Privacy Policy

Effective Date:

05/25/2025


At

USA Estates

, your privacy is our priority. We are committed to protecting the personal information you share with us and ensuring transparency about how we handle your data.


1. Information We Collect


We may collect personal information such as:


Name, address, and contact details (including phone number and email)Social Security number and other identifiersHealth and financial information relevant to life insurance applicationsCommunication preferences


2. How We Use Your Information


We use your information solely for the purpose of:


Processing and managing your life insurance applications and policiesCommunicating with you regarding your policy, services, and updatesProviding customer support and responding to inquiriesMeeting regulatory and legal obligations


3. Information Sharing


We

do not sell, rent, or share your personal information with third parties

for marketing or promotional purposes.


No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.


Information sharing to subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share your information with trusted service providers (e.g., IT support, legal and compliance advisors) who are contractually obligated to keep your data secure and confidential, and only use it to provide specific services on our behalf.


4. Data Security


We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, misuse, or disclosure.


5. Your Choices


You may request to:


Access or update your personal informationOpt out of certain communicationsInquire about how your data is being used


To do so, please contact us using the information below.


6. Contact Us


If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact us at:


📧

[email protected]

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At 12 years old, the now-licensed insurance professional was mowing neighbors' lawns and learning discipline through the game of football. Fast forward to today—he’s helping families make sure their loved ones aren’t burdened with funeral expenses, or maybe even leave a legacy behind.


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My email is below—talk soon!