Privacy Policy

This notice explains how Life Plan Insurance handles information when you use this referral service.

Who operates this service

Life Plans Quote
22 lawrence pl, yonkers, ny 10701
Contact: info@lifeplansquote.com

Information we collect

When you request quotes, we collect your first and last name, email address, phone number and ZIP code. For auto insurance, we also collect the car make, model and model year. We collect the time of your request, your consent disclosure and a TrustedForm certificate URL. Server and security systems may process IP addresses and browser information.

How we use and disclose information

We use these details to process your request, communicate with you, connect you with insurance providers, prevent abuse and document your choices. We may receive compensation when we refer you to an insurance provider. Depending on applicable law, referral disclosures may constitute a sale of personal information.

Recipients may include the insurance providers listed on our Insurance Partners page, hosting and technical service providers, Google for our business spreadsheet records, and ActiveProspect for consent documentation. We may disclose information when required by law or necessary to protect legal rights. Providers receiving your request apply their own privacy notices.

TrustedForm and session recording

Our quote page uses ActiveProspect TrustedForm to record the page displayed to you, your interaction with the form and associated browser, device, IP address and timing information. This creates a record of your request and consent. It may capture information as you interact with the form, before you submit it. If you do not wish to use this form, contact us by email.

Storage, security and retention

Submissions are stored in our website database and business spreadsheet. We limit access to authorized personnel and service providers. No system is completely secure. We keep information only as needed to handle requests, maintain consent records, resolve disputes and meet applicable legal obligations. The period depends on the record, purpose and legal requirements. We retain a minimal suppression record to honor opt-outs. Records may be processed outside your state or country.

Your choices

You may request access, correction or deletion, revoke contact consent, or opt out of sale or sharing by using our privacy choices form or emailing info@lifeplansquote.com. We may need to verify identity for access, correction or deletion. We do not require an account to opt out. If a provider already has your information, you may also contact that provider directly; we will address onward notifications where required.

Cookies and browser signals

This site uses essential website functionality and the consent-recording technology described above. We do not include advertising pixels in this website build. We recognize Global Privacy Control on the quote form and prevent referral submission when that signal is active. You can contact us by email for assistance or use the opt-out form to identify previously submitted contact details.

Children and updates

This service is intended for adults aged 18 and older. We do not knowingly request information from children. We may update this notice when our practices change. See our California privacy notice for additional information.