Privacy Policy for Aspen Creek Wealth Strategies
At Aspen Creek Wealth Strategies, we understand the importance of protecting the privacy and security of our client’ personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our life insurance services.
1. Information We Collect:
We may collect personal information from you when you apply for our life insurance products or services, interact with our website, mobile application, or communicate with us through various channels. This information may include but is not limited to:
- Name, address, date of birth, and contact details
- Financial information, such as income, assets, and liabilities
- Health and medical information relevant to the insurance application
- Employment information
- Other information necessary to provide our services or comply with legal requirements
2. How We Use Your Information:
We use the information collected for the following purposes:
- To process and administer your life insurance application and policy
- To verify your identity and assess your eligibility for insurance coverage
- To provide client support and respond to inquiries
- To personalize your experience and improve our products and services
- To comply with legal and regulatory obligations
3. Information Sharing and Disclosure:
- We may share your personal information with third parties under the following circumstances:
- With service providers and business partners involved in providing our services
- With regulatory authorities or law enforcement agencies as required by law
- With affiliates and subsidiaries for internal business purposes
- With your consent or as otherwise permitted by applicable law
4. Data Security:
We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. We regularly review and update our security practices to maintain the confidentiality and integrity of your data.
5. Data Retention:
We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.
6. Your Rights:
You have certain rights regarding your personal information, including the right to access, correct, or delete your data. You may also have the right to object to or restrict certain processing activities. To exercise these rights or for any inquiries regarding your personal information, please contact us using the information provided below.
7. Updates to this Privacy Policy:
We reserve the right to update or modify this Privacy Policy at any time. We will notify you of any material changes by posting the revised policy on our website or through other appropriate channels. Your continued use of our services after the effective date of the revised policy constitutes acceptance of the changes.
8. Contact Us:
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Aspen Creek Wealth Strategies
719-722-2992
Operations@aspen-creek.net
Effective Date: 1/1/2024
By interacting with our life insurance services, you acknowledge that you have read and understood this Privacy Policy and agree to the collection, use, and disclosure of your personal information as described herein.