Privacy Policy

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At Truvista Insurance, we are committed to protecting your personal information and respecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you:

• Visit our website www.truvista-insurance.com
• Communicate with us via phone or email
• Use our services
• Interact with us in any other way

By accessing or using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

We Collect Personal Information

We may collect personal information that identifies you as an individual, such as:

• Contact Information: Name, mailing address, email address, phone number
• Demographic Information: Date of birth, gender
• Health Information: Medical history, current health status, medications (necessary for health insurance applications)
• Financial Information: Income details, employment status (necessary for life insurance underwriting)
• Identification Numbers: Policy numbers, driver's license numbers (only if required)

How We Collect Information

• Directly from You: When you fill out forms on our website, contact us via phone or email, or provide information during consultations.
• Through Referrals: From third parties such as CPAs who have obtained your consent to share your information with us.
• Automatically: Through cookies and similar tracking technologies when you visit our website.

Cookies and Tracking Technologies

We use cookies to enhance your experience on our website. You can control the use of cookies at the individual browser level.

Use of Your Information

We use your personal information to:

• Provide Services: Process insurance applications, quotes, and claims.
• Communicate: Send you updates, confirmations, and service-related messages.
• Improve Services: Enhance our website and services based on your feedback.
• Compliance: Comply with legal obligations and regulatory requirements.

Disclosure of Your Information

We may disclose your personal information to:

• Insurance Carriers: To obtain quotes, process applications, and manage policies on your behalf.
• Service Providers: Third-party vendors who assist in operating our business (e.g., IT support, data storage).
• Legal and Regulatory Authorities: When required by law, regulation, or legal process.
• Business Transfers: In the event of a merger, acquisition, or sale of assets.

Third-Party Service Providers

All third-party service providers are required to maintain the confidentiality and security of your personal information and to use it only for the purposes we specify.

Security of Your Information

We implement a variety of security measures to protect your personal information:

• Encryption: Data transmitted online is encrypted using Secure Socket Layer (SSL) technology.
• Access Controls: Personal information is accessible only to authorized personnel who have a legitimate business need.
• Physical Security: Our facilities are secured to prevent unauthorized access.

Despite these measures, no method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

Your Choices and Rights

• Access and Correction: You may request access to your personal information and request corrections if it is inaccurate or incomplete.
• Opt-Out: You may opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly.
• Do Not Track Signals: Our website does not currently respond to Do Not Track signals.

Children's Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13 years of age. If we become aware that we have inadvertently received personal information from a child under the age of 13, we will delete such information from our records.

Retention of Your Information

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by updating the "Effective Date" at the top of this policy. Your continued use of our services after any changes indicates your acceptance of the revised policy.

Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact us:

• Email: Info@truvista-insurance.com