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At Lineage Financial Company, we are committed to maintaining the trust and confidence of our clients. In the spirit of transparency, this Privacy Policy provides detailed information on when and why we collect your personal information, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. This policy is specifically tailored to our clients interested in Insurance products.
1. Information We Collect To offer you our innovative IUL insurance policies, which combine protection with market-linked growth, we need to collect certain personal information, including but not limited to: Name and Contact Information, Date of Birth, Financial Information and Investment Goals, Health Information (where applicable). Any other information necessary to tailor your policy to fit your unique needs. 2. How We Use Your Information The information we collect allows us to: Provide you with personalized IUL insurance policies that offer flexibility and potential for cash value accumulation. Adjust coverage and premiums as your life evolves, ensuring your policy continuously meets your needs. Communicate with you about your policy or any changes to our products. Conduct analysis and research to improve our services. 3. Security of Your Information We are dedicated to keeping your personal information secure. We employ a range of security measures, including encryption and access controls, to protect against unauthorized access, alteration, disclosure, or destruction of your personal information. 4. Your Rights You have rights over your personal information, including: The right to request access to the personal information we hold about you. The right to request corrections to any inaccurate or incomplete information. The right to object to the processing of your personal information. The right to request the deletion of your personal information, subject to legal and regulatory requirements.
5. Changes to This Privacy Policy Lineage Insurance Company reserves the right to modify this Privacy Policy at any time. We encourage you to review it periodically. If we make significant changes, we will notify you through our website or by other means, as appropriate. 6. Contact Us If you have any questions about this Privacy Policy or our treatment of your personal information, please contact us at:
Lineage Financial Group
Kissimmee, Fl 34744
Email: info@lineagefinancialgroup.com
Phone: 407-606-6738
By choosing Lineage Financial Company for your Life Insurance, you're securing
your legacy with a smarter approach to life insurance. We're dedicated to providing you with a lifetime
of financial confidence, underpinned by a commitment to your privacy and security.
Copyright © 2020 Lineage Financial Group - All Rights Reserved.
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