Information about inquiries, website tools, and your privacy choices.
Effective: October 24, 2026
Columbia Wealth Protection operates this educational website and collects inquiries from people interested in life insurance and retirement strategies. We currently receive inquiries and forward them to an insurance professional for follow-up. Submitting a request is not an insurance application or a purchase of coverage. When you use the form, we receive the information you provide, such as your name, phone number, zip code, selected capital band, email address if requested, and any message. Please do not include account numbers, Social Security numbers, medical records, or policy documents.
We use the information you submit to respond to your request, understand the topic you want to discuss, and forward your inquiry to an insurance professional who can follow up. Website and communications providers may process information to deliver forms, messages, and calls and support site operation. Insurance recommendations, quotes, applications, and policy placement are handled by the appropriately licensed professional, not by the website’s marketing operator.
We forward your contact details and inquiry information to the insurance professional receiving your request. We also use service providers supporting the website, forms, hosting, and communications. Information may be disclosed when required by law or reasonably necessary to address fraud, security incidents, or legal claims. This website is operated as a marketing business and may receive compensation under a future website-service or rental agreement with an insurance professional. A paid renter is not currently identified on this site. If a professional later operates the site’s inquiry channel or receives calls directly, we will identify that professional and update the relevant notices. A recipient’s handling of information may also be governed by its own privacy notice; ask for that notice before providing additional details.
We do not record calls. Telephone and communications providers may retain basic call records, such as caller number, time, and duration; these are separate from an audio recording. We or the professional receiving your inquiry may contact you about the request using the contact details and choices you provide. Any separate consent presented for particular marketing calls or texts applies according to its terms; this policy is not a substitute for that consent. To stop texts, follow the opt-out instructions in the message, such as replying STOP when offered. You can also ask us to stop further inquiry-related contact through the contact page. If a separate professional is already contacting you, send that professional your contact-preference request as well.
Hosting, form, and communications services may process technical data such as an IP address, browser information, timestamps, and security logs. Cookies or similar technologies may support website functions and, if enabled, measurement or marketing tools. Browser settings let you restrict cookies, although some features may be affected. Our educational calculators perform calculations in your browser and do not require submitting the numbers as an inquiry. Information you separately enter into a contact form is transmitted when you submit it. Third-party tools can have their own data practices; this policy does not mean that every visit or interaction is anonymous.
Inquiry information is kept for the purposes described here, including responding to requests, managing follow-up, and meeting applicable operational or legal record-keeping needs. Retention can differ between form entries, communications, technical logs, and backups. You may ask about the information retained for your inquiry or request deletion through the contact page; deletion may be subject to legitimate record-keeping requirements. We do not create or retain call recordings. No transmission or storage system is completely secure, so keep sensitive identity, financial, and medical records out of this form. If further documents are needed, confirm an appropriate secure channel with the professional handling your case.
Use our contact page to ask about your inquiry information, request a correction or deletion, or change your contact preferences. Provide enough information to locate the request without sending sensitive documents. We may need to verify your identity before releasing or changing personal information. Requests will be handled under applicable requirements and any lawful exceptions. For information already received and separately held by an insurance professional, that professional may need to handle a request concerning its own records.
This policy describes the website’s current inquiry process. If a website-service or rental arrangement changes who receives inquiries or how information is handled, the policy and relevant form notices will be updated to reflect the change. Updates will carry a revised effective date. For questions about this policy or who will receive an inquiry, use the contact page.