Privacy Policy

Last Updated: July, 2025

Overview

American Trustee Financial Services i collects personal and usage data via forms and tracking tools, offering healthcare insurance services.

Contact & Inquiries

Users can send messages via Contact Page. Queries handled through provided contact info.

TCPA Consent

By submitting info, you consent to contact via SMS/calls, including autodialed or prerecorded messages, for any inquiry or relation. Calls may be recorded. You certify ownership and permission to receive messages.

Data Collected

Includes name, email, phone, location, usage data, and tracking. Mandatory unless stated otherwise.

Legal Basis for Processing

Consent, contractual necessity, legal obligations, legitimate interests, or public interest tasks.

Purpose of Processing

Provides services, marketing, analytics, fraud detection, tag management, displaying external content.

Third‑Party Processors

Data accessible by internal staff and external processors: hosting, IT, communications agencies, etc.

Analytics & External Services

Uses Google Analytics, Google Fonts, Calendly, Google Tag Manager. Data processed in the US; may constitute sale under CCPA.

Data Retention

Contractual data retained until performance; legitimate interest data until purpose ends; consented data until withdrawal; or longer as legally required. Deleted after retention period.

User Rights

Includes withdrawal of consent; objection; access; correction; restriction; deletion; portability; filing complaints.

Californian Consumer Rights (CCPA)

Specifies data categories collected, sold/disclosed; how to opt out; user rights per CCPA supersede conflicting clauses.

Trusted nationwide for reliable insurance solutions, I help individuals, families, and businesses secure their future with flexible health, life, and supplemental coverage delivered with integrity, clarity, and care.