Effective Date: [04/04/2025]
The David Coughlin Agency (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or interact with our services, including financial seminars, living trust reviews, and retirement income planning.
1. Information We Collect
We may collect the following types of personal information:
● Contact Information: Name, email address, phone number, and mailing address when you register for a seminar, request a consultation, or contact us.
● Seminar Preferences & Details: Information related to which seminar you’re attending or interested in.
● Trust & Financial Details: Only if voluntarily submitted by you during a review or consultation.
● Website Usage Data: We may collect non-identifiable data such as browser type, IP address, and pages visited for analytical purposes.
2. How We Use Your Information
We use the information you provide to:
● Register you for seminars or consultations
● Follow up with you regarding your inquiries
● Provide relevant financial planning and educational services
● Improve our website and customer experience
● Send periodic emails related to services, event updates, or resources (you can unsubscribe at any time)
We do not sell, trade, or rent your personal information to third parties.
3. Information Sharing and Disclosure
Your information is kept strictly confidential. We may share your data only in the following circumstances:
● With service providers who assist us in operating our business (e.g., email marketing platforms), who are bound to keep your data secure
● If required by law, such as to comply with a subpoena or legal process
4. Data Security
We implement a variety of security measures to maintain the safety of your personal information, including secure hosting, access controls, and encryption where applicable.
5. Your Choices
You may:
● Request access to your personal data
● Request corrections or deletions of your information
● You can opt out of receiving marketing emails at any time by clicking the unsubscribe link or contacting us directly
6. Third-Party Links
Our website may include links to third-party sites. We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies before providing any personal information.
7. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect information from children.
8. Updates to This Policy
We may update this Privacy Policy from time to time. The latest version will always be posted on this page with the revised effective date.
9. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact:
David Coughlin
Phone: (515) 314-2903
Email: info@david-edward.com