Privacy Policy 

Information We Collect

We collect various types of information to provide and improve our services. This includes:

• Personal Identification Information: Name, contact information, and other details necessary to assist you.

• Financial Information: Information related to your benefits and financial status, which is essential for providing tailored assistance.

How We Use Your Information

Your information is used in the following ways:

• Service Provision: To assist you in understanding and managing your benefits, we analyze your information to offer personalized support and recommendations.

• Communication: To contact you with updates, offer additional information about our services, or respond to your inquiries.

• Service Improvement: To enhance our services, we may use aggregate data to identify trends and areas for improvement.

Information Sharing

We may share your information in the following scenarios:

• With Specific Agents: We share relevant information with our trained agents who are directly involved in assisting you with understanding and managing your benefits. These agents are bound by confidentiality agreements and are required to handle your information with the utmost care.

• Service Providers: We may employ third-party service providers to perform functions on our behalf, such as processing payments or providing customer support. These providers have access to your information only to perform these functions and are required to protect your information in accordance with this policy.

• Marketing and Promotional Purposes: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

• Legal Requirements: We may disclose your information if required by law or in response to legal processes, such as subpoenas or court orders.

Data Security

We implement a range of security measures to protect your information. These measures include physical, electronic, and procedural safeguards designed to prevent unauthorized access, use, or disclosure of your personal information.

Your Choices

You have choices regarding your personal information:

• Access and Correction: You can request access to your personal information and ask for corrections if necessary.

• Opt-Out: You may opt out of receiving promotional communications from us by following the unsubscribe instructions provided in those communications.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact us at: barkerinsadvisors@gmail.com