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Privacy Policy

This notice is the privacy policy of InsureSimpli and its affiliated companies, and is meant to provide you with information regarding how we use your personal information and what your rights are regarding your non-public personal information.

We collect certain non-public information in order to serve your insurance and retirement needs and we are committed to maintaining the privacy of this information in accordance with the law.

All employees and affiliates of our company with access to personal information about our clients are required to follow this policy. Our privacy policy applies to all personally identifiable non-public information about you that is obtained in connection with providing our services and continues forever. 

We will keep your information physically and electronically secure.

The Kind of Information We Collect
When you complete your insurance application form, claim form, or other forms, we typically receive the following kinds of information from you:

  • Name
  • Address
  • Date of birth
  • Gender
  • Medical information
  • Your investment preferences and goals
  • Certain browser statistics as you use our site

When May We Disclose Your Personal Information
We do not share your personal information except to provide you  with the life insurance and retirement services you request. In order to provide our services to you, only specific and necessary information may be shared with other service providers. We may need to provide your non-public information to affiliated and non-affiliated persons or entities involved in the underwriting, processing, servicing and marketing of insurance policies and retirement vehicles.

There are times when we are required by law to provide your non-public information to authorized persons or entities, such as complying with a subpoena or summons by federal, state or local authorities or other purposes required by law.

If you have any questions about our privacy policy,  please write to us at 360 Central Ave Suite 800, St Petersburg FL 33701