Privacy Policy
Last updated: [Date]
Who we are
[GTS Holdings LLC dba Solace Financial] (“Solace Financial,” “we,” “us”) is an independent insurance agency. This policy explains what information we collect through this website and how we use it.
Information we collect
When you fill out our “Book a free meeting” form, we collect the details you enter, such as:
- Your name, phone number, email, state, and ZIP code
- Your age range, whether you own your home, and an approximate mortgage balance range
- Your preferred call time, topics of interest, and any notes you add
We also record the consent language you agreed to, the date and time you submitted the form, your IP address, your browser type, and the page you submitted from. We keep this as a record of your permission to contact you.
How we use your information
- To contact you by phone, text, or email about the meeting you requested
- To prepare insurance options that fit your situation
- To keep records required by law and by the insurance carriers we work with
Who we share it with
[Describe sharing: e.g. our licensed agents, insurance carriers when you apply for coverage, and service providers who help us run our business. State clearly whether information is ever sold or shared with third parties for marketing.]
Calls and text messages
If you gave consent, we may contact you at the number you provided, including with automated technology. Consent is not a condition of purchase. You can ask us to stop at any time by telling your agent, replying STOP to a text message, or contacting us using the details below.
How long we keep it
[Retention period to be confirmed.]
Your choices
You can ask us to update or delete your information, or to stop contacting you. [Add any state-specific privacy rights that apply, e.g. Virginia CDPA, California CCPA.]
Contact us
Phone: [(555) 555-5555]
Email: [hello@yourdomain.com]