Effective Date: 2 May 2025
Website: https://lineageins.com
Company: Lineage Insurance Services LLC
At Lineage Insurance Services, your privacy is important to us. This Privacy Policy outlines the types of personal information we collect, how we use it, and your rights regarding your data.
1. Who We Are
We are Lineage Insurance Services LLC, a California-based financial services provider specializing in term life insurance, whole life insurance, debt consolidation strategies, and legacy planning. Our website address is https://lineageins.com.
2. What Information We Collect
a. Information You Provide:
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Name, email address, phone number, ZIP code
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Information shared during lead forms, consultation bookings, or quote requests
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Comments and messages sent via our contact forms or social media
b. Automatically Collected Data:
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IP address, browser type, device info, and time of visit
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Pages visited and referral source
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Pixel data (via Meta Pixel and Google Analytics)
3. Use of Your Data
We collect your data to:
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Provide personalized insurance quotes and recommendations
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Schedule consultations and follow-ups
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Respond to inquiries and customer support requests
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Improve our website, advertising, and services
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Comply with legal and regulatory obligations
4. Cookies
We use cookies to improve your browsing experience. Cookies may:
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Remember your form inputs and preferences
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Track website usage and engagement
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Support targeted advertising on platforms like Facebook and Google
You may disable cookies in your browser settings, though this may impact site functionality.
5. Embedded Content
Our pages may include videos, calculators, or blog content embedded from trusted third parties. These external sites may collect data as if you visited them directly.
6. Who We Share Your Data With
We do not sell your data. Your data may be shared only with:
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Licensed insurance professionals at Lineage Insurance
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Marketing platforms (e.g., Facebook, Google) for targeted campaigns
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Tools used for appointment scheduling (e.g., Calendly)
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CRM and analytics software, under strict confidentiality agreements
7. Data Retention
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Lead form submissions and consultation data are retained for up to 3 years for service and compliance purposes
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Comments and messages may be stored indefinitely unless removal is requested
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If you request a quote or consultation but don’t purchase a policy, we may retain your info for limited follow-up
8. Your Rights
You may request to:
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Access the personal data we hold about you
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Correct or update your information
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Delete your data (unless we’re legally required to retain it)
To make a request, please contact: privacy@lineageins.com
9. Data Protection
We implement industry-standard safeguards to protect your data, including encryption, firewalls, and secure third-party services. While no system is 100% secure, we take your privacy seriously.
10. Children’s Privacy
Our services are not intended for children under the age of 18. We do not knowingly collect personal information from children.
11. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or legal obligations. We encourage you to check this page periodically for updates.
12. Contact Us
For privacy-related questions or requests, please contact:
Lineage Insurance Services LLC
Opening Hours:
Monday–Saturday: 9:00 AM – 6:00 PM
Sunday: Closed
Phone:
📞 (805) 668-1278
Email:
📧 mfahey@lineageins.com
Office Address:
🏢 1401 21st St. Suite R, Sacramento, CA 95811