Last Updated: 09/30/2025
This Privacy Policy explains how True Wealth Insurance (“Company,” “we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you use our website (truewealthinsurance.com) and related services (“Services”). By using our Site, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
1.1 Personal Information You Provide
- Name, email address, phone number, mailing address.
- Insurance and financial details (e.g., policy information, income, debt data) voluntarily provided when requesting a consultation or quote.
- Payment details, if you purchase educational materials or services directly.
1.2 Automatically Collected Information
- Log data (IP address, browser type, operating system, access times).
- Usage data (pages viewed, clicks, referring website).
- Cookies or tracking technologies to improve user experience.
1.3 Information from Third Parties
- Public databases, business partners, or licensed carriers when processing insurance applications.
2. How We Use Your Information
We use collected information to:
- Provide Services, including debt-free planning, insurance consultations, and financial literacy programs.
- Respond to inquiries, schedule consultations, and deliver requested materials.
- Process applications and communicate with carriers for insurance products.
- Comply with state and federal insurance regulations.
- Improve website performance, marketing, and user experience.
3. Sharing of Information
We do not sell your personal information. We may share your information with:
- Insurance Carriers & Partners — to process applications and provide requested products.
- Service Providers — vendors who perform services on our behalf (e.g., scheduling platforms, payment processors).
- Legal & Regulatory Authorities — when required by law, subpoena, or state insurance departments.
- Business Transfers — if True Wealth Insurance merges, sells, or restructures its business.
4. Cookies and Tracking
- We may use cookies, pixels, and similar technologies for site analytics, advertising, and personalization.
- You can control cookies through your browser settings. Some features may not function properly without them.
5. Data Security
We implement commercially reasonable measures to safeguard your data against unauthorized access, disclosure, or misuse. However, no system is 100% secure. Use of the Site is at your own risk.
6. Your Rights
Depending on your state of residence, you may have rights such as:
- Requesting access to or correction of your personal information.
- Requesting deletion of your data (subject to regulatory retention requirements).
- Opting out of certain communications.
Texas law and the laws of other states where we are licensed may provide additional privacy protections.
7. Children’s Privacy
Our Services are not directed to individuals under 18. We do not knowingly collect information from minors. If we discover we have inadvertently collected data from a child, we will delete it.
8. Third-Party Links
Our Site may contain links to external websites. We are not responsible for their privacy practices. Please review their policies separately.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted here with the “Last Updated” date revised. Continued use of the Site after changes constitutes acceptance.
10. Contact Us
If you have questions about this Privacy Policy or wish to exercise your rights, contact us:
True Wealth Insurance
📞 (469) 991-5420
✉️ info@truewealthinsurance.com