Privacy Policy

This Privacy Policy explains how Anderson’s Insurance & Retirement Solutions collects, uses, and protects your information when you interact with us online or offline.

By using our website or services, you agree to the practices described in this policy.

Information We Collect

We collect information that helps us provide insurance and retirement planning services, respond to your inquiries, and maintain accurate records.

  • Contact details such as your name, age, email address, phone number, and mailing address.

  • Personal and demographic information you choose to share when requesting quotes or consultations.

  • Policy, account, and transaction details related to products or services you have with us.

  • Technical information about how you interact with our website, such as browser type and pages visited.

We may collect information directly from you, from your use of our website, or from third parties as permitted by law.

How We Use Information

We use the information we collect only for legitimate business purposes and as allowed by applicable law.

  • Provide quotes, recommendations, and services related to insurance and retirement planning.
  • Process applications, manage policies, and service existing accounts.
  • Respond to your questions, requests, and customer service needs.
  • Send information about important updates to your coverage, accounts, or this policy.
  • Maintain internal records, analytics, and reporting to improve our services.

We do not sell your personal information. When we use service providers, they are required to protect your information and use it only for the purposes we specify.

Data Protection

We use reasonable physical, technical, and administrative safeguards to protect your information from unauthorized access, use, or disclosure.

While we work to protect your information, no method of transmission or storage is completely secure. We encourage you to use strong passwords, avoid sharing sensitive details by unsecured email, and contact us if you believe your information may have been compromised.

We retain information only for as long as needed to fulfill the purposes described in this policy or as required by law, contracts, or regulatory obligations.

Third-Party Sharing

We may share your information with third parties when it is necessary to deliver the services you request or when required or permitted by law.

  • Insurance carriers, financial institutions, and product providers involved in placing or servicing your coverage or accounts.
  • Service providers that assist with business operations such as IT support, secure data hosting, or document processing.
  • Professional advisors, such as legal or accounting professionals, where needed for business or regulatory purposes.
  • Regulators, law enforcement, or other parties when disclosure is required by law, regulation, or legal process.

When we share information, we take steps to ensure that appropriate confidentiality and security measures are in place.

SMS Communication and Data Use

When you provide your phone number through our website forms, you consent to receive non-marketing text messages from Anderson’s Insurance & Retirement Solutions related to your inquiry, appointment scheduling, and account updates.

We collect personal information such as your name, phone number, email address, and any information you voluntarily submit through our forms.

This information is used solely to provide services, respond to inquiries, and communicate with you regarding your request.

We do not sell, rent, or share your personal information, including SMS consent or phone numbers, with third parties for marketing purposes.

Message frequency varies. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP.

We implement reasonable security measures to protect your information.

You have the right to request access, updates, or deletion of your personal information by contacting us.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience, analyze website traffic, and improve our services. Cookies are small data files stored on your device that help us understand how users interact with our website.

You can choose to disable cookies through your browser settings; however, some features of the website may not function properly.

Contact Information

If you have questions about this Privacy Policy or how we handle your information, you can contact us using the details below:

Anderson’s Insurance & Retirement Solutions
3775 Subtle Rd
Edmonton, KY 42129

Must be 18

Must be 18 years of age to fill out any forms on this site.