Data Deletion Request
Please review this information carefully. These policies are intended for the Union Financial website and online services.
Data Deletion Request
Effective Date: September 19, 2026
If you would like to request deletion of personal information The Union Financial collected through our website, forms, connected services, or social-login integrations, you may submit a deletion request using the instructions below.
How to Request Deletion
- Email info@theunionfinancial.com.
- Use the subject line Data Deletion Request.
- Include the name, email address, and telephone number you used with The Union Financial so we can identify the applicable account or records.
- We may request reasonable verification before processing the request.
What Happens Next
We will review the request and delete or de-identify eligible personal information within a reasonable period, subject to applicable legal, regulatory, insurance, fraud-prevention, dispute-resolution, and recordkeeping requirements. Certain records may need to be retained where required or permitted by law or by carrier/regulatory obligations.
Portal and Social Login Data
For an Agent Portal account, you may request deletion of profile information and connected social-login identifiers. Deleting a Union Financial portal account does not automatically delete information held independently by Google, Meta/Facebook, insurance carriers, or other third-party services.
Contact
The Union Financial
Phone: 833-695-5965
Email: info@theunionfinancial.com
Website: theunionfinancial.com