How We Protect Your Information

Applying for life insurance means sharing personal details about your health, family, and finances. [ENTITY LEGAL NAME], doing business as Impact Financial Group, takes that responsibility seriously. This page explains, in plain language, the safeguards we use to protect your information.

Encryption in transit

Our website uses TLS encryption, the same standard used by banks, so information you type into our forms is scrambled while it travels between your device and our systems. Look for the padlock icon in your browser's address bar as confirmation. When we exchange application data with insurance carriers, we use the carriers' secure portals and encrypted channels rather than unprotected email whenever possible.

Limited access

Client information is available only to the people who need it to serve you. Access to our client records is restricted to licensed agents and staff working on your file, protected by unique logins and strong password requirements. When staff members leave the agency, their access is removed promptly. Physical documents, when we have them, are stored securely and shredded when no longer needed.

We never sell your data

Your information is used to quote, apply for, and service your coverage. We do not sell, rent, or trade your personal information to data brokers or unrelated marketers, period. The only parties who see your details are the insurance carriers you choose to apply with, the service providers who help us run our agency under confidentiality obligations, and regulators when the law requires it. Our privacy policy describes these practices in full.

Vendor and carrier standards

We work with established insurance carriers and technology providers that maintain their own security programs. Before adopting a new tool that touches client data, we review how it stores and protects information. Carriers we represent are subject to state insurance regulations that impose their own data protection requirements.

What you can do

A few habits on your end add another layer of protection:

• Avoid sending Social Security numbers or full health histories by regular email; call us instead at (561) 287-3456 and we will collect sensitive details securely
• Be cautious of unexpected messages claiming to be from us, and verify by calling our office directly
• Keep your own records of policy numbers and beneficiary designations in a safe place

Questions or concerns

If you have a question about how your information is handled, or you suspect your data may have been exposed, contact us right away at (561) 287-3456 or info@impactfinancialgroup.com. We will investigate promptly and tell you what we find.