Privacy Policy
Please review this information carefully. These policies are intended for the Union Financial website and online services.
Privacy Policy
Effective Date: September 14, 2026
Union Financial (“Union Financial,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information may be collected, used, disclosed, and protected when you visit theunionfinancial.com, submit a form, request information, schedule a consultation, or communicate with us online.
Information We Collect
Depending on how you interact with us, we may collect information such as your name, email address, telephone number, state of residence, information you voluntarily provide about your insurance or retirement-planning interests, appointment information, and communications you send to us.
Our online forms and surveys may be hosted or processed by third-party service providers, including LeadConnector/HighLevel. Information you submit through those tools may be processed according to their applicable privacy terms as well as this policy.
How We Use Information
- To respond to inquiries and requests for information.
- To contact you by phone, text message, or email when you request information or an appointment.
- To confirm appointments and provide reminders or follow-up communications.
- To evaluate your stated needs and determine whether an insurance or retirement-planning conversation may be appropriate.
- To operate, maintain, secure, and improve our website and services.
- To comply with applicable legal, regulatory, carrier, and recordkeeping requirements.
Text Messages and Calls
If you provide your telephone number and request contact, you may receive calls or text messages related to your request, appointment, or follow-up. Message and data rates may apply. You may ask us to stop marketing messages at any time. You may still receive non-promotional communications that are necessary to service an existing request or appointment.
Cookies and Analytics
Our website or third-party services may use cookies, pixels, analytics tools, or similar technologies to operate the site, understand usage, improve performance, and measure marketing. Your browser may provide controls for managing cookies.
How We Share Information
We may share information with service providers that help us operate our website, CRM, forms, scheduling, communications, hosting, analytics, and related business functions. We may also disclose information when required by law, regulation, legal process, or to protect rights, safety, security, or the integrity of our services. We do not sell personal information for money.
Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information. No website, transmission, or storage system can be guaranteed to be completely secure.
Third-Party Websites
Our website may link to social media, scheduling, carrier, or other third-party websites. We are not responsible for the privacy practices or content of third-party sites. Review their policies before submitting information.
Your Choices
You may contact us to request access to, correction of, or deletion of personal information we maintain, subject to applicable legal and recordkeeping requirements. You may also opt out of certain marketing communications by following the instructions provided in those communications or contacting us directly.
Children
Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
Contact Us
Union Financial
Phone: 833-695-5965
Email: info@theunionfinancial.com
Website: theunionfinancial.com
This Privacy Policy is a general website privacy notice and should be reviewed by qualified legal counsel for your specific business, jurisdictions, vendors, and compliance obligations.