JOptiman Consultancy – Privacy Policy

Effective Date: August 20, 2025

Last Updated: August 20, 2025

1. Introduction

JOptiman Consultancy (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services, website, or communications.

2. Information We Collect

Personal Information: Name, email, phone number, address, date of birth, financial details, insurance/retirement goals.

Non-Personal Information: Browser type, IP address, device information, cookies, and analytics data.

Sensitive Data: Information related to insurance suitability, health-related details (when applicable), and compliance-related disclosures.

3. How We Use Information

We use collected information to:

Provide insurance and financial consulting services

Process applications and service requests

Communicate via email, phone, and SMS (with consent)

Comply with state and federal regulatory requirements

Improve marketing, CRM workflows, and client experience

4. Sharing of Information

We do not sell personal data. Information may be shared with:

Licensed agents, carriers, and financial partners (for service delivery)

Technology providers (CRM, analytics, payment processors)

Regulators and authorities as required by law

5. Cookies & Tracking

Our website and funnels may use cookies and analytics to personalize your experience and measure marketing performance.

6. Data Security

We implement encryption, secure servers, and access controls. However, no system is 100% secure.

7. Your Rights

Depending on your state of residence, you may have the right to:

Access and correct your information

Request deletion of your data

Opt out of marketing communications

8. Contact Us

For privacy concerns, contact:

JOptiman Consultancy, LLC

675 Town Square Blvd. Suite 200, Garland, TX 75040

[email protected] | ☎ 8884917757