Privacy Policy
Last updated: June 1, 2026
Information We Collect
We collect information you provide directly, such as your name, email address, phone number, and financial details when you fill out our coverage quiz or contact form. We also collect certain technical data automatically, including your IP address, browser type, and pages visited, to improve our website and services.
How We Use Your Information
The information you provide is used to match you with a licensed insurance advisor, personalize your experience, and communicate with you about our services. We may also use aggregated data for analytics and to improve our website.
Information Sharing
We do not sell your personal information. We may share your data with trusted third-party service providers who assist in delivering our services, such as CRM platforms and analytics tools. These providers are contractually bound to protect your data.
Cookies
We use cookies and similar tracking technologies to analyze traffic, personalize content, and improve your experience. You can control cookie preferences through your browser settings. For more details, see our Cookie Consent banner.
Data Security
We implement industry-standard security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your Rights
You have the right to access, correct, or delete your personal information at any time. To exercise these rights, contact us at privacy@planningthefuture.org.
Contact
If you have questions about this Privacy Policy, please contact us at privacy@planningthefuture.org.