Privacy Policy

Privacy Policy

Effective Date:

April 2025

At True North Independence, your privacy is not just protected—it’s respected. We are committed to safeguarding your personal information and ensuring transparency about how we collect, use, and share data through this website and during all communications with our team.

What Information We Collect

We may collect the following types of information:

Personal identifiers (Name, Email, Phone Number) Financial information (Income level, retirement goals, general health for suitability assessments) Application and consultation data from form submissions, Zoom calls, and CRM activity

How We Use Your Information

Your data helps us:

Deliver customized IUL and financial strategy illustrationsSchedule consultations and follow-up appointmentsProcess insurance applications through our partner carriers (F&G, National Life Group, Foresters, Mutual of Omaha, Allianz, North American)Improve site performance, lead targeting, and CRM automation

Data Sharing

We do not sell your data. We may share your information with:

Licensed insurance agents affiliated with True North Independence for policy setup and consultation Insurance carriers to generate real-time illustrations or applications CRM and calendar tools to confirm appointments and reminders

Your Privacy Rights

You have the right to:

• Request access to the personal data we store.

• Ask for corrections or updates.

• Request deletion of your data at any time

To exercise any of these rights, contact us at:

[email protected]

Third-Party Links

Our site may include links to trusted resources, carriers, or educational partners.

We are not responsible for the privacy practices of external sites.

Data Security

We use encrypted databases, secure forms, and strict access controls to protect your personal data.