Privacy Policy for The Insurance Wizard
Effective Date: September 14, 2026
The Insurance Wizard respects your privacy and is committed to protecting the personal information you provide. This Privacy Policy explains how we collect, use, protect, and share information submitted through our Facebook and Instagram lead forms, social-media pages, and other communication channels.
1. Information We Collect
When you request information, a consultation, or a free life insurance protection review, we may collect:
Full name
Phone number
Email address
ZIP code
Age or age range
Current life insurance coverage information
Insurance interests and coverage needs
Preferred contact method and contact time
Information you voluntarily provide during communications
Information submitted through Facebook, Instagram, or other lead-generation forms
Please do not submit sensitive personal information, such as Social Security numbers, medical records, banking information, or financial account numbers through a social-media lead form.
2. How We Use Your Information
We may use the information you provide to:
Respond to your request for information
Contact you about a free life insurance protection review
Explain life insurance and related insurance options
Learn about your general insurance goals and needs
Schedule phone calls, virtual meetings, or appointments
Follow up on your inquiry
Provide customer service
Maintain business and communication records
Comply with applicable legal, regulatory, and professional obligations
Submitting your information does not guarantee approval for insurance, eligibility for coverage, a particular premium, or the availability of any specific insurance product.
3. How We Contact You
By submitting a lead form or otherwise requesting contact, you may be contacted by The Insurance Wizard through the contact information you provide, including by:
Telephone call
Text message
Email
Other communication methods you specifically request
Your consent to receive communications is not a condition of purchasing insurance. Message and data rates may apply. You may opt out of text messages by replying STOP or by contacting us directly. You may unsubscribe from marketing emails by following the instructions included in the email.
Please understand that opting out of certain communications may prevent us from responding to your request or providing requested services.
4. How We Share Your Information
We may share your information only when reasonably necessary for the purposes described in this Privacy Policy, including with:
Service providers that help us operate our business, manage leads, communicate with prospects, or schedule appointments
Technology platforms used to collect and organize lead information
Insurance agencies, organizations, insurance marketing organizations, or insurance carriers when appropriate and authorized for the purpose of evaluating or discussing insurance options
Professional advisers, regulators, law-enforcement agencies, or other parties when required or permitted by law
Successors or parties involved in a business transfer, if applicable
We do not sell your personal information as a standalone product. We do not share your information with unrelated third parties for their own independent marketing purposes unless you have provided appropriate permission or the sharing is otherwise permitted by law.
5. Facebook and Instagram Lead Forms
If you submit information through a Facebook or Instagram lead form, your information may be collected and processed by Meta and transmitted to The Insurance Wizard.
Your use of Facebook or Instagram is also subject to Meta’s own terms, privacy policies, and data practices. You should review Meta’s privacy policy for information about how Meta handles information collected through its services.
6. Data Security
We take reasonable administrative, technical, and organizational measures to protect the information we collect against unauthorized access, use, disclosure, alteration, or destruction.
However, no method of transmitting or storing information is completely secure. We cannot guarantee absolute security of your information.
7. Data Retention
We retain personal information for as long as reasonably necessary to respond to requests, provide services, maintain appropriate business records, resolve disputes, comply with legal or regulatory obligations, and enforce our agreements and policies.
When information is no longer needed, we may delete it or securely dispose of it, subject to applicable record-retention requirements.
8. Your Choices and Rights
Depending on applicable law, you may have the right to:
Ask what personal information we maintain about you
Request correction of inaccurate information
Request deletion of information, subject to legal and regulatory requirements
Withdraw consent to certain communications
Opt out of phone, text-message, or email marketing
Ask questions about how your information is used or shared
To make a request, contact us using the information below. We may need to verify your identity before completing certain requests.
9. Children’s Privacy
Our services are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our lead forms or social-media marketing activities.
If you believe a child has provided personal information to us, please contact us so that we can review and address the situation.
10. Third-Party Websites and Services
Our social-media pages, advertisements, forms, or communications may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of third-party websites.
You should review the privacy policies of any third-party website or service you visit.
11. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, legal requirements, or services.
When we make changes, we will update the Effective Date at the top of this policy. Your continued interaction with The Insurance Wizard after an updated policy is posted means that you acknowledge the updated policy.
12. Contact Us
If you have questions about this Privacy Policy, your personal information, or your communication preferences, please contact:
The Insurance Wizard
Email: dyejonaquinn@theinsurancewizard.net
Business Location: Indiana, United States