Privacy Policy.

InsuraWealth, LLC (“InsuraWealth,” “we,” “us,” or “our”) is a fiduciary, fee-only registered investment adviser based in Tampa, Florida. This Privacy Policy explains how we handle information collected through our website at insurawealth.com.

If you become an advisory client, you will additionally receive our Privacy Notice required under Regulation S-P of the Gramm-Leach-Bliley Act, which governs how we collect, use, and protect nonpublic personal financial information of clients. That notice is provided at the start of your advisory relationship and annually thereafter, and supplements (rather than replaces) this website Privacy Policy.

Information you provide. When you fill out our contact form, schedule a consultation, or otherwise communicate with us, you may provide your name, email address, phone number, financial life stage, and any other information you choose to include in your message.

Information collected automatically. When you visit our website, our hosting provider may automatically log your IP address, browser type, device type, pages visited, time of visit, and referring URL. We may also use cookies and similar technologies to remember your preferences and improve site performance. You can disable cookies in your browser settings, though some site features may not work as expected.

Information from third parties. We do not currently purchase or receive personal information about website visitors from third-party data providers.

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Send communications you've requested, such as appointment confirmations
• Operate, maintain, and improve our website
• Comply with applicable legal, regulatory, and tax obligations
• Detect, prevent, and respond to fraud, security incidents, or misuse of our website

We do not sell your personal information. We do not share your information with third parties for their marketing purposes.

We share information only with service providers who help us operate our business — for example, our website host, email service, custodian, financial planning software, and document signing platform. These providers are contractually required to safeguard your information and use it only for the services they provide to us.

We may also disclose information when required by law, court order, regulatory subpoena, or to protect the rights, property, or safety of InsuraWealth, our clients, or others.

We maintain administrative, technical, and physical safeguards designed to protect the personal information we collect, consistent with applicable law and industry practice for registered investment advisers. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security. If you become aware of a security incident affecting your information, please contact us immediately.

We retain personal information for as long as necessary to provide our services, comply with our legal and regulatory obligations (including books-and-records requirements applicable to investment advisers), resolve disputes, and enforce our agreements.

You may request access to, correction of, or deletion of personal information we hold about you by contacting us using the information below. We will respond consistent with applicable law, recognizing that certain information must be retained to comply with our regulatory obligations.

Residents of certain U.S. states (including California) and other jurisdictions may have additional rights under applicable privacy laws. To exercise such rights, please contact us.

Our website is intended for adults. We do not knowingly collect personal information from children under 13.

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the most recent revision. Material changes will be posted on this page; continued use of the website after changes constitutes acceptance of the updated policy.

Questions about this Privacy Policy or our information practices, including requests to access, correct, or delete personal information, can be directed to us through our contact page. Please indicate “Privacy Inquiry” in your message so we can route it appropriately.

InsuraWealth, LLC
Tampa, Florida