Privacy Policy

Last Updated: October 23, 2026

Welcome to the Insurance Money Moves website. We value your privacy and are dedicated to protecting your personal data. This privacy policy explains how Insurance Money Moves ("we," "us," "our") collects, uses, stores, and protects your personal data, and your rights concerning that data. We do not share your data with third parties for marketing or promotional purposes.

1. Data Sharing and Disclosure

We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:

  • Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers.
  • Legal Obligations: When required by law or to respond to legal processes.
  • Protection: To protect our rights, property, and safety, or that of our clients and others.

2. Data We Collect

  • Identity Data: First and last name.
  • Contact Data: Email address, phone number, and mailing address.
  • Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system, and platform.
  • Usage Data: Information about how you use our website and services.
  • Marketing and Communications Data: Your preferences for receiving marketing from us and your communication preferences.

3. How We Collect Data

  • Direct Interactions: You provide your personal data when you fill out forms on our website, request information, schedule an appointment, or give us feedback.
  • Automated Technologies: As you interact with our website, we may automatically collect technical data about your device, browsing actions, and patterns using cookies, server logs, and similar technologies.

4. How We Use Your Personal Data

  • SMS Program: If you opt in to our SMS program, we will send you messages about our services, appointment reminders, updates, and special offers. You can opt out at any time.
  • Service Provision: To provide the services you request and to manage any policy or plan we help you obtain.
  • Marketing and Communications: To send you information about our services.
  • Prospecting: To understand your needs and preferences so we can recommend suitable options.
  • Customer Support: To respond to your inquiries and provide support.

5. Data Storage and Protection

We use appropriate security measures to protect your personal data from being accidentally lost, used, accessed without authorization, altered, or disclosed, including:

  • Data Encryption: Encrypting personal data to protect it from unauthorized access.
  • Access Controls: Limiting access to personal data to authorized personnel only.
  • Regular Security Reviews: Regularly reviewing our security to identify and address potential vulnerabilities.

6. Your Rights

  • Access: You can request access to the personal data we hold about you.
  • Correction: You can request correction of any incomplete or inaccurate data.
  • Erasure: You can request deletion of your personal data where there is no good reason for us to keep processing it.
  • Objection: You can object to our processing of your personal data where we rely on a legitimate interest and your particular situation makes you want to object.
  • Restriction: You can request that we restrict processing of your personal data.

To exercise any of these rights, contact us using the information in Section 9.

7. SMS/Text Messaging Terms and Mobile Information

  • By opting in to our SMS program, you consent to receive text messages from Insurance Money Moves at the phone number you provided. Message frequency varies. Message and data rates may apply.
  • Reply STOP to any message to opt out at any time. Reply HELP for help, or contact us using the information below. Opting out of texts will not affect your other interactions with us.
  • We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all categories of personal data described in this policy and will not be shared with any third parties. We may share data with trusted service providers who help us operate our SMS program, only if they agree to keep it confidential and use it solely to provide services on our behalf.
  • Consent to receive text messages is not a condition of purchasing any product or service.

8. Other Opt-Out Options

  • Email: Click the "unsubscribe" link in any email you receive from us.
  • Direct Request: Contact us using the information below and ask to be removed from our communications.

9. Contact Us

Insurance Money Moves

Email: info@insurancemoneymoves.com

Phone: 973-417-6043

Website: www.insurancemoneymoves.com

10. Changes to This Privacy Policy

We may update this policy from time to time to reflect changes in our services, how we use personal information, or applicable law. When we do, we will revise the "Last Updated" date at the top. If we make material changes, we will provide notice or obtain consent as required by law. We encourage you to review this policy periodically.