Privacy Policy

Effective Date: September 21, 2026

Eric Schneider (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information you provide to us is collected, used, and protected when you request information about life insurance, including mortgage protection.

Information We Collect

We may collect information that you voluntarily provide, including your name, telephone number, email address, approximate mortgage balance, insurance protection goals, preferred contact time, and other information you choose to provide during subsequent communications.

We may collect this information through our website, online forms, Facebook or Instagram lead forms, telephone conversations, text messages, email, and other communications with you.

How We Use Your Information

We may use the information you provide to:

• Respond to your request for life insurance or mortgage protection information.
• Contact you regarding your inquiry.
• Schedule and manage appointments.
• Help identify insurance options that may be appropriate for you.
• Maintain records relating to your inquiry and communications.
• Operate, maintain, and improve our services.
• Comply with applicable legal and regulatory requirements.

Providing information through an inquiry form does not constitute an application for insurance and does not guarantee eligibility, approval, coverage, rates, or issuance of an insurance policy.

Text Messages

If you voluntarily opt in to receive text messages, Eric Schneider may send non-marketing text messages regarding your mortgage protection or life insurance information request, including follow-up questions and appointment scheduling.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of text messages or HELP for assistance.

Consent to receive text messages is not required to submit an inquiry or purchase any product or service.

Mobile Information and SMS Consent

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Service Providers

We may use service providers to help operate our business and provide requested services, including customer relationship management, communications, appointment scheduling, data hosting, and other operational support. These providers may process information as necessary to perform services on our behalf.

Insurance Information

If you choose to pursue insurance coverage, additional information may be requested as part of the insurance application and underwriting process. Information submitted in connection with an insurance application may be provided to the applicable insurance carrier and other parties involved in processing or underwriting that application, subject to applicable privacy requirements.

Data Security

We use reasonable administrative and technical measures designed to protect personal information. However, no electronic transmission or storage method can be guaranteed to be completely secure.

Data Retention

We may retain information for as long as reasonably necessary to respond to your inquiry, provide requested services, maintain business records, and satisfy applicable legal, regulatory, or compliance obligations.

Your Choices

You may request that we update or correct certain personal information you have provided. You may also request that we stop contacting you through a particular communication method.

To stop text messages, reply STOP to any text message.

Third-Party Platforms

If you submit information through a third-party platform such as Facebook or Instagram, that platform may separately collect and process information according to its own privacy policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updated version will be posted on this page with a revised effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact:

Eric Schneider
Licensed Insurance Producer
Phone: (818) 915-2776
Email: [email protected]