Consultations by telephone or video619-375-2480
Effective date: [DATE]
This website is operated by Tate Lounsbery, a California-licensed life and health insurance agent (License #4521518), PO Box 710058, Santee, CA 92072 (“we,” “us”).
When you request The Ten-Year Money Guide or a telephone consultation, we collect the information you choose to provide: your name, email address, telephone number (optional), and your answers to the optional questions about your savings and time horizon. We do not collect account numbers, Social Security numbers, or health information through this website, and you should not submit them here.
We use the information you provide to send you the guide, to respond to your request, and to contact you about insurance products and services as disclosed at the point you submit the form. We do not sell your personal information, and we do not share it with third parties for their own marketing.
Form submissions are processed by our form-handling provider and delivered to our email system; these providers process your information on our behalf and are not permitted to use it for their own purposes. This site is hosted on a commercial hosting platform that may log standard technical data (such as IP address and browser type) for security and performance.
You may opt out of further contact at any time by telling us by phone or email, and we will honor it promptly. California residents may request that we disclose or delete the personal information we hold about them by calling 619-375-2480 or writing to the address above; we will verify and honor such requests as required by California law, and we will never treat you differently for exercising your rights.
We keep the information you submit only as long as needed for the purposes above or as required by insurance record-keeping laws, and we take reasonable measures to protect it.
If this policy changes, the revised version will be posted on this page with a new effective date.