True North Legacy Planning (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website, submit a form, or communicate with us regarding insurance, final expense, mortgage protection, or any related services.

By using our website or submitting your information, you consent to the practices described in this Privacy Policy.

1. Information We Collect

Personal Information

When you request a quote, book an appointment, or submit a form, we may collect:

• Full name

• Email address

• Phone number

• State of residence

• Date of birth

• Basic health information (if provided)

• Service interests (IUL, Final Expense, Mortgage Protection, Burial Benefits)

Automatically Collected Information

We may also collect:

• IP address

• Device information

• Browser type

• Pages viewed

• Cookies and tracking data for analytics and ad performance

2. How We Use Your Information

We use your information to:

• Provide insurance quotes tailored to your situation

• Connect you with licensed agents or advisors

• Respond to your questions and inquiries

• Verify eligibility with insurance carriers

• Send updates, requested information, or follow-ups

• Improve website performance and user experience

• Run advertising campaigns and retargeting (Meta, Google, TikTok, etc.)

We do not sell your personal information.

3. SMS/Text Messaging Policy

By submitting your phone number, you agree to receive:

• Quote information

• Appointment confirmations

• Follow-up messages

• Important updates related to your request

Message & data rates may apply.
You can opt out anytime by replying “STOP.”

4. Sharing of Information

We may share your information ONLY with:

• Licensed insurance professionals

• Approved insurance carriers

• CRM or marketing platforms we use (Ringy, GoHighLevel, Mailchimp, etc.)

• Legal or regulatory bodies if required by law

We never sell or rent your personal data.

5. Data Security

We use appropriate security measures to protect your data, including:

• Encrypted form submissions

• Secure servers

• Restricted access to internal systems

No online system is 100% secure, but we take every reasonable step to safeguard your information.

6. Cookies & Tracking Technology

We use cookies, pixels, and tracking tools for:

• Analytics (Google Analytics, Meta Pixel)

• Ad performance

• Retargeting

• Website improvements

You may block cookies through your browser settings.

7. Third-Party Links

Our website may contain links to third-party sites.
We are not responsible for the privacy practices of those sites.

8. Children’s Privacy

We do not knowingly collect information from individuals under the age of 18.

9. Your Rights

You may request to:

• View the data we have

• Update your personal information

• Opt out of communication

• Request deletion of your information

To request changes, contact us at:

📧 info@truenorthlegacyplanning.com
📞 951-394-1342

10. Changes to This Privacy Policy

We may update this policy at any time. The latest revision date will always be shown at the top.

11. Contact Us

For questions about this Privacy Policy, please contact:

True North Legacy Planning
📧 info@truenorthlegacyplanning.com
📞 951-394-1342