out Rights:

  • Unsubscribe from marketing communications
  • Remove yourself from our contact lists
  • Request data deletion (subject to legal requirements)
  • Withdraw consent for non-essential communications

πŸ›οΈ Professional Licensing & Compliance

πŸ“œ Our Professional Status:

  • Licensed Insurance Professionals: We maintain current licenses in all states where we conduct business
  • Regulatory Oversight: We operate under state insurance department supervision
  • Professional Standards: We adhere to all insurance industry ethical and professional standards
  • Continuing Education: We maintain current knowledge of insurance laws and products

πŸ” Consumer Protection Resources:

  • License Verification: Contact your state's Department of Insurance to verify our professional licensing
  • File Complaints: Contact your state insurance department for any service concerns
  • NAIC Database: Search the National Association of Insurance Commissioners producer database
  • Consumer Rights: You have rights under state insurance consumer protection laws

πŸ“± Facebook Lead Forms & Digital Marketing

When you submit information through our Facebook lead forms or other digital marketing:

  • Professional Service: You are requesting consultation from licensed insurance professionals
  • Consent for Contact: By submitting the form, you consent to be contacted by our licensed team
  • Secure Transfer: Your information is securely transferred to our professional CRM system
  • Timely Response: A licensed insurance professional will contact you within 48 hours
  • No Obligation: Initial consultations are provided at no cost with no obligation to purchase

πŸ“ž Contact Our Professional Team

πŸ”’ Privacy & Data Questions

Email: [email protected]

Phone: (470) 632-1843

Response Time: Within 48 hours

πŸ›‘οΈ Insurance Services

Email: [email protected]

Phone: (470) 632-1843

Website: www.planforfam.com

Licensed Professional Consultations Available

βš–οΈ Regulatory & Complaints

State Insurance Departments: Contact your state's regulatory authority

NAIC Consumer Information: www.naic.org

Professional Licensing Verification Available