IntroductionConsolation Plan Group is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines the types of information we collect, how we use it, and the measures we take to protect your data.
Information We Collect
We collect information from you when you visit our website, use our services, or interact with us. This may include:
Personal Information: Name, address, email address, phone number, and other contact details.
Financial Information: Details about your assets, liabilities, and financial goals.
Health Information: Information related to advance health care directives and other medical planning documents.
Usage Information: Information about your interactions with our website, including IP address, browser type, and pages visited.
How We Use Your Information
We use the information we collect for the following purposes:
Service Delivery: To provide and manage our estate planning services.
Communication: To respond to your inquiries, provide customer support, and send you updates about our services.
Personalization: To tailor our services to better meet your needs and preferences.
Legal Compliance: To comply with legal and regulatory requirements.
Sharing Your Information
We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except as necessary to provide our services or comply with the law. This may include:
Service Providers: Third-party vendors who assist us in operating our website and providing our services, subject to confidentiality agreements.
Legal Obligations: When required by law or to protect the rights, property, or safety of Consolation Plan Group, our clients, or others.
Protecting Your Information
We implement a variety of security measures to maintain the safety of your personal information. These measures include:
Encryption: Securing data transmissions with encryption technology.
Access Controls: Restricting access to personal information to authorized personnel only.
Data Storage: Storing personal information in secure environments protected by firewalls and other security protocols.
Your RightsYou have the right to:
Access: Request access to the personal information we hold about you.
Correction: Request corrections to any inaccurate or incomplete information.
Deletion: Request the deletion of your personal information, subject to legal and contractual obligations.
Objection: Object to the processing of your personal information under certain circumstances.
Withdrawal of Consent: Withdraw your consent for the use of your personal information at any time.
Cookies and Tracking
Our website uses cookies and similar tracking technologies to enhance your user experience. Cookies are small data files stored on your device that help us understand how you use our site and improve our services. You can manage your cookie preferences through your browser settings.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated policy on our website and updating the effective date.
Contact UsIf you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Consolation Plan Group
info@consolationplangroup.comEffective Date: July 3, 2024
