Privacy Policy

Insure Your Success Insurance Agency

Effective Date: January 20, 2026


Insure Your Success Insurance Agency (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our agency, in compliance with applicable federal and California laws, including the California Consumer Privacy Act (CCPA), HIPAA when applicable, and insurance industry standards.

1. Information We Collect

  • Personal Identifiable Information (PII)
  • Health & Medical Information (PHI)
  • Financial Information
  • Technical & Website Usage Information

2. How We Use Your Information

We use the information collected to provide quotes, process applications, communicate regarding policies, meet legal requirements, assess suitability, prevent fraud, and enhance services.

3. How We Share Your Information

We do not sell your information. We may share information with insurance carriers, third-party administrators, regulatory bodies, and service providers as necessary.

4. How We Protect Your Information

We implement encrypted storage, secure transfer, MFA, limited access, and CCPA/HIPAA-compliant protocols.

5. Your Rights (California Residents)

You may request access, deletion, correction, or opt-out of certain practices. Email: info@insureyoursuccess.com

6. Medicare-Specific Privacy Notice

We comply with CMS guidelines and use Medicare data only as authorized.

7. Annuity Suitability & Best Interest Standards

We follow California and NAIC suitability regulations.

8. Retention of Information

We retain data as legally required.

9. Children’s Privacy

We do not knowingly collect data from children under 13 without consent.

10. Updates to This Policy

We may update this policy periodically.

11. Contact Us

Insure Your Success Insurance Agency

Anaheim, California

Email: info@insureyoursuccess.com

Website: www.insureyoursuccess.com