Privacy Policy for Landmark Financial

Effective Date: June 4, 2025

This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of your information when you use our website and services, and it informs you of your privacy rights and how the law protects you.

By using our website or submitting your personal information, you agree to the collection and use of information in accordance with this Privacy Policy.


Interpretation and Definitions

Interpretation

Capitalized terms have meanings defined under the following conditions. These definitions shall have the same meaning whether they appear in singular or plural.

Definitions

  • Account: A unique account created for you to access our Service or parts of our Service.

  • Affiliate: An entity that controls, is controlled by or is under common control with us.

  • Business: Landmark Financial, operating in compliance with applicable privacy laws.

  • Company: (also referred to as “we”, “us”, or “our”) refers to Landmark Financial.

  • Consumer: An individual using our services or accessing our website.

  • Cookies: Small files placed on your device to improve user experience.

  • Device: Any device that can access the service such as a computer, phone, or tablet.

  • Do Not Track (DNT): Browser settings that signal a user’s preference not to be tracked.

  • Personal Data: Any information that relates to an identified or identifiable individual.

  • Sensitive Personal Information: Health data, geolocation, financial data, and similar categories that require extra protection.

  • Service: Our website and associated services.

  • Service Provider: Third-party entities that help us deliver services or process data.

  • Usage Data: Data collected automatically including IP address, browser type, and website activity.

  • Website: Landmark Financial, accessible at https://insurewithlandmark.com.

  • You: The individual accessing or using the service.


Collecting and Using Your Personal Data

Types of Data Collected

  • Full name

  • Email address

  • Phone number

  • Date of birth or age

  • Mailing address

  • Health-related information (e.g., prescriptions, medical history)

  • Responses submitted via web forms, chatbots, quote tools, or scheduling tools

  • IP address, browser type, device ID, and browsing behavior

Tracking Technologies

  • Cookies (Session and Persistent)

  • Web Beacons

  • Facebook, Google, Bing, and Microsoft tracking pixels

Users may refuse cookies via browser settings. A cookie consent banner is displayed per legal requirements.


Use of Your Personal Data

  • To provide and manage quotes and services

  • To communicate via text, email, or phone

  • To connect you with a licensed agent

  • To comply with GLBA and other laws

  • To deliver personalized advertising

  • To improve site and service functionality


Sharing Your Personal Data

We do not sell your personal data. We may share with:

  • Internal Landmark Financial agents

  • Service Providers (e.g., CRMs, schedulers)

  • Regulators or legal authorities if required


TCPA Compliance Disclosure

By submitting your information, you consent to be contacted via phone, text, or email by Landmark Financial, including auto-dialers. Consent is not a purchase condition. Msg & data rates may apply.


Retention of Your Personal Data

We retain your data as long as necessary for business purposes or as required by law.


Transfer of Your Personal Data

Your data may be processed in the U.S. or other countries where we operate.


Your Privacy Rights

  • Access, correct, or delete your data

  • Opt out of marketing

  • Withdraw consent

  • Request your data file

  • Limit sensitive information usage

To exercise these rights, email support@insurewithlandmark.com.


Your California Privacy Rights (CCPA/CPRA)

  • Right to know what data we collect

  • Right to delete your data

  • Right to correct inaccurate data

  • Right to opt out of sale/sharing (we don’t sell)

  • Right to limit use of sensitive data

  • Right to non-discrimination

Categories collected include: Identifiers, demographics, commercial info, internet activity, inferred traits.
Submit requests to support@insurewithlandmark.com. We respond within 45 days. We do not knowingly collect data from minors under 18.


Security of Your Personal Data

We use encryption, access controls, and secure development practices to protect your data. However, no system is 100% secure. We recommend users take additional precautions online.


Children’s Privacy

We do not knowingly collect information from individuals under 18. If we do, we will delete it promptly. Parents may contact us to review or delete a child’s information.


Links to Other Websites

We may link to external sites. This Privacy Policy does not apply to them. Please review their policies separately.


Do Not Track

We do not currently respond to DNT signals. Some third-party tools we use may honor them. You can manage ad settings via browser or network preferences.


Updates to This Privacy Policy

We may revise this policy over time. When updated, we’ll revise the date above. Significant changes will be announced on our site or via email where applicable.


Contact Us

If you have any questions about this Privacy Policy, please contact us:
Landmark Financial
Email: support@insurewithlandmark.com
Website: https://insurewithlandmark.com/

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