Privacy Policy

Effective Date: 2-27-26

MyWholeLifePlan.com (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website and submit your information for insurance coverage options.

1. Information We Collect

When you submit a form on our website, we may collect:

• First and last name

• Phone number

• Email address (if provided)

• Age and coverage preferences

• Any additional information you voluntarily provide

We may also collect limited technical data such as IP address, browser type, and device information for analytics and security purposes.

2. How We Use Your Information

We use your information to:

• Provide life insurance and final expense coverage options

• Connect you with a licensed insurance agent

• Contact you regarding your insurance inquiry

• Send phone calls, text messages, or emails related to your request

• Improve our services and website performance

By submitting your information, you expressly consent to be contacted regarding your insurance inquiry.

3. SMS & Call Consent

By providing your phone number and checking the consent box, you agree to receive calls and text messages regarding your insurance inquiry.

• Message frequency varies

• Message and data rates may apply

• Reply STOP to opt out

• Reply HELP for assistance

• Consent is not a condition of purchase

We comply with applicable federal and state communication laws, including TCPA regulations.

4. Information Sharing

We do not sell your personal information.

Your information may be shared with:

• Licensed insurance agents

• Insurance carriers

• Service providers assisting in communication and website operations

Information is shared solely for the purpose of providing insurance coverage options and related services.

5. Data Security

We implement commercially reasonable security measures designed to protect your personal information from unauthorized access, misuse, or disclosure.

However, no method of internet transmission is 100% secure, and we cannot guarantee absolute security.

6. Third-Party Services

We may use third-party tools and platforms for:

• Website hosting

• Analytics

• Customer communication

• Advertising services

These third parties may collect data in accordance with their own privacy policies.

7. Your Rights

You may request to:

• Access your personal information

• Correct inaccurate information

• Request deletion of your information

To make a request, contact us at:

[email protected]

8. Not a Government Agency

MyWholeLifePlan.com is a privately owned website and is not affiliated with or endorsed by any government agency.

9. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be reflected by updating the Effective Date above.

10. Contact Information

If you have questions about this Privacy Policy, contact:

Business Name: The Shier Group LLC

Email: [email protected]

Phone: 810-531-0262