Privacy Policy Agreement

What Information Do We Collect?

We collect information from you when you fill out a form, request a quote, apply for insurance, or otherwise provide information through our website or services.

The information we collect may include your name, email address, mailing address, phone number, date of birth, and information related to your insurance needs, financial situation, or inquiry.

You may visit our website anonymously; however, certain features may require you to provide personal information.

We may also collect non-identifying technical information about your device, including IP address, browser type, operating system, and usage data through analytics tools such as Google Analytics. This information is used to improve website performance and user experience and does not personally identify you.

If Shalom Financial Group LLC is acquired or merged with another company, your information may be transferred as part of that transaction. You will be notified before your information becomes subject to a different privacy policy.

What Do We Use Your Information For?

Any information we collect from you may be used in the following ways:

To Respond to Inquiries and Provide Services

Your information enables us to:

Respond to your inquiries in a timely manner

Provide insurance quotes and tailored recommendations

Assist with applications, underwriting, and policy management

Communicate important updates regarding your request or policy

To Process Transactions

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company without your consent, except as necessary to:

Deliver the services you have requested

Process transactions

Work with licensed insurance carriers and trusted service providers involved in fulfilling your request

SMS Messaging, Mobile Information, and Consent

When you submit information through our website and provide your mobile phone number, you expressly consent to receive informational and transactional text messages (SMS/MMS) from Shalom Financial Group LLC related to your inquiry.

These messages may include:

Appointment confirmations and reminders

Policy updates and notifications

Follow-ups regarding your inquiry

Customer support communications

Consent to receive text messages is not a condition of any purchase.

You may opt out at any time by replying STOP. After opting out, you will receive a confirmation message and no further messages will be sent.

For assistance, reply HELP or contact us using the information provided below. Message and data rates may apply.

How Do We Protect Your Information?

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

Do We Disclose Any Information to Outside Parties?

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties.

This does not include trusted service providers, insurance carriers, or underwriting partners who assist us in operating our business, providing services, or processing applications, so long as those parties agree to keep this information confidential and use it only for authorized purposes.

Mobile Information and Text Messaging Data

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

This includes:

Mobile phone numbers

SMS opt-in data

Consent records

Information may only be shared with service providers (such as CRM platforms, messaging systems, or customer support tools) as necessary to deliver services and is subject to strict confidentiality obligations.

All other use cases exclude SMS consent data. This information will not be shared with any third parties.

This section overrides any other general third-party sharing language in this Privacy Policy regarding mobile data.

Third-Party Links

Occasionally, we may include links to third-party products or services. These sites have independent privacy policies, and we are not responsible for their content or practices.

Third-Party Services

Third-party service providers used by us will only collect, use, and disclose information as necessary to perform services on our behalf.

These providers are strictly prohibited from using your mobile number or SMS consent data for their own marketing purposes.

Remarketing

Shalom Financial Group LLC may use third-party remarketing tools (such as Google Ads or Facebook) to display ads to users who have previously visited our website.

These tools use cookies to serve ads based on past visits. No personally identifiable information, mobile phone numbers, or SMS consent data is used or shared in this process.

California Online Privacy Protection Act Compliance

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Children’s Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Personal and Financial Information

As part of providing insurance services, we may collect personal and financial information necessary to:

Evaluate your insurance needs

Provide quotes and policy options

Assist with underwriting and applications

This information is used solely for service delivery and is not shared beyond necessary parties involved in providing insurance services.

Online Privacy Policy Only

This policy applies only to information collected through our website and not to information collected offline.

Changes to Our Privacy Policy

If we decide to change our privacy policy, we will post those changes on this page.