Privacy Policy

**Heirloom Wealth Partners** ("we," "our," "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your information when you use our website, services, or interact with us in any way.

Information We Collect

We may collect the following types of information:

- **Personal Information**: Such as your name, address, email, phone number, Social Security number, financial information, and other identifiers necessary to provide life insurance and financial services.

- **Usage Data**: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on our site.

- **Cookies and Tracking Data**: We may use cookies and similar tracking technologies to improve user experience and for analytics.

 How We Use Your Information

We use the collected information for various purposes, including:

- **Providing Services**: To help you with life insurance, financial planning, and related services.

- **Communication**: To respond to inquiries, send updates, provide customer support, and notify you about changes to our services.

- **Marketing**: To inform you about our products, services, promotions, and other relevant information, as permitted by law.

- **Compliance**: To comply with legal obligations and protect our rights.

How We Share Your Information

We may share your information with third parties in the following circumstances:

- **Service Providers**: With trusted partners who assist us in operating our business, such as IT support, marketing, and data analysis.

- **Legal Requirements**: When required by law, we may disclose information to comply with a subpoena, court order, or legal process.

- **Business Transfers**: In the event of a merger, acquisition, or asset sale, your information may be transferred.

 Security of Your Information

We take reasonable steps to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is 100% secure, and we cannot guarantee its absolute security.

 Your Privacy Choices

- **Opt-Out**: You may opt-out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.

- **Access and Correction**: You may request access to or correction of your personal information by contacting us at the address below.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your experience. You can choose to disable cookies in your browser settings; however, doing so may affect the functionality of our site.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. We encourage you to review it regularly. Your continued use of our services after any changes indicates your acceptance of the new terms.

Contact Us

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

**Heirloom Wealth Partners**