Your Path to
Financial
Excellence Starts Here

Effective Date: January 1, 2026 | Last Updated: June 1, 2026

1. Introduction

Insurance Growth Partners Financial Services ("Insurance Growth Partners," "we," "our," or "us") is committed to protecting your personal and financial information. This Privacy Policy describes how we collect, use, store, and share information obtained from clients and visitors to our website and digital platforms.

2. Information We Collect

We collect personal identifiers such as name, email address, phone number, and postal address. We also collect financial information including credit history, income data, loan applications, and investment preferences — only as needed to provide the requested services. Device and browsing data such as IP address and browser type are collected through standard analytics tools.

3. How We Use Your Information

We use your information to process loan applications, insurance quotes, and investment advisory requests; to communicate service updates, newsletters, and regulatory notices; to comply with applicable financial regulations including Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.

4. Data Sharing and Disclosure

We do not sell your personal data to third parties. We may share information with regulated lending partners, insurance carriers, or investment platforms solely for the purpose of fulfilling your service requests. Disclosure may occur as required by law or regulatory authority.

5. Data Security

Insurance Growth Partners is ISO 27001 certified and employs AES-256 encryption for all data in transit and at rest. Access to client data is role-restricted and logged. We conduct quarterly security audits in line with NIST guidelines.

6. Data Retention

Client records are retained for a minimum of seven years in accordance with SEC and FINRA recordkeeping requirements. Upon verified account closure, non-regulatory data is securely deleted within 90 days.

7. Your Rights

You have the right to access, correct, or request deletion of your personal information, subject to regulatory retention obligations. Contact us at info@insurancegrowthpartners.info. We will respond within 30 days.

8. Cookies

We use essential cookies to operate the website and optional analytics cookies to understand usage patterns. You may opt out of analytics cookies at any time through your browser settings.

9. Contact

Data Protection Officer, Insurance Growth Partners Financial Services. Email: info@insurancegrowthpartners.info

Effective Date: January 1, 2026 | Last Updated: June 1, 2026

1. Acceptance of Terms

By accessing or using Insurance Growth Partners's website, services, or engaging with our advisors, you agree to be bound by these Terms of Service and all applicable financial regulations.

2. Nature of Services

Insurance Growth Partners provides financial advisory, loan facilitation, insurance brokerage, investment advisory, home warranty coordination, and debt relief guidance services. All services are subject to applicable licensing requirements and regulatory oversight. Insurance Growth Partners is registered with the SEC and is a member of FINRA.

3. No Guarantee of Financial Outcomes

Investment advisory services involve inherent risk. Past performance is not indicative of future results. Insurance Growth Partners advisors provide guidance based on best available information but cannot guarantee specific financial outcomes.

4. Client Responsibilities

Clients must provide accurate, complete, and up-to-date information for all service applications. Providing false or misleading information may constitute fraud under applicable law and may result in service termination.

5. Fees and Compensation

Insurance Growth Partners's fee structures are disclosed in writing before any service engagement begins. No fees are charged without written client acknowledgment.

6. Third-Party Partners

Insurance Growth Partners works with a network of regulated lending institutions, insurance carriers, and investment platforms. Insurance Growth Partners is not liable for the independent actions or policies of these third-party partners.

7. Dispute Resolution

Unresolved disputes shall be subject to binding arbitration. Clients retain the right to file complaints with FINRA, the SEC, or applicable state regulators.

8. Intellectual Property

All content on the Insurance Growth Partners website is the intellectual property of Insurance Growth Partners Financial Services and may not be reproduced without written permission.

9. Limitation of Liability

Insurance Growth Partners's liability for any claim shall not exceed the fees paid by the client for the specific service in question.

10. Amendments

Insurance Growth Partners reserves the right to amend these Terms. Clients will be notified of material changes via email at least 30 days prior to the effective date.