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    • Final Expense
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    • Contact Us
    • Privacy Policy

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  • Final Expense
  • Life & Annuities
  • Veterans Burial Benefits
  • Strategic Partners
  • Testimonial
  • Philosophy
  • Contact Us
  • Privacy Policy

Privacy Policy

Effective Date: June 14, 2025

Last Updated: June 14, 2025

WiseChoice.me (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.wisechoice.me, engage with our services, or communicate with us.
 

By using our website or providing personal information, you agree to the terms of this Privacy Policy.

1. Information We Collect

a. Personal Information
When you submit a form, schedule a consultation, or communicate with us, we may collect:
- Full name
- Email address
- Phone number
- Mailing address
- Date of birth (if needed for insurance quotes)
- Insurance or financial needs
- Other information you voluntarily provide

b. Usage Data
We may collect data about how you use our website, including:
- IP address
- Browser type
- Pages visited
- Time spent on pages
- Referring URLs

c. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance user experience and analyze website traffic. You may adjust your browser settings to decline cookies.

2. How We Use Your Information

We use the information we collect to:
- Provide and manage our services
- Respond to inquiries and schedule appointments
- Offer customized insurance or coaching solutions
- Send important updates and communications
- Improve our website and marketing efforts
- Comply with legal or regulatory requirements

3. How We Share Your Information

We do not sell or rent your personal information. We may share information with:
- Trusted third-party service providers (e.g., CRM platforms, scheduling tools)
- Insurance carriers, if required to provide quotes or services (with your consent)
- Legal or regulatory authorities, if required by law
 

All third-party partners are required to maintain the confidentiality and security of your information.

4. Data Security

We implement appropriate technical and organizational measures to safeguard your information. However, no electronic transmission or storage method is 100% secure. While we strive to protect your personal data, we cannot guarantee absolute security.

5. Your Rights and Choices

You have the right to:
- Access and review your personal information
- Request corrections or updates
- Withdraw consent or opt out of marketing emails
- Request deletion of your data, subject to legal or contractual obligations
 

To exercise your rights, please contact us at privacy@wisechoice.me.

6. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

7. External Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of third-party sites.

8. Updates to This Policy

We may update this Privacy Policy periodically. When we do, we will revise the “Last Updated” date above. Continued use of our website after updates constitutes acceptance of the new terms.

9. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact:
 

WiseChoice.me
Attn: Privacy Officer
Email: privacy@wisechoice.me
Website: www.wisechoice.me
Phone: (951) 380-5170

   © 2025 Alejandro Diaz. The WiseChoice.me Leadership Philosophy and WISE Concept™ are original works protected under U.S. copyright law.
Copyright © 2025 WiseChoice.me. All rights reserved.
California Insurance License #4252488 


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