Effective Date: 10/31/2024
1. Introduction
At Rising Phoenix Financial Group, doing business as Green Pine Group LLC, your privacy is our priority. Whether you are requesting life insurance quotes, purchasing an insurance policy, or applying to join our team as a life insurance agent, we are committed to protecting the personal information you provide. This Privacy Policy explains how we collect, use, and protect your information. We want to assure you that we do not sell, share, or distribute your personal data to any third parties under any circumstances.
2. Information We Collect
From Clients
When you request life insurance quotes or purchase insurance policies, we may collect:
Contact Information: Name, address, phone number, email address.
Demographic Information: Age, gender, marital status, and occupation.
Insurance Information: Details about your coverage needs, beneficiaries, and any relevant health or lifestyle information required for insurance applications.
From Agent Applicants
When you apply to join Rising Phoenix Financial Group as a life insurance agent, we may collect:
Contact Information: Name, address, phone number, email address.
Background Information: Work history, licensing status, education, and relevant professional details.
Compliance Information: Any information required to process licensing and contracting with insurance carriers (e.g., Social Security number, licensing exam results, background check information).
3. How We Use Your Information
For Clients
We use your information to:
Generate life insurance quotes tailored to your needs.
Process and submit your insurance applications to insurance carriers.
Communicate with you regarding your policies, quotes, or inquiries.
For Agent Applicants
We use your information to:
Evaluate your application to join as a life insurance agent.
Assist with pre-licensing, licensing, and carrier contracting processes.
Provide training, onboarding, and compliance support.
Communicate with you about your role, responsibilities, and opportunities with Rising Phoenix Financial Group.
4. No Sale or Sharing of Data
Rising Phoenix Financial Group (Green Pine Group LLC) does not sell, trade, or share your personal information with third parties for marketing or any unrelated purposes.
For Clients: Information is only shared with insurance carriers to process your applications, and only with your explicit consent.
For Agent Applicants: Information is only shared with insurance carriers, background check providers, and licensing organizations as necessary to complete licensing and contracting requirements.
5. Data Protection and Security
We implement a variety of security measures to maintain the safety of your personal information, including:
Encrypted storage of data.
Access controls to limit who can view or process your information.
Secure transmission of sensitive data.
Regular monitoring of our systems to prevent unauthorized access.
6. Your Rights
You have the following rights concerning your personal information:
Access: You may request a copy of the information we have about you.
Correction: You can request corrections to any inaccurate or incomplete information.
Deletion: You can request the deletion of your personal information, subject to applicable laws and compliance obligations.
Withdrawal of Consent: You can withdraw your consent for us to process your data at any time.
To exercise any of these rights, please contact us using the information below.
7. Changes to This Privacy Policy
Rising Phoenix Financial Group (Green Pine Group LLC) reserves the right to update this Privacy Policy as needed to reflect changes in our practices or relevant laws. We will notify you of any significant changes and provide the updated Privacy Policy on our website.
8. Contact Us
If you have any questions about this Privacy Policy or your personal information, please contact us:
Rising Phoenix Financial Group (Green Pine Group LLC)
Kissimmee, FL 34744
(609) 786-0541
[email protected]