Privacy Policy
Effective date: August 22, 2026
Information We Collect
Heritage Family Life Benefits may collect information that you voluntarily provide through our website, online advertising forms, email, telephone conversations or other communications. This may include your name, telephone number, email address and information related to your interest in insurance coverage.
How We Use Information
We may use information you provide to respond to inquiries, contact you regarding your request, provide information about insurance options, assist with insurance-related services and maintain appropriate business records.
Advertising Lead Forms
If you submit information through an advertisement or lead form operated by a third-party platform such as Facebook or Meta, that platform may process your information according to its own privacy practices before the information is provided to Heritage Family Life Benefits.
Sharing of Information
Information may be shared when reasonably necessary to assist with an insurance inquiry or application, including with insurance carriers or service providers involved in processing or servicing a request. We do not sell personal information for unrelated third-party marketing.
Security
We take reasonable steps to protect information in our possession. However, no internet transmission or electronic storage method can be guaranteed to be completely secure.
Sensitive Information
Do not send Social Security numbers, banking information, medical records or other highly sensitive information through the general website contact form.
Your Choices
You may request that we stop contacting you for marketing or follow-up purposes by telling us directly by phone or email.
Contact
Heritage Family Life Benefits
Phone: 838-202-1455
Email: [email protected]