Privacy Policy

Information We Collect

We may collect the following types of personal information:

Personal Identifiers:

  • Name, email address, phone number, mailing address

  • Date of birth and Social Security Number (only when needed for insurance applications)

Financial Information:

  • Income, employment, and asset information

  • Insurance history, beneficiary data, and account balances (if shared voluntarily)

Technical Data:

  • IP address, browser type, pages visited, and session activity

  • Cookies and tracking technologies for basic analytics

How We Use Your Information

We use your information to:

  • Provide you with financial and insurance consultations

  • Help process applications for life insurance or other financial products

  • Respond to inquiries or service requests

  • Improve our website experience and service offerings

  • Comply with legal, tax, and regulatory obligations

We do not sell your personal information to third parties.

Who We Share Information With

We may share your data with:

  • Licensed insurance carriers (e.g. Transamerica, AIG, Pacific Life) to process applications

  • Our internal financial professionals for service purposes

  • Legal or regulatory authorities as required by law

  • Third-party service providers (e.g., secure document signing, CRM systems)

All partners and providers we work with are required to safeguard your data to industry standards.

How We Protect Your Data

  • Website and form submissions are secured with SSL encryption

  • Access to your information is limited to authorized personnel only

  • We implement secure data storage and shredding policies for physical records

  • Regular audits and policy reviews are conducted to maintain compliance

Cookies & Tracking

We use cookies to improve user experience and understand how visitors interact with our site. You can adjust your cookie preferences in your browser settings. Cookies may include:

  • Site usage data

  • Visitor behavior analytics

  • Session settings or preferences

Your Rights (Texas & Federal)

You have the right to:

  • Access the personal information we hold about you

  • Request corrections or updates

  • Ask us to delete your personal data (with some legal exceptions)

  • opt out of marketing communications at any time

  • To make a privacy request, email us at privacy@dpbfinancial.com

Data Retention

We retain client information only as long as necessary for:

  • Providing you with services

  • Meeting regulatory or legal requirements

  • Managing business records and client relationships

Children’s Privacy

Our services are not intended for children under age 13. We do not knowingly collect or solicit personal information from minor

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact:

📧 Email: privacy@dpbfinancial.com
📞 Phone: 979-249-7088
📍 Address: 106 Big Pine Creek Lane, Bastop, Texas 78602