Privacy Policy
This placeholder policy describes, in general terms, how Worthington Annuity & Life Insurance Partners (“we,” “us”) may collect and use information submitted through this website.
Information we collect
When you submit a lead form (annuities or life insurance), we collect the information you provide — for example, name, email address, phone number, state, age range, approximate investment amount, product interest, goals, preferred contact time, and any comments. We also receive technical data such as IP address and browser type via standard server logs.
How we use information
We use form submissions (including annuity and life insurance inquiries) to respond to your request, connect you with a licensed professional, improve our website, and comply with legal obligations. If you consented to phone, text, and email contact, we may contact you by those methods as described in the consent language on the form.
Sharing
We may share your information with licensed insurance / securities professionals affiliated with or contracted by Worthington Annuity & Life Insurance Partners for the purpose of following up on your inquiry, and with service providers who help us operate this site (hosting, email delivery, CRM), under appropriate confidentiality obligations. We do not sell your personal information for unrelated third-party marketing. [Owner: confirm actual sharing practices with counsel.]
Text messages
If you consent to SMS/MMS, message frequency varies. Message and data rates may apply. Reply STOP to opt out; reply HELP for help. Carriers are not liable for delayed or undelivered messages.
Your choices
You may opt out of marketing emails or texts at any time, and you may request access to or deletion of personal information we hold about you, subject to applicable law. Contact: info@worthingtonlifeinsurance.com.
Security & retention
We take reasonable administrative and technical measures to protect information we collect. No method of transmission or storage is 100% secure. We retain lead information as needed for the purposes described above and as required by law or regulation. [Owner: define retention schedule with counsel.]
Children
This site is not directed to individuals under 18. We do not knowingly collect information from children.
Changes
We may update this policy from time to time. The “Last updated” date will change when we do.
Contact
Worthington Annuity & Life Insurance Partners
Email: info@worthingtonlifeinsurance.com