We collect information to provide you with accurate insurance analysis and recommendations. This includes details you share directly with us and some technical information from your website visits.
- Personal details like name, age, and contact information
- Financial information relevant to insurance planning
- Health details when analyzing health insurance options
- Property information for asset protection analysis
- Current insurance policies and coverage details
- Communication preferences and interaction history
- Website usage data and technical information
We only collect what's necessary to understand your insurance needs and provide meaningful recommendations. You control what information you share with us during consultations.