Privacy Policy

Last updated: [effective date]

ClearPath Life & Retirement ("ClearPath," "we," "us") respects your privacy. This policy explains what information we collect through this website, how we use it, and your choices.

Information we collect

• Information you provide. When you submit our contact form or book an appointment, we collect your name, phone number, email address, and any details you include in your message.
• Information collected automatically. Like most websites, we may collect limited technical data such as IP address, browser type, and pages visited through cookies or similar technologies.

How we use your information

• To respond to your inquiry and provide the insurance information, quotes, or services you request;
• To contact you by phone, text message, or email about products and services, consistent with the consent you provide;
• To operate, maintain, and improve this website;
• To comply with applicable legal and regulatory obligations.

How we share your information

We do not sell your personal information. We may share it with:

• Insurance carriers and underwriters as needed to provide quotes or process an application you request;
• Service providers who help us operate our business (for example, our customer relationship management and scheduling platforms);
• Others when required by law, regulation, or valid legal process.

Text messaging & calls

If you provide your phone number and consent, we may contact you by call or SMS, including through automated technology, about insurance products and services. Consent is not a condition of purchase. Message and data rates may apply. You can opt out of texts at any time by replying STOP, and you may ask to be removed from our call list at any time.

Cookies

You can set your browser to refuse cookies or alert you when cookies are being sent. Some parts of the site may not function properly without them.

Data security & retention

We use reasonable measures to protect the information you provide, and we retain it only as long as needed for the purposes described above or as required by law. No method of transmission over the internet is completely secure.

Children's privacy

This website is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children.

Your choices & rights

You may request access to, correction of, or deletion of the personal information we hold about you, or opt out of marketing communications, by contacting us using the details below. Depending on your state, you may have additional rights under applicable privacy law.

Changes to this policy

We may update this policy from time to time. Changes take effect when posted on this page.

Contact us

ClearPath Life & Retirement
Avon Lake, OH
Phone: (440) 370-5307
Email: beattyfinancial21@gmail.com