Privacy Policy – Platinum Shield Financial

Effective Date: July 2, 2025

At Platinum Shield Financial ("we", "us", or "our"), we are committed to protecting your privacy and personal information. This policy explains how we collect, use, store, and share your information when you interact with us through our website, social media platforms (including Facebook, Instagram, TikTok), lead forms, emails, calls, and text messages. 1. Information We Collect, We may collect and store the following information: Full name, Phone number, Email address, Mailing address (if applicable), Insurance needs and preferences, Communication preference Any information voluntarily submitted via online forms or during phone/text/email interactions 2. How We Collect Your Information. You provide information to us when: You fill out a form on our website, landing pages, or social media ads You engage with us via call, text, or email, You are referred by a trusted partner or lead vendor

You request quotes or information about insurance products. 3. How We Use Your Information. We use your information to: Contact you via phone, text, or email regarding your insurance needs, Send insurance quotes, reminders, or policy updates, Follow up with you after your inquiry or form submission Improve our customer service and offerings. Comply with legal and regulatory obligations.

4. TCPA Disclosure (Calls & Text Messages) By providing your phone number, you consent to receive calls and text messages from Platinum Shield Financial and its licensed agents for marketing or servicing purposes. These messages may be auto-dialed or pre-recorded.

Message and data rates may apply. You may opt out at any time by replying “STOP” to text messages or requesting removal during a call. 5. Sharing Your Information. We do not sell your personal information. We may share your information only with: Licensed agents and brokers working under Platinum Shield Financial Insurance carriers for quoting and underwriting purposes. Technology platforms (CRM, texting, scheduling tools) under secure data agreements

Regulatory authorities as required by law. 6. Your Privacy Rights Depending on your location, you may have the right to: Access, update, or delete your personal information, Request how your data is used and shared, Opt out of marketing communications. To make a request, contact us at platinumshieldfinancial.com 7. Data Protection, We maintain administrative and technical safeguards to protect your information and ensure secure communication across all platforms.

8. Policy Updates, We may update this Privacy Policy at any time. Changes will be posted on this page with the new effective date.

9. Contact Us For questions, concerns, or data access requests, please contact:

Platinum Shield Financial

Email: [email protected]

Website: www.platinumshieldfinancial.com