Privacy Policy

Effective Date: March 1, 2026.

1. Information We Collect

We collect information you provide directly to us through forms, applications, and communications, including:

  • Personal Identifiers: Name, email, phone number, and physical address.
  • Insurance Information: Details necessary to provide quotes, such as claims history or health information (where applicable and permitted).
  • Automated Data: IP addresses and browsing behavior collected via Meta Pixels and Google Analytics.

2. How We Use Your Information

We use your data to:

  • Provide insurance quotes and manage your policies.
  • Communicate via email, phone, or SMS/Text Messaging.
  • Optimize our advertising on Meta (Facebook/Instagram) and Google.

3. Information Sharing & SMS Privacy

We value your privacy. Personal and mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties except for service providers strictly necessary to deliver our communication services. Wireless carriers are not liable for delayed or undelivered messages.

4. Third-Party Sharing & Tracking (Meta & Google Compliance)

  • Advertising: We use tracking technologies (like the Meta Pixel) to show you relevant ads.
  • Sensitive Data: We do not share sensitive health or financial data with Meta or Google for ad targeting in violation of their 2026 Health Advertising Policies.
  • Service Providers: We share data with our CRM, GoHighLevel, solely to process your requests.

5. Your Rights

Depending on your location (e.g., CCPA/GDPR), you may have the right to access, delete, or opt out of the “sale” or “sharing” of your personal information. To exercise these rights, contact us here.

6. Security

We implement administrative and technical safeguards to protect your data, including encryption for any electronic protected health information (e-PHI) in accordance with HIPAA standards.

7. How We Identify Interested Clients (High Intent Strategy)

To provide the most relevant insurance solutions, we use data-driven strategies to connect with individuals actively seeking coverage:

  • Interest-Based Advertising: We use the Meta Pixel and Google Analytics to identify users who have engaged with our educational content or searched for specific insurance terms (e.g., “best life insurance for seniors”).
  • User-Initiated Inquiries: We prioritize “high intent” leads by focusing on individuals who have completed a full quote request or interaction on our site, ensuring we only contact those who have demonstrated a clear need for our services.
  • Remarketing: If you visit our site but do not complete an application, we may use “retargeting” ads on Google or Meta to provide the remaining information you need to make an informed decision.

8. Third-Party Lead Sources & Compliance

To reach individuals who have expressed interest in our services through comparison shopping or partner websites, we may occasionally acquire contact information from third-party lead providers.

  • Verified Consent: We only contact leads from that you provided prior express written consent to be contacted by Anthony Bouchard or a clearly defined category of insurance professionals.
  • One-to-One Disclosure: In accordance with 2026 FCC regulations, we verify that our partners utilize “one-to-one” consent models, ensuring you were not bundled into a list of hundreds of unrelated businesses.
  • Topically Related: We only contact purchased leads regarding the specific insurance products for which they originally requested information.
  • Data Rights: If we contact you as a result of a lead purchase, you maintain the same rights to opt-out or request data deletion as our direct website visitors.