Privacy Policy

Effective Date: [02.26.2025]

Briscoe Financial ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you engage with our services as an insurance broker, third-party consultant, or through our website and communication channels.

1. How We Collect Your Personal Information

At BRISCOE FINANCIAL, we prioritize the confidentiality and security of your personal information. We collect your information through various means, including website forms, cookies, emails, and offline interactions.

  • Website forms allow us to gather specific data when you reach out for services or information.

  • Cookies are utilized to enhance your browsing experience on our website, enabling us to remember your preferences and analyze site usage.

  • Emails provide us a direct line of communication with you, allowing us to offer tailored responses and insights.

  • Offline Interactions, such as phone calls or in-person meetings, also contribute to our understanding of your needs and preferences.

Your privacy is paramount, and we are committed to safeguarding your information while providing exceptional service to meet your life insurance needs.

2. What Personal Information We Collect

We collect various types of personal information, including but not limited to:

  • Personal Identifiable Information (PII): Name, address, email, phone number, and other contact details.

  • Financial Information: Insurance policy details, payment history, and other relevant financial data.

  • Usage Data: Information about how you interact with our website, services, and communications.

3. How We Use Your Personal Information

We use your personal information for the following purposes:

  • To provide insurance brokerage and consultancy services.

  • To process applications and claims.

  • To communicate with you regarding our services, including customer support.

  • To comply with legal obligations and regulatory requirements.

  • To improve our website, products, and services based on user feedback and analytics.

3. SMS Communications

  • By providing your phone number, you consent to receive SMS messages related to our services, including policy updates, appointment reminders, and other transactional communications.

  • SMS opt-in or phone numbers for the purpose of SMS are NOT being shared with affiliates for marketing purposes.

  • You can opt out of receiving SMS messages at any time by replying "STOP" to any message received.

4. How and Why We Share Personal Information with Third Parties

We do not sell or rent your personal information. However, we may share your data with:

  • Insurance carriers and third-party service providers to facilitate services on your behalf.

  • Regulatory bodies if required by law or for compliance purposes.

  • Business partners only when necessary to provide essential services, not for marketing purposes.

5. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

6. Your Rights and Choices

You have the right to:

  • Request access to or correction of your personal data.

  • Opt out of marketing communications at any time.

  • Request the deletion of your personal data, subject to legal obligations.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the revised effective date.

8. Contact Us

If you have any questions about this Privacy Policy or your data rights, please contact us at:

Briscoe Financial
brisk87652@gmail.com
301-798-9686

By using our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.