Privacy Policy

Last updated: August 2026

Fiduciary Underwriting Desk operates this website. This Privacy Policy describes how we collect, use, and disclose your personal information when you visit, use, or communicate with us.

Please read this Privacy Policy carefully. By using this website, you acknowledge that you have read and understand this policy.

Personal Information We Collect

We may collect the following categories of personal information depending on how you interact with us:

Contact details including your name, email address, and phone number.

Quiz responses including information about your insurance needs, estate details, and estimated net worth.

Communications with us including any messages you send through our contact form or email.

Device and usage information including your IP address, browser type, and how you interact with our website. We collect this automatically through cookies and similar technologies.

Personal Information Sources

We collect personal information from:

Directly from you when you complete the quiz, contact us, or otherwise provide your information.

Automatically through your device when you use our website, including through cookies and analytics tools.

From our service providers who perform services on our behalf.

How We Use Your Personal Information

We use your personal information for the following purposes:

To respond to your inquiries and schedule consultations.

To deliver quiz results, briefing materials, and other communications you request.

To improve our website and marketing efforts.

To comply with legal and regulatory obligations.

We do not sell your personal information. We share data only with service providers necessary to operate our business, including Shopify, Klaviyo, Calendly, Google Analytics, and Meta. We share information with insurance carriers only when you formally engage our services and authorize disclosure.

Cookies and Tracking

We use cookies and similar technologies for analytics and advertising. You can disable cookies in your browser settings, though this may affect site functionality.

Data Security

We implement reasonable security measures to protect your data. However, no internet transmission is completely secure.

Your Rights

Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information. Contact us to exercise these rights.

Changes to This Policy

We may update this policy periodically. Changes are effective when posted.

For questions about this Privacy Policy, contact us at info@lifeinsurancefiduciary.com.

Mailing address:

[Legal Entity Name]

3030 Northwest Expy

Oklahoma City, OK 73112