Privacy Policy
Welch Investment Group LLC ("we," "us," or "our") respects your privacy. This policy explains what information we collect, how we use it, and the choices you have. It applies to this website, our online forms, and our phone, text message, and email communications.
Information we collect
We collect information you give us when you fill out a form, request a quote, or talk with us, such as your name, phone number, email address, mailing address, date of birth, mortgage information, and basic health information needed to compare insurance options. We may also collect standard technical data such as your browser type and pages visited on our site.
How we use your information
We use your information to respond to your request, contact you about life insurance and mortgage protection options, prepare quotes, submit applications to insurance carriers when you ask us to, schedule and remind you of appointments, provide customer service, and meet our legal and regulatory obligations.
How we share information
We do not sell your personal information. We share it only with insurance carriers and underwriters when you ask us to quote or apply for coverage, with service providers who help us run our business (such as our CRM and phone provider) under confidentiality obligations, and when required by law.
Text messaging (SMS) privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the categories of information sharing described above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.
If you opt in to receive text messages from us, we use your mobile number only to send messages related to your inquiry, appointments, and customer care. You can opt out at any time by replying STOP. Reply HELP for help. Message and data rates may apply. See our SMS Terms & Conditions.
Data security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, but we work to protect your information from unauthorized access.
Your choices
You may ask us to update or delete your information, or to stop contacting you, at any time by emailing or calling us using the details below. You can unsubscribe from emails using the link in any email and from texts by replying STOP.
Children's privacy
Our services are not directed to anyone under 18, and we do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. The effective date above shows when it was last changed.
Contact us
Welch Investment Group LLC
808 Las Palmas Dr, Irvine, CA 92602
Phone: (480) 226-8868
Email: [email protected]