Privacy Policy
About this policy
Plus 1 Financial LLC (“Plus 1 Financial,” “we,” “us,” or “our”) respects your privacy. This policy explains how we handle information collected through our website, appointment scheduling, agent onboarding forms, and related communications. This website policy does not replace any separate privacy notices provided in connection with insurance applications, policies, or other services. Insurance carriers and other independent providers have their own privacy practices and notices.
Information you provide
When you contact us or schedule a conversation, we collect the information you submit, such as your name, email address, phone number, appointment details, and questions or messages. Our agent onboarding form requests your name, address, email address, phone number, and hiring agent. That form does not request your Social Security number or date of birth. Please do not submit Social Security numbers, account numbers, medical records, or other sensitive information through general website inquiries or ordinary email. If additional information is needed for an insurance application or service, we will explain the appropriate process.
How we use information
We use information to respond to inquiries, schedule appointments, discuss requested services, maintain client communications, and coordinate agent onboarding. We also use our customer relationship management system to manage communications and follow-up. Where permitted and with consent when required, these communications may include emails, text messages, appointment reminders, and information about our services.
How information is shared
We do not sell or rent your personal information. We use service providers to support website hosting, appointment scheduling, record management, and communications. These include GoHighLevel/LeadConnector and Calendly. Information is processed through these services as needed to support the functions you use. When you ask us to help with insurance or annuity services, relevant information may be provided to insurance carriers and service providers involved in fulfilling your request.