[Draft template. Must be completed and reviewed by legal counsel and compliance before publication]
Who we are
This website is operated by [Legal entity name], doing business as DNA Life & Legacy ("we", "us").
Information we collect
Information you give us through our forms: your name, email address, phone number, state, coverage interest, and your preferred contact method and time. Career applicants also tell us their licensing status.
We do not ask for health or financial records on this website.
[List any information collected automatically, such as analytics and cookies, once those tools are chosen]
How we use it
To respond to your inquiry, to connect you with a professional licensed in your state, to schedule and confirm appointments, and to keep records we are required to keep.
[Describe any marketing use and the consent it relies on]
Who we share it with
[List the categories of recipients: for example UniTrust Financial Group, insurance carriers you apply with, and named service providers such as the CRM, scheduling and email vendors. Do not state that information is never shared unless that is true]
Cookies and analytics
[Describe cookies, analytics and advertising tools in use, and how visitors can manage them]
How long we keep it
[Retention periods for inquiry and applicant records]
Your choices
You can ask us to update or delete your information, or to stop contacting you, at any time by reaching us at [Phone], [Email] or [Office address]. [Add state-specific privacy rights where they apply]
Changes to this policy
We will post any changes on this page and update the date above.