Privacy Policy

Who We Are and What This Covers

Life Insurance Pleasanton is a small life insurance team serving clients in Pleasanton, CA and the surrounding area. This page explains what happens to information when you visit our website or call us.

The site is informational. It has no forms, no accounts and no online sign-up. The only way to reach us is by phone at (925) 966-3491.

What the Website Records

Like most websites, ours runs on a server that keeps ordinary logs. These show things like your browser type, the pages you viewed, the time of the visit and a general network address. We look at them to keep the site running and to spot problems.

We may also use basic analytics cookies. They tell us which pages people read and roughly how they found us. They do not tell us your name.

What You Share When You Call

When you phone us, you decide what to tell us. Talking about coverage often means sharing your age, health details, family members or the name of a beneficiary. We only ask for what we need to answer your question or work on a quote.

Because the same few people handle your call from start to finish, your details stay with a small group, not passed around a large office.

How We Use It

We use what you tell us to answer you, compare policy options and follow up on the plan you asked about. We do not sell your information. If a quote or application needs to go to an insurance company, we tell you first and only send what that step requires.

Cookies and Your Choices

You can block or delete cookies in your browser settings. The site will still work. You can also stop a phone conversation at any point or decline to answer a question.

Links to Other Sites

If this site ever points you to another website, that site has its own rules. We do not control how it handles your information.

Changes and Questions

We may update this page as the site changes. The current version is always the one posted here.

If you want to know what we have on file from a call, or want it corrected, phone us at (925) 966-3491 and one of our team will go through it with you.