⚠️ TEMPLATE — this is a starting outline, not legal advice. Have an attorney familiar with insurance marketing and TCPA/state privacy law review this before you collect a single lead. Last updated: [Month Day, Year].
[Your Agency Name] ("we," "us") operates this website to help visitors compare final expense insurance options and connect with a licensed agent. This page explains what information we collect, how we use it, and the choices you have.
When you submit the quote form, we collect the information you provide directly: name, age, state, gender, phone number, email address, tobacco use, and desired coverage amount. We also automatically collect standard technical data (IP address, browser type, pages visited) through analytics and advertising tools such as Google Analytics and the Meta Pixel.
[Disclose exactly who receives lead data — carriers you're appointed with, a CRM/dialer vendor, any lead-purchasing arrangement. If you sell or share leads with third parties, this must be stated clearly and specifically — vague language here is a common compliance problem.]
You can ask us to stop contacting you, delete your information, or opt out of having your data shared at any time by calling (800) 555-0100 or emailing [privacy@yourdomain.com]. Residents of certain states (e.g., California, Colorado, Virginia) may have additional rights under state privacy law — [expand this section based on which states you actively market in].
This site uses cookies and similar technologies (Google Analytics, Google Ads, Meta Pixel) to measure traffic and ad performance. You can control cookies through your browser settings.
[Your Agency Name]
[Mailing address]
[Phone] · [Email]