Privacy Policy



The Privacy Policy page is to inform you of our commitment to transparency and policies surrounding user privacy. This discloses our use of personal information to provide you with the best service possible, but also outlines the personal information that is required for our services found on our website. 

Commitment to privacy

Protect Your Wealth ( is committed to protecting your privacy and confidentiality.

Your personal information is information about you and may include information such as your sex, your location, your smoking status, and other information submitted through our quoting form. Protecting your information is one of our highest priorities and as such we have instituted proper policies and procedures to safeguard your personal information.

Protect Your Wealth does not sell your information to third party companies, websites, or individuals. We gather your basic information via the Insurance quote form or Contact page form in order to help us gather initial information about you, so that we can then work with you directly on hand-crafting the best policy for you. The information that we collect from the Insurance quote form is only being used to help us work with you on perfecting the best Insurance policy.

What personal information do we collect from our website?

Protect Your Wealth collects the following information about you in our Insurance quote form and some this information in our Contact us form:

  • City of residence
  • How much Life Insurance coverage you are interested in
  • What type of Life Insurance coverage you are looking for
  • Sex
  • Smoker status
  • Are you interested in any additional insurance solutions
  • First name
  • Last name
  • Date of birth
  • Phone number
  • Email address

Why do we collect your information?

Collecting your personal information that is noted above is only used for our needs assessment. When you complete an insurance quote form or submit a contact form, this information is solely used to provide you with the best service possible. With this information we can provide you with recommendations that meet your needs and wants to ensure you are getting the service that you require from us. Should you proceed with our services, you will be met with more information that is necessary to submit to insurance providers, this information is solely used for life insurance applications and is held on to for legal reasons and obligations. 

How do we collect your information?

The information noted above is only collected if you complete our insurance quote and submit it to us. This information will be submitted safely to our company’s primary email address: information is gathered to help us put together the best insurance quote for you, and to ensure that we have enough information about you to get started on matching you with the best policy from one of our Insurers.

How long do we retain your personal information?

We will retain your personal information as long as necessary to help complete the insurance process. Only our authorized representative(s) will have access to your information in order to help fulfill your insurance quote needs and service you to their best capabilities. If you have an active life insurance policy and have used our service, the retention of your personal information will be needed only if it is necessary for legal obligations.

Protect Your Wealth may offer you an insurance quote directly from our quote page if you wish to provide personal information including your first and last name, email address, phone number and other required information. We collect this information so that we can obtain an accurate quote from insurance partners, and use this information to contact you regarding your quote. When you submit a Contact form, or request an Insurance Quote on our website, you are consenting to contact from one of our financial advisors from our company. This contact may happen via text, phone call, email, or mail, or alternatively via the preferred contact method. 

Our website and services have links to third party external websites which are not associated with us, nor are they operated by us. Clicking on links to third party websites will direct you to the linked websites. As a company that prides itself on user privacy and transparency, and understands the importance of privacy and transparency, we advise you to understand the privacy policies and practices of all third party websites that we have linked on our website, and all websites that you visit. 

We are not responsible for, nor do we have control over the content, privacy policies, or practices used by third party websites or services that you may be linked to or that you visit. 

Minor’s Privacy

Protect Your Wealth does not provide services to those under the age of 18 years old. We do not intentionally collect personal information from anyone who is 18 years old. If you are the parent or guardian of a child under the age of 18, who you suspect has provided us with their personal information please contact us and we will take steps to delete any such information from our servers immediately.

Changes to our Privacy Policy

Our Privacy Policy will be updated whenever necessary and we will continue to uphold user privacy and transparency. We recommend that you periodically review our privacy policy page for any changes. Changes to this Privacy Policy page mean that these policies are up to date and effective.

Most recent update and effective date: Feb 9, 2022

Contact Us

If you have any questions regarding our Privacy Policy, please contact us at