Effective date: July 29, 2026
Fiduciary Insurance Solutions (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through fiduciaryinsurancesolutions.com, how we use it, and the choices you have.
Information We Collect
When you submit our contact form or quiz, we collect the information you provide, which may include your name, email address, phone number, and general details about your retirement timeline or insurance interests. We also automatically collect standard technical data such as IP address, browser type, and pages visited, typically through cookies and similar technologies.
How We Use Your Information
We use the information you provide to connect you with a licensed insurance or annuity professional in our network, respond to your inquiry, and, where you have consented, contact you by phone, email, or text about the products and services you asked about. We may also use aggregated, de-identified data to improve our site and services.
Consent to Be Contacted
By submitting a form on this site, you consent to be contacted by Fiduciary Insurance Solutions and licensed professionals in our network by phone (including calls or texts, which may use automated dialing technology), email, or mail regarding insurance and annuity products, even if your number is on a state or federal Do Not Call registry. Consent is not a condition of purchasing any product or service. You may revoke consent at any time by contacting us using the information below.
How We Share Information
We share the information you submit with licensed insurance professionals so they can follow up with you. We do not sell your personal information to unrelated third parties for their own marketing purposes. We may share information with service providers who help us operate this site (such as hosting and form-processing providers), or as required by law.
Cookies
This site uses cookies and similar technologies to keep the site functioning properly, remember your preferences, and understand how visitors use the site. You can control cookies through your browser settings.
Your Choices
You may ask us to access, correct, or delete the personal information we hold about you, or to stop contacting you, at any time by reaching out using the contact information below. Depending on your state of residence, you may have additional rights under applicable privacy law.
Security
We use reasonable administrative and technical safeguards to protect the information you provide. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Children’s Privacy
Our services are intended for adults seeking insurance and annuity guidance. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this policy from time to time. Changes will be posted on this page with an updated effective date.
Contact Us
If you have questions about this policy or want to exercise your privacy choices, contact us at rootsandwealth@gmail.com.