Protecting client privacy is paramount across all businesses, regardless of their nature. Every company must prioritize safeguarding sensitive information, no matter its scale.

As part of our commitment to superior customer care, we diligently safeguard the personal information entrusted to us by our clients. We ensure the confidentiality of any information collected during insurance transactions.

In accordance with Title V of the Gramm-Leach-Bliley Act (GLBA), this notice outlines our privacy practices and standards aimed at protecting the confidentiality of nonpublic personal information.

We do not share any non-public personal information about our clients with non-affiliated third parties unless they provide notice of their privacy policies and practices, including the type of information collected and the categories of entities to which it may be disclosed.

We neither sell nor market non-public personal information.


We collect non-public personal information, including:

  1. Information from applications or other forms provided by you
  2. Transactional information with us, our affiliates, or others
  3. Information from consumer reporting agencies
  4. Driver information from state motor vehicle departments
  5. Medical or financial information

The information collected allows us to underwrite and find the best insurance solutions for you, your family, and/or your business.


We may disclose nonpublic personal financial information about you to:

  1. Financial service providers such as life insurers, automobile insurers, and mortgage bankers
  2. Non-financial companies like retailers, direct marketers, and publishers

We may also disclose non-public personal financial information as permitted by law.


We implement various measures to protect your privacy:

  1. Restricting access to nonpublic personal financial information to employees who need it for providing products or services
  2. Maintaining physical, electronic, and procedural safeguards complying with federal regulations

Your Choice to Share Information: We never coerce you into sharing information. If you prefer that we not disclose nonpublic personal financial information to non-affiliated third parties, you have the option to opt out. You can do so by directing us not to make those disclosures, other than disclosures permitted by law.

If you wish to opt out of disclosures to non-affiliated third parties, you may contact us:

  • Call at +1 (972) 905-5456
  • Address: 820 W Spring Creek Pkwy Ste 400-K, Plano, TX 75023, United States

To opt out, provide us with your full name, address, policy number(s), and your direction that we do not share information with non-affiliated third parties.