Privacy Policy

This Privacy Policy explains how Angie Brannon, Independent Insurance Strategist ("we", "us", or "our") collects, uses, and protects your personal information when you interact with our GoHighLevel landing pages, Meta (Facebook and Instagram) lead forms, and related marketing funnels.

By providing your information through our web forms or Meta Lead Ads, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect personal information that you voluntarily provide when you interact with our GoHighLevel landing pages and Meta (Facebook/Instagram) Lead Ads, including when you request information, schedule a "Structure Audit", or ask to be contacted about life insurance and Indexed Universal Life (IUL) strategies.

The types of personal data we may collect include:

  • Name
  • Email address
  • Phone number
  • Insurance-related preferences and goals (for example, whether you are focused on growth, protection, or a combination of both)
  • Any additional information you choose to share in open text fields (such as questions, notes about your current policies, or desired coverage)

We also automatically collect certain technical information about your interactions with our landing pages through cookies and tracking technologies, as described in the "Cookies, Meta Pixel, and Conversion API" section below.

2. How We Use Your Information

We use the personal information you provide for the following purposes:

  • To contact you via SMS, email, or phone in response to your request for information about life insurance, IUL benefits, and related strategies.
  • To schedule, confirm, and conduct "Structure Audits" or similar consultations.
  • To send you educational content, follow-up messages, and tailored recommendations related to your expressed insurance preferences.
  • To manage internal marketing automations within the GoHighLevel platform, including nurturing sequences and reminders.
  • To improve our marketing campaigns and landing page performance through analytics and ad optimization.
  • To comply with applicable laws, regulations, and industry requirements.

3. Legal Bases for Processing (GDPR, Where Applicable)

If you are located in the European Economic Area (EEA), the United Kingdom, or another region with similar data protection laws, we process your personal data on the following legal bases:

  • Consent: When you submit your information through a web form or Meta Lead Ad, you consent to us using your data for the purposes described in this Privacy Policy.
  • Legitimate Interest: We may process your data to follow up on your inquiry, improve our services, and perform basic analytics, where such interests are not overridden by your privacy rights.
  • Compliance with Legal Obligations: We may process your data as necessary to comply with applicable laws and regulatory requirements.

4. Third-Party Sharing and Disclosures

We do not sell your personal information to third parties. We only share your information in limited circumstances, as outlined below:

  • Insurance Carriers and Partners: With your explicit consent and only as part of an insurance application or formal quote process, we may share necessary information with licensed insurance carriers or related insurance partners to underwrite, quote, or service a policy.
  • Service Providers: We may share information with trusted service providers who assist with marketing, communications, CRM, and data storage (such as GoHighLevel), solely for the purpose of operating our business and fulfilling your requests.
  • Legal and Compliance: We may disclose information if required by law, regulation, subpoena, or legal process, or to protect our rights, property, or the safety of clients or others.

5. Cookies, Meta Pixel, and Conversion API (CAPI)

We use cookies and similar tracking technologies on our landing pages to understand how visitors interact with our content and to improve our advertising campaigns.

Meta Pixel: We use the Meta (Facebook) Pixel to track visits to our pages, form submissions, and other key actions. This helps us measure the effectiveness of our ads, create custom audiences, and improve how we deliver ads to people who are likely to be interested in our services.

Conversion API (CAPI): We may also use Meta's Conversion API to securely send certain event data (such as form submissions) from our server to Meta. This improves tracking reliability and helps us better understand which ads are generating qualified leads.

Meta may use this information in accordance with its own Data Policy. You can manage your ad preferences directly in your Facebook and Instagram account settings and learn more about how Meta handles data at facebook.com/policy.php.

6. Your Rights and Choices (GDPR/CCPA and Similar Laws)

Depending on where you live, you may have certain rights regarding your personal information under data protection laws such as the General Data Protection Regulation (GDPR) or the California Consumer Privacy Act (CCPA). These may include the right to:

  • Access the personal information we hold about you.
  • Request correction of inaccurate or incomplete data.
  • Request deletion of your personal information, subject to certain legal or contractual obligations.
  • Object to or restrict certain types of processing, including direct marketing.
  • Request a copy of your data in a portable format, where applicable.
  • Not be discriminated against for exercising any of your privacy rights.

To exercise these rights, please contact us using the details in the "Contact Us" section below. We may need to verify your identity before fulfilling certain requests.

7. SMS Policy and Text Message Consent

By providing your phone number through our GoHighLevel landing pages or Meta Lead Forms, you expressly consent to receive SMS/text messages from us for the specific purposes of:

  • Responding to your inquiry or request for information.
  • Confirming and reminding you about scheduled "Structure Audits" or calls.
  • Providing follow-up information, educational content, and relevant offers related to your expressed insurance interests.

Message frequency may vary based on your level of engagement and the nature of your request. Message and data rates may apply, depending on your mobile carrier and plan. Your consent to receive SMS messages is not a condition of purchasing any goods or services.

8. Opt-Out of Communications

You can opt out of receiving marketing communications from us at any time:

  • SMS/Text Messages: Reply "STOP" to any message you receive from us to unsubscribe from future SMS communications.
  • Emails: Click the "Unsubscribe" link located at the bottom of our marketing emails to stop receiving non-transactional emails.
  • Phone Calls: You may request during any call that we no longer contact you by phone for marketing purposes.

Please note that even if you opt out of marketing communications, we may still contact you with important administrative or legal notices as required (for example, information related to an active application or policy).

9. Data Security and Retention

We implement reasonable technical and organizational measures to help protect your personal information from unauthorized access, use, or disclosure. These measures include secure storage within our CRM and limiting access to individuals who need the information to perform their job functions.

We retain your information for as long as necessary to fulfill the purposes described in this Privacy Policy, including to comply with legal, regulatory, or reporting obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we will delete or anonymize it in a secure manner, in accordance with applicable laws and our internal policies.

10. Children’s Privacy

Our services and marketing funnels are intended for adults and are not directed to children under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take reasonable steps to delete it as soon as possible. If you believe a child has provided us with personal information, please contact us using the details below.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, provide you with additional notice. Your continued use of our landing pages and lead forms after such changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have any questions about this Privacy Policy, our data practices, or if you would like to exercise your privacy rights, you may contact:

Angie Brannon
Independent Insurance Strategist
Email: [email protected]
Mailing Address: 33 Pacific Ave
Milroy FL
United States

This Privacy Policy is intended for general informational purposes and does not constitute legal advice. For specific legal guidance regarding compliance with GDPR, CCPA, or other laws, please consult with a qualified attorney.