Privacy Policy

Last updated: [TODO: effective date]

Daniels' Legacy Planning ("DLP," "we," "us") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have.

Information We Collect

• Information you provide in our quote form: name, age, state, general health status, coverage interests, budget, goals, email address, phone number, and preferred call time.
• Your consent record: whether you agreed to be contacted, the consent wording shown to you, and when you agreed.
• Basic usage information, such as pages visited, buttons clicked, referring page, and browser type, collected through cookies and analytics tools (for example, Google Analytics and advertising pixels).
• [TODO: confirm complete list, including any data from SMS replies or phone calls]

How We Use Your Information

• To contact you about insurance and annuity products you asked about, by phone, text message, and email, as you consented.
• To prepare quotes and review coverage options with you.
• To schedule consultations and send related reminders.
• To measure and improve our website and advertising.
• [TODO: confirm any additional uses]

Who We Share It With

[TODO: list every category of recipient — e.g., insurance carriers when you apply, service providers that host our website, CRM, SMS and calling tools, and analytics/advertising partners. DLP plans to eventually share or sell leads to other licensed agents. Before that starts, it MUST be disclosed here and in the consent language on the form, and leads collected before the disclosure should not be shared.]

Text Messages and Calls

If you consent, we may contact you by calls and texts, which may use automated technology. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to any text to opt out, or HELP for help. [TODO: message frequency]

Your Choices and Opt-Out

• Reply STOP to any text message to stop receiving texts.
• Use the unsubscribe link in any marketing email.
• Contact us using the information below to ask that we stop calling you, or to request access to, correction of, or deletion of your information.
• You can block or delete cookies through your browser settings.

Data Security and Retention

[TODO: describe how long data is kept and general security practices]

Children's Privacy

This website is intended for adults. We do not knowingly collect information from anyone under 18.

State-Specific Rights

[TODO: state-specific disclosures for Missouri, Oklahoma, and any other states where visitors may reside]

Changes to This Policy

We may update this policy from time to time. The "Last updated" date above shows when it was last changed.

Contact Us

Daniels' Legacy Planning
[TODO: mailing address]
Phone: [TODO: confirm phone]
Email: [TODO: privacy contact email]