Privacy Policy
How we collect, use and protect your personal information.
01Introduction
Protect Invest Plan ("we", "us" or "our") respects your privacy. This policy explains how we collect, use and safeguard information when you visit protectinvestplan.com or use our services.
02Information We Collect
We may collect:
- Contact details such as your name, email address, phone number and mailing address
- Details about the services you are interested in
- Financial, insurance and health-related information you choose to share during consultations
- Messages and documents you send to us
- Technical data such as IP address, browser type and pages visited
Figures entered into the life insurance calculator are processed in your browser only and are never sent to us.
03How We Use Your Information
We use your information to respond to enquiries, provide and improve our services, prepare recommendations, send newsletters you request, prevent fraud and meet legal obligations.
04Sharing Your Information
We do not sell your personal information. We share it only with lenders, insurance carriers, investment platforms and service providers when needed to deliver a service you request, with your consent where required, or when required by law.
05Financial Privacy
We handle nonpublic personal financial information in accordance with the Gramm-Leach-Bliley Act and other applicable federal and Washington State privacy laws.
06Cookies
Our website may use cookies to remember your preferences and understand how visitors use the site. You can control cookies through your browser settings.
07Data Security
We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure, however.
08Your Rights and Choices
You may request access to, correction of or deletion of your personal information by contacting us. You can stop receiving our newsletter at any time on our unsubscribe page or through the link in any email.
09Children's Privacy
Our services are not directed to minors, and we do not knowingly collect personal information from children.
10Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page.
11Contact Us
If you have questions about this Privacy Policy, please contact us:
Protect Invest Plan
1201 3rd Ave, Seattle, WA 98101, USA
Phone: +1 206-555-0191
Email: contact@protectinvestplan.com