Privacy Policy

Introduction

At Lopez Wealth Care Insurance, we respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

Service Areas & Licensing

Lopez Wealth Care Insurance is proud to serve clients in the following states and nationwide:

While we are licensed in these specific states, we offer consultation services and can assist families across the entire United States.

Information We Collect

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

• Identity Data: includes first name, last name, username or similar identifier.
• Contact Data: includes email address and telephone numbers.
• Technical Data: includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location.
• Usage Data: includes information about how you use our website, products and services.

How We Use Your Information

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

• To provide you with information or services that you request from us.
• To notify you about changes to our service.
• To contact you regarding a free policy review or IUL strategy call that you have opted into.
• To improve our website, products/services, marketing, customer relationships and experiences.

Information Sharing

We do not sell your personal information. We may share your personal data with internal third parties and external third parties (such as A-rated insurance carriers) solely for the purpose of providing the insurance products or services you have requested.

Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed.

Contact Us

If you have any questions about this privacy policy or our privacy practices, please contact us at: