Privacy Policy

Last updated: December 2024

Introduction

The Protection Pro ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

Information We Collect

We may collect information about you in a variety of ways, including:

Personal Data: When you fill out forms on our website, we collect personally identifiable information such as your name, email address, phone number, and any other information you choose to provide.

Financial Information: Through our questionnaires and factfinders, we may collect financial information necessary to provide our services, including income, assets, insurance coverage, and retirement account details.

Automatically Collected Information: When you visit our website, we may automatically collect certain information about your device, including your IP address, browser type, operating system, and browsing actions.

How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Prepare personalized financial plans and recommendations
  • Communicate with you about our services, including scheduling consultations
  • Send you newsletters and marketing communications (with your consent)
  • Improve our website and services
  • Comply with legal obligations

Disclosure of Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following situations:

  • Service Providers: With third parties who help us operate our business (e.g., email service providers, scheduling tools)
  • Insurance Companies: When applying for insurance products on your behalf, with your explicit consent
  • Legal Requirements: When required by law or to protect our rights

Security of Your Information

We use administrative, technical, and physical security measures to protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no security measures are perfect or impenetrable.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt-out of marketing communications

Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

The Protection Pro

Phone: (440) 655-2675

Email: Ron@TheProtectionPro.com