Meta One Financials Privacy Policy

Last Updated: March 17th, 2025

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Privacy Policy Summary (At-a-Glance)

• What we collect: Personal, contact, health, and identification information (e.g., SSN, driver's license).
• Why we collect it: To provide life insurance services, generate quotes, and process applications.
• Who we share with: Licensed insurance carriers only — not with marketing agencies or unrelated third parties.
• How we protect it: Encrypted storage, access controls, secure platforms (GHL), and internal safeguards.
• How long we keep it: 5 years, then securely deleted or destroyed.
• Your choices: You can opt out of marketing communications anytime.
• Your rights: Access, correct, or inquire about your data via our contact page.

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Full Privacy Policy

Meta One Financials (“we,” “our,” or “us”) respects your privacy. This policy outlines how we collect, use, disclose, store, and protect your personal information in compliance with Florida law and federal regulations, including the Gramm-Leach-Bliley Act (GLBA), Florida Information Protection Act (FIPA), and other applicable laws.

1. Information We Collect

• Full name, address, phone number, email
• Social Security Number (SSN), date of birth
• Driver’s license number or state-issued ID
• Health and medical information
• Financial and employment information

2. How We Collect Information

• Directly from you via forms, applications, and our website
• Through secure data collection forms hosted on GoHighLevel (GHL)
• Through communication platforms used for SMS, email, and appointment scheduling
• Through cookies, tracking technologies, and analytics tools on our website

3. Purpose of Data Collection

• Providing life insurance information
• Generating quotes with licensed insurance carriers
• Processing life insurance applications
• Verifying your identity and eligibility
• Customer service, account maintenance, and compliance purposes
• Improving website performance and user experience through tracking technologies

4. Information Sharing Practices

We share your data only with:

• Licensed insurance carriers to obtain quotes or process applications
• Internal service platforms (such as GHL) used strictly for data processing, communication, and analytics

We do not sell or share your information with external marketing agencies or non-affiliated third parties.

5. Your Choices and Rights

• Opt out of marketing emails and texts (Reply STOP or use unsubscribe links)
• Access, correct, or request deletion of your information by contacting us
• Withdraw consent to further data use at any time (except where retention is required by law)

6. Security and Safeguards

• Encrypted data transmission and secure servers
• Access controls and staff confidentiality training
• Role-based access limitations within GHL

7. Retention and Disposal of Information

We retain personal and health-related data for five (5) years after the last activity or application submission. Afterward, we securely delete or destroy the data using digital wiping or shredding protocols.

8. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance user experience, analyze website traffic, and support marketing efforts. You may manage your cookie preferences through your browser settings. Disabling cookies may affect certain website functionalities.

9. Data Breach Notification

In the event of a data breach involving sensitive personal information, we will promptly notify affected individuals in accordance with the Florida Information Protection Act (FIPA), describing the breach and steps taken to mitigate risk.

10. Children’s Privacy

Our website and services are not intended for individuals under 13 years of age. We do not knowingly collect data from minors.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those external sites. We encourage users to review the privacy policies of any third-party sites they visit.

12. Policy Updates

We may update this Privacy Policy periodically. Material changes will be posted on this page with an updated effective date. Continued use of our website constitutes acceptance of the updated policy.

13. Contact Information

If you have any questions or concerns regarding this Privacy Policy, or wish to exercise your privacy rights, please contact us at:

Email: [email protected]
Contact Form: https://metaonefinancials.com/contact

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Thank you for trusting Meta One Financials with your personal information.