Privacy Policy
This page is provided as a simple privacy policy draft for Castian Financial. Review it with appropriate legal counsel before publishing or relying on it.
Effective Date: 12/08/2025
Castian Financial respects your privacy. This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit our website, contact us, request information, schedule a consultation, or otherwise interact with us.
1. Information We Collect
Contact and identity information, such as your name, address, email address, telephone number, date of birth, and state of residence.
Insurance and financial information, such as requested coverage, existing coverage, income range, payment or banking information provided for an application, beneficiaries, policy details, and information used to evaluate product suitability.
Health and underwriting information, such as height, weight, tobacco or nicotine use, prescriptions, medical conditions, treatment history, family health history, and other information required by an insurer.
Application and verification information, which may include government-issued identifiers or other data needed by an insurance carrier to verify identity and process an application.
Communications and preferences, including messages, call notes, appointment selections, consent records, marketing preferences, and customer-service requests.
Professional information if you inquire about joining Castian, including licensing status, work history, and recruiting-related information.
2. How We Use Information
We may use information to respond to inquiries, schedule consultations, evaluate coverage needs, provide requested information, improve our website and services, communicate with you, comply with legal or regulatory obligations, and support normal business operations.
3. How Information May Be Shared
We do not sell personal information. We may share information with insurance carriers, service providers, scheduling platforms, technology vendors, compliance resources, or other parties when reasonably necessary to provide services, process requests, support business operations, or comply with applicable laws.
4. Cookies and Website Analytics
Our website may use cookies, pixels, analytics tools, or similar technologies to understand website performance, improve visitor experience, and support marketing or measurement. You may be able to adjust cookie settings through your browser.
5. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
6. Your Choices
You may contact us to request that we update, correct, or remove certain information, subject to legal, regulatory, recordkeeping, or business requirements. You may also unsubscribe from marketing communications where an unsubscribe option is provided.
7. Children’s Privacy
Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
9. Contact Us
If you have questions about this Privacy Policy, please contact Castian Financial at support@gocastian.com.
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