Privacy Policy
Effective Date: August 3, 2026
At Safe Nest Benefits ("we," "our," or "us"), we value your privacy and are 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 visit our website, complete one of our forms, schedule a Family Protection Audit, or communicate with us.
By using our website, you agree to the practices described in this Privacy Policy.
Information We Collect
We may collect personal information that you voluntarily provide, including:
- Full Name
- Email Address
- Phone Number
- State of Residence
- Information you provide regarding your family, financial goals, or protection needs
- Any other information you choose to share during your consultation or through our forms
We may also automatically collect certain technical information such as:
- IP Address
- Browser Type
- Device Information
- Pages Visited
- Time Spent on Our Website
- Cookies and similar tracking technologies
How We Use Your Information
We use your information to:
Schedule and conduct your Family Protection Audit
Respond to your questions and requests
Provide educational resources regarding financial protection
Recommend solutions that may fit your family's needs
Contact you regarding your appointment or requested information
Improve our website, services, and customer experience
Comply with applicable legal and regulatory requirements
SMS & Email Communications
By submitting your information through our website, you consent to receive phone calls, text messages, and emails from Safe Nest Benefits regarding your inquiry, appointment reminders, educational information, and recommended services.
Message and data rates may apply.
You may opt out of text messages at any time by replying STOP, or unsubscribe from emails by using the unsubscribe link provided in our communications.
Information Sharing
We respect your privacy.
We do not sell your personal information.
We may share your information only when necessary with:
Licensed insurance carriers
Independent insurance professionals assisting with your requested services
Technology providers who help us operate our website, appointment scheduling, CRM, and communications
Government agencies or regulators when required by law
All third parties are expected to maintain appropriate safeguards for your information.
Data Security
We use commercially reasonable administrative, technical, and physical safeguards to help protect your personal information from unauthorized access, disclosure, alteration, or destruction.
While no method of internet transmission or electronic storage is completely secure, we strive to protect your information using industry-standard security practices.
Cookies
Our website may use cookies and similar technologies to improve functionality, analyze website traffic, remember your preferences, and enhance your browsing experience.
You may disable cookies through your browser settings; however, some features of the website may not function properly.
Third-Party Services
Our website may utilize third-party services such as scheduling platforms, CRM systems, analytics providers, advertising platforms, and communication tools. These providers may collect information in accordance with their own privacy policies.
We encourage you to review the privacy practices of any third-party services you interact with.
Your Privacy Rights
Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:
Request access to your information
Request correction of inaccurate information
Request deletion of your personal information where permitted by law
Request information regarding how your data is used
To exercise these rights, please contact us using the information below.
Children's Privacy
Our services are intended for individuals who are at least 18 years old. We do not knowingly collect personal information from children under the age of 18.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page along with an updated Effective Date.
Your continued use of our website after changes are posted constitutes acceptance of the revised Privacy Policy.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Safe Nest Benefits
Email: [email protected]
Phone: (813) 291-3546
Website: safenestbenefits.com