Holtheuer Group Estate Planning Services
Holtheuer Group Estate Planning Services ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information.
Information We Collect
We collect personal information that you voluntarily provide to us, including your name and email address, when you register, request information, or use our services.
How We Use Your Information
We use the information we collect to:
Provide you with the requested information and services
Send a series of informational emails related to estate planning
Respond to inquiries and communicate with you
Data Sharing and Disclosure
We do not sell, rent, or trade your personal information to third parties. We use third-party service providers (including email marketing and CRM platforms) to help us operate our business and deliver services to you. These providers are contractually obligated to keep your information confidential. Your information is used solely for the purposes described in this policy.
Data Security
We implement reasonable administrative and technical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.
Email Communications
By providing your email address, you consent to receive email communications from us. You may opt out at any time by following the unsubscribe instructions included in any email we send.
Your Rights
You may request access to, correction of, or deletion of your personal information by contacting us directly.
Professional Disclaimer
Holtheuer Group provides estate planning and life insurance information and coordination services. We are not a law firm and do not provide legal advice. For legal advice specific to your situation, please consult a licensed estate planning attorney.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.
Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us at:
support@hginsuredetirement.com
This policy is governed by the laws of the State of Florida.
Effective Date: April 26, 2026
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