Trusted Agent
Privacy Policy
What we collect, why, and how we use it. This is a general summary, not legal advice.
Information we collect
When you submit a request, we collect the information you provide — such as your name, contact details, state or ZIP code, and details about your insurance needs — so we can respond and, when you ask, connect you with a licensed professional. We may also collect standard technical data (like device and usage information) to operate and improve the site.
How we use it
- To respond to your request and route it to an appropriately licensed agent where available.
- To communicate with you about your inquiry.
- To operate, secure, and improve our education and connection services.
Communications and consent
If you provide your phone number and agree, a licensed agent may call or text you about your request, including by automated means where permitted; consent is not a condition of purchase, and message and data rates may apply. You can opt out at any time. We do not sell your information for unrelated purposes.
Your choices
You may request access to, correction of, or deletion of the information you've shared, and you may opt out of further contact. Reach us through our contact page.
This summary is provided for general information and is not state-approved legal language. Specific rights and obligations may vary by jurisdiction.
Trusted Agent is a verification standard for life insurance agents. It is not an insurer and does not sell insurance. Content is general education, not individualized insurance, tax, legal, or investment advice. Product features, availability, rates, and suitability vary by carrier and state. Guarantees depend on the claims-paying ability of the issuing insurer.