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Privacy Policy

A legal disclaimer

At Nugent Financial, your privacy is extremely important to us. This Privacy Policy explains how we collect, use, and protect the personal information you share with us when you inquire about or purchase life insurance and other financial products.

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1. Information We Collect​

  • Personal information: Name, address, phone number, email, date of birth, and occupation.

  • Financial information: Income, beneficiary details, and relevant financial data needed for insurance quotes and applications.

  • Health information: Only as required to determine eligibility for certain insurance products.

  • Website/online data: Information collected through forms, cookies, or analytics when you visit our site or ads.

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2. How We Use Your Information​

  • Provide life insurance quotes and policy recommendations.

  • Process applications and maintain client records.

  • Communicate with you about products, updates, and consultations.

  • Improve our services, marketing, and client experience.

  • Comply with legal, regulatory, and licensing requirements.

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3. How We Protect Your Information​

  • Stored securely using encrypted systems and password-protected databases.

  • Shared only with trusted insurance carriers and partners for legitimate business purposes.

  • Never sold, rented, or distributed to third parties for unrelated marketing.

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4. Information Sharing​​​

  • Licensed insurance carriers for underwriting and policy issuance.

  • Technology providers who help us operate our CRM and communication tools (all under confidentiality agreements).

  • Regulatory authorities if required by law.

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5. Your Rights

You may:

  • Request a copy of your personal data.

  • Ask us to correct, update, or delete your information.

  • Opt out of marketing emails or texts at any time by replying “STOP” or contacting us directly.

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6. Cookies and Tracking

Our website and ads may use cookies or tracking tools to improve your experience. You can adjust your browser settings to disable cookies if you prefer.

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7. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact:

Nugent Financial
📧 Nugentfinancial@outlook.com
📞 314-282-5028
🌐 https://www.nugentfinancial.com/

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