Privacy Policy — Guardian Policy Group LLC

This Privacy Policy describes how Guardian Policy Group LLC ("we," "us," or "our") collects, uses, and handles your information when you interact with our website and services. It also outlines your rights regarding that information and how applicable laws protect you.

By using our Service, you acknowledge and agree to the data practices described in this policy. We use collected information to operate and continuously improve our Service.

Interpretation and Definitions

Interpretation

Capitalized terms in this document carry specific meanings as defined below. These meanings apply whether the term appears in singular or plural form.

Definitions

Company: Guardian Policy Group LLC, operating in the United States (also referred to as "we," "us," or "our").
Account: A unique profile created to allow access to our Service or specific portions of it.
Cookies: Small data files stored on your device that record information about how you interact with our website.
Country: The United States of America.
Device: Any internet-enabled device used to access our Service, including computers, phones, or tablets.
Personal Data: Any information that identifies or could reasonably be used to identify a specific individual.
Service: Guardian Policy Group LLC's website (www.guardianpolicygroup.com), associated services, and related communications.
Service Provider: Outside companies or individuals contracted by us to support, operate, or analyze our Service.
Usage Data: Data generated automatically through your use of our Service.
You: The individual accessing or using our Service.

Information We Collect

Personal Data

When you submit our quiz or contact forms, we may collect the following types of information:

Your first and last name
Email address
Phone number
Age and related demographic details relevant to insurance eligibility
Your responses to quiz questions about financial goals and planning preferences

Usage Data

We automatically collect certain technical data when you use our Service, which may include:

IP address, browser type, and version
Pages visited along with the time and date of each visit
Device-level information such as operating system, model, and browser

Cookies and Tracking Technologies

We use Cookies and similar tools — including the Meta Pixel — to monitor user interactions and improve our Service.

Session Cookies: Temporary cookies that are cleared once you close your browser.
Persistent Cookies: Cookies that remain on your device until they expire or are manually removed.

You may configure your browser to decline Cookies, though this may affect certain features of our Service.

How We Use Your Information

Your data may be used for the following purposes:

To deliver and maintain our Service
To contact you by phone, email, or SMS regarding your inquiry and relevant insurance options
To schedule and confirm consultations with our team
To send appointment reminders and relevant follow-up messages
To fulfill any agreements entered into with you
To measure and improve the performance of our Service
To meet our legal and regulatory obligations

SMS and Text Message Communications

By submitting your phone number and consenting via our form, you agree to receive SMS messages from Guardian Policy Group LLC and its operating affiliate Everstand Tech LLC. These messages may include:

Appointment confirmations and scheduling reminders
Follow-up messages related to your insurance inquiry
Relevant information about life insurance and retirement planning options

Message frequency may vary. Standard message and data rates may apply.

To stop receiving messages at any time, reply STOP to any text. For assistance, reply HELP or reach us at [email protected]. Once you opt out, messages will cease unless you choose to re-enroll.

We do not sell or share your mobile phone number or SMS opt-in status with third parties for their marketing use.

        Carrier Notice: Mobile carriers (including AT&T, Verizon, and T-Mobile) bear no liability for messages that are delayed or undelivered. Delivery is governed by your carrier's terms of service.
      

Sharing Your Personal Data

We may disclose your information in the following situations:

Service Providers: Third parties who assist with functions such as CRM management, scheduling, or performance analytics.
Business Transitions: In connection with a merger, acquisition, or sale of company assets.
Legal Compliance: When disclosure is required by law or requested by government authorities.
With Your Authorization: For any other purpose you have specifically approved.

        We do not sell your personal information. We do not share your mobile data with third parties for marketing purposes.
      

Cookie and Tracking Practices

We deploy cookies and third-party tracking tools — including the Meta Pixel — to evaluate the effectiveness of our advertising and enhance our Service. These technologies may track browsing behavior on our site. To opt out of Meta's advertising tracking, visit facebook.com/ads/preferences.

Data Security

We implement commercially reasonable safeguards to protect your personal data. However, no internet transmission or electronic storage method can be guaranteed to be fully secure. We take your privacy seriously and work to minimize risk, but absolute security cannot be promised.

Data Retention

We keep your Personal Data only for as long as required to fulfill the purposes described in this policy or to satisfy applicable legal obligations.

Your Privacy Rights

You have the right to:

Request access to the personal data we hold about you
Ask us to correct any inaccurate information
Request deletion of your personal data
Opt out of SMS communications at any time by replying STOP

To exercise any of these rights, contact us at:

Email: [email protected]
Website: www.guardianpolicygroup.com

Mobile Information Sharing

Your mobile phone number and SMS consent data are not shared with third parties for marketing or promotional purposes. SMS opt-in data will not be sold, rented, or shared outside of Guardian Policy Group LLC and its operating affiliate Everstand Tech LLC. This information is used exclusively to communicate with you about your inquiry and any scheduled consultations.

Children's Privacy

Our Service is designed for adults only. We do not knowingly collect or solicit personal information from individuals under the age of 18.

Policy Updates

We may revise this Privacy Policy from time to time. Any changes will be reflected on this page with an updated "Last Updated" date. We recommend checking back periodically to stay informed.

Contact Us

Guardian Policy Group LLC
Email: [email protected]
Website: www.guardianpolicygroup.com