Privacy Policy

Who we are

SafeMoneyLifeInsurance.com is operated by Scott Storick, RFC®, in Boca Raton, Florida. This policy describes information handled through this website. Insurance companies and third-party services may provide separate privacy notices for their own services.

Information you provide

We collect information you voluntarily submit, such as your name, age, state, phone number, email address, coverage interests, employment status, preferred contact time, and coverage timeframe. Depending on the form you use, you may also provide information about your insurance needs or current coverage.

The no-exam insurance quiz also requests your age range, tobacco or nicotine use, a general description of your health, reasons for seeking coverage, and desired coverage timing. These answers are used to provide an educational result and, when submitted with your lead request, to help respond to your insurance inquiry. Health-related answers may be sensitive personal information.

Please do not submit Social Security numbers, payment information, detailed medical records, or other sensitive documents through general website forms.

How information is used

Information is used to respond to inquiries, deliver requested educational materials, arrange appointments, discuss insurance options, and follow up on your request. We also use information to maintain the website, understand its performance, and help prevent misuse.

Submitting a request does not constitute an insurance application or guarantee coverage. Additional information may be needed through an insurer’s application process.

Service providers and sharing

Information may be processed by providers that support form submissions, email delivery, website hosting, appointment scheduling, and lead management. The flight-attendant form uses Formspree, and the appointment calendar uses LeadConnector. These providers may process information under their own privacy policies.

Contact and guide requests may be stored in the website’s database and sent to Scott or his team through email notifications using Gmail. Certain quiz lead requests are sent through Formspree. Website hosting and database services are provided through Replit. Information you submit to an embedded appointment calendar is also processed by its provider.

When necessary to respond to your request or obtain coverage, information may be shared with insurance professionals or insurers. We may also disclose information when required by law or to protect legal rights and website security.

Phone, text, and email communications

Where you give consent, Scott or his team may contact you by phone, text, or email regarding your request. Consent is not a condition of purchasing insurance. Message frequency varies, and message and data rates may apply.

You may withdraw contact consent or request that communications stop by calling us or using the contact form. For text messages, reply STOP to opt out or HELP for assistance. For marketing emails, use the unsubscribe option where provided. Withdrawal of consent does not affect consent previously given, but we will honor your request for future communications as required by law. Where legally permitted, necessary policy-service communications may be provided through another appropriate channel; this is not permission to continue texting after you opt out.

Website analytics and third-party services

Website servers and service providers may process technical information such as IP addresses, request times, URLs, browser or device information, and interactions with forms or links. The guide page uses temporary session storage to record an entry source and time. Google Fonts is loaded from Google, which receives connection information when your browser requests the fonts. Third-party tools and embedded calendars may use cookies or similar technologies according to their own policies.

The website currently does not change its behavior in response to browser Do Not Track signals. This does not limit any legally required privacy choices. Third-party services may process usage information under their own policies.

You can manage cookies through your browser settings. Blocking cookies or third-party content may affect some features, including appointment scheduling. Links to other websites are governed by those websites’ policies.

Retention and security

Information is retained as needed to respond to requests, support business operations, and meet applicable legal or recordkeeping requirements. Retention may differ between service providers and insurers.

No internet transmission or storage system can be guaranteed completely secure. Avoid submitting sensitive information through general contact forms.

Your choices and privacy requests

Contact us to request access to, correction of, or deletion of information you have provided, or to change your communication preferences. We may need to verify your identity. Requests are handled subject to applicable law, contractual obligations, and required insurance recordkeeping.

Privacy rights vary by location. Nothing in this policy limits rights available to you under applicable law.

If applicable law gives you additional rights, such as restricting certain uses of sensitive information, opting out of sale or sharing for targeted advertising, or appealing a denied privacy request, contact us using the details below. The availability of those rights depends on the law and its applicability to the business.

Insurance privacy notices

This website policy does not replace any separate privacy notice required for insurance customers or applicants under financial-services or state insurance privacy laws. Where applicable, Scott or the insurer will provide the relevant notice describing insurance-related information practices and choices.

Children and policy updates

This website is intended for adults seeking insurance information and is not directed to children under 13. If you believe a child has submitted personal information, contact us.

We may update this policy when our website or practices change. Please review this page periodically.

Contact us

For questions about this page or your information, contact Scott Storick, RFC®, at (561) 984-6668 or use our contact form.