Privacy Policy

Who we are

Safe Strategies Financial is a DBA of Herbst Insurance Group LLC. This policy explains how we collect, use, disclose, and protect information when you visit safestrategiesfinancial.com, request information, submit a form, schedule a review, call us, or otherwise communicate with us.

Information we collect

Depending on how you interact with us, we may collect your name, email address, telephone number, state of residence, appointment details, communication preferences, information you voluntarily provide about your financial goals, and technical information such as device, browser, referring page, advertising identifiers, and campaign parameters.

Please do not submit Social Security numbers, account numbers, health information, passwords, or other highly sensitive information through our public website forms.

How we use information

• Respond to your request and provide educational insurance information.
• Schedule, confirm, and manage appointments.
• Determine whether products or services may be available in your jurisdiction.
• Maintain records, improve our website, measure campaign performance, and protect against misuse.
• Send communications you specifically request or separately consent to receive.
• Meet legal, regulatory, licensing, recordkeeping, and compliance obligations.

Text messages, calls, and consent

Providing a telephone number does not by itself authorize marketing text messages or artificial or prerecorded voice calls. Where required, we request separate, optional consent for particular communication methods. Consent is not a condition of purchase. Message frequency varies and message and data rates may apply. You may reply STOP to text messages or call (720) 800-9260 to revoke consent or request no further calls.

How information may be shared

We may share information with service providers that help operate our website, customer relationship system, scheduling, communications, analytics, security, and advertising measurement; with insurance carriers or other parties when you ask us to pursue a product or service; and when required to comply with law, protect rights, prevent fraud, or complete a business transaction. We do not sell personal information for money.

Mobile information and text-messaging consent will not be shared with third parties or affiliates for their own marketing or promotional purposes. Service providers supporting message delivery may receive information only as needed to provide that service.

Cookies and measurement

We and our service providers may use cookies, pixels, and similar technologies to operate the site, remember preferences, understand visits, attribute advertising, and measure form submissions or appointments. Browser settings may allow you to limit cookies. Some site functions may not work as intended when cookies are disabled.

Retention and security

We retain information for as long as reasonably necessary for the purposes described above, including regulatory and recordkeeping requirements. We use reasonable administrative, technical, and physical safeguards, but no internet transmission or storage system can be guaranteed completely secure.

Your choices

You may request access, correction, or deletion of information, or ask us to stop certain communications, by calling (720) 800-9260. We may need to verify your identity and may retain records when required by law or necessary for compliance. Rights may vary by state.

Children and external websites

Our services are intended for adults and we do not knowingly collect personal information from children under 13. Our site may link to third-party websites whose privacy practices are governed by their own policies.

Updates and contact

We may update this policy from time to time by posting a revised effective date. Questions or privacy requests may be directed to Safe Strategies Financial at (720) 800-9260.