Legal

Privacy Policy

Effective date: July 17, 2026

1.Introduction

Pivot Point Financial Co LLC ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, forms, calls, or text messages.

2.Information We Collect

We may collect personal information you provide, including your name, email address, telephone number, mailing address, and any details you share when requesting a quote or consultation.

3.How We Use Your Information

We use your information to respond to inquiries, provide insurance and financial services, prepare quotes, and communicate with you regarding your account or services. We may also use it to comply with legal obligations.

4.How We Share Your Information

We do not sell your information. We may share information with licensed insurance carriers, service providers, or regulators as necessary to deliver services or comply with law. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

5.Cookies & Tracking

Our website may use cookies and similar technologies to improve your experience and analyze traffic. You may disable cookies in your browser settings.

6.Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No system is completely secure, and we cannot guarantee absolute security.

7.Your Choices

You may request to access, correct, or delete your personal information by contacting us. You may opt out of text messages at any time by replying STOP.

8.Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

9.Changes to This Policy

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

10.Contact Us

Questions about this Privacy Policy? Contact Pivot Point Financial Co LLC by phone at (770) 678-7848 or through our Contact page.