Privacy Policy

David Allen Phillips, Jr. (Insurance Agent) is committed to safeguarding your personal information is a priority. This Privacy Policy outlines how we collect, use, protect, and disclose your personal data. By utilizing our services, you agree to the practices detailed in this policy.

1. Information We Collect:

We may collect the following types of personal information:

a. Personal Information: Name, address, phone number, email, Social Security number.

b. Financial Information: Income, insurance coverage details, payment information, and claims history. Health Information:

Medical records, prescriptions, and other health data relevant to insurance products like life insurance.

2. How We Use Your Information

Your information may be used to:

a. Provide accurate insurance quotes and process your applications.

b. Manage, update, and service your policies.

c. Identify suitable insurance products based on your specific needs.

d. Ensure compliance with legal obligations and industry regulations.

e. Communicate policy updates and important notices.

3. How We Protect Your Information

We use encryption, secure servers, and access controls to protect your personal information. Only authorized personnel have access to your data, and we continuously review our data protection measures.

4. Information Sharing

We will not sell or rent your personal information. Your data may be shared in the following cases:

a. With insurance providers and partners to fulfill your requests and service your policies.

b. When required by law or regulatory authorities.

5. Your Rights

You have the right to:

a. Request access to the personal data we hold about you.

b. Correct any inaccuracies in your information.

c. Opt out of marketing communications.

d. Request that we delete your personal data, subject to legal and business-related exceptions.

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on our website and communicated to you through appropriate channels.

7. Contact Information

If you have any questions regarding this policy or your personal data, please contact us:

David Allen Phillips, Jr.

Email: [email protected]

Phone: (704) 668-2146