Privacy Policy
Effective Date: August 15 2026 Last Updated: August 15 2026
Kingdom Wealth Financial Planning ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [kingdomwealthfp.org], use our services, or engage with us regarding life insurance, annuities, and related financial services through social media, text message, phone calls, emails and more.
Please read this Privacy Policy carefully. By accessing or using our website and services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We collect information that identifies, relates to, describes, or is reasonably capable of being associated with you. The types of personal information we collect include:
Identifiers and Contact Information: Name, email address, mailing address, phone number, and mobile number (collected via website contact forms, quote request forms, and applications).
Financial and Insurance Information: Income, assets, debts, financial goals, beneficiaries, current insurance policies, and health information (as necessary and legally permitted for life insurance and annuity underwriting).
Government-Issued Identification: Social Security Number, Driver’s License number, or other identification necessary for processing financial transactions and verifying identity.
Digital/Website Usage Data: IP address, browser type, device information, and interactions with our website collected via cookies and tracking technologies.
2. How We Collect Your Information
We collect information through the following methods:
Directly from You: When you fill out forms on our website, request a quote, apply for a policy, or communicate with us via phone, email, or SMS.
Automatically: As you navigate our website, information is collected automatically through cookies and similar tracking technologies.
From Third Parties: We may receive information about you from lead generation partners, consumer reporting agencies, or medical professionals (with your explicit authorization during the underwriting process).
3. How We Use Your Information
We use the information we collect for the following business purposes:
Service Delivery: To provide life insurance and annuity quotes, process applications, and facilitate transactions with insurance carriers.
Communication: To contact you regarding your inquiries, policy updates, renewals, and account status.
Marketing and Lead Generation: To send you promotional materials, newsletters, and offers via email, phone calls, and SMS text messages (subject to your consent and communication preferences).
Compliance and Legal Obligations: To comply with state insurance regulations, federal financial laws, and anti-fraud measures.
Website Improvement: To analyze website traffic and improve user experience.
4. TCPA & Communication Consent (Calls, Texts, Emails)
By providing your phone number and email address through our website forms, you expressly consent to receive communications from [Kingdom Wealth Financial Planning] and our licensed agents. These communications may include phone calls, emails, and SMS text messages regarding insurance products, services, and account updates.
SMS/Text Messaging: Message and data rates may apply. You may opt out of receiving text messages at any time by replying "STOP" to any message.
Email Marketing: You can opt out of marketing emails by clicking the "Unsubscribe" link at the bottom of our emails.
Do Not Call: We respect your preferences. If you no longer wish to receive phone calls from us, please inform our agent during the call or contact us directly.
5. Sharing of Your Information
We do not sell your personal information to third parties. We may share your information only in the following circumstances:
Insurance Carriers & Partners: We share your application data with insurance companies and underwriters to secure the policies and annuities you request.
Service Providers: We may share information with third-party vendors who assist us with email delivery, CRM management, text messaging platforms, and website hosting.
Legal and Regulatory Authorities: We may disclose your information as required by law, subpoena, or in response to requests from state insurance departments or law enforcement.
6. Data Security
We implement commercially reasonable administrative, technical, and physical security measures to protect your personal and financial information from unauthorized access, disclosure, or destruction. However, no electronic transmission or storage system is 100% secure. We cannot guarantee the absolute security of your data.
7. Your Privacy Choices and Rights
Depending on your state of residence, you may have the right to:
Request access to the personal data we have collected about you.
Request correction of inaccurate information.
Request deletion of your personal data (subject to legal and regulatory record-keeping requirements).
Opt-out of certain marketing communications.