Last Updated: 02/02/2025

Convey Trust Financial (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website, submit your contact information, or interact with our advertisements.

1. Information We Collect

We collect personal information that you voluntarily provide, including but not limited to:

  • Name
  • Phone number
  • Email address
  • Preferred contact time

Additionally, we may automatically collect non-personal information such as IP addresses, browser types, and cookies to improve our website’s functionality and advertising performance.

2. How We Use Your Information

The information you provide is used to:

  • Contact you regarding life insurance products and services
  • Provide you with quotes, consultations, or policy information
  • Improve our website and marketing efforts
  • Comply with legal and regulatory requirements

We will never sell or rent your personal information to third parties. However, we may share your data with our trusted partners or service providers who assist in processing your request.

3. How We Protect Your Information

We implement security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no online transmission is completely secure, so we encourage you to take precautions when sharing personal information.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance user experience and measure the effectiveness of our advertising campaigns. You may disable cookies through your browser settings, but doing so may affect your experience on our website.

5. Third-Party Advertising and Facebook Compliance

We use Facebook and other third-party advertising platforms to display targeted ads. These platforms may collect certain user data based on your interactions with our ads. To manage your ad preferences, you can visit Facebook Ad Preferences.

6. Your Choices and Opt-Out Rights

You can opt out of receiving communications from us at any time by:

  • Replying STOP to any SMS message you receive
  • Clicking the unsubscribe link in an email
  • Contacting us directly at [your email]

7. Contact Information

If you have any questions about this Privacy Policy, please contact us:

By using our website and submitting your information, you agree to this Privacy Policy. We may update this policy periodically, so please review it regularly.