Last modified: November 16, 2025

1. Introduction

Taylor Made Financial Services (“Company,” “we,” or “us”) respects your privacy and is committed to protecting it through this policy.
This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit our website taylormadefinancialservice.com (“Website”) and explains how we collect, use, protect, and disclose that information.

Our services relate to life insurance, annuities, financial education, and wealth-protection strategies, and this policy applies to all visitors and users of our Website.

2. Agreement to Our Privacy Policy

By accessing or using this Website, you agree to this Privacy Policy. If you do not agree, please do not use the Website. We may update this policy occasionally, and your continued use signifies acceptance of any changes.

3. Information We Collect

We may collect information:

• Directly from you when you complete forms, request quotes, or schedule calls.

• Automatically as you browse (cookies, analytics, IP addresses, browser type, etc.).

• From third parties, such as insurance carriers or marketing platforms, as permitted by law.
  

The information we collect may include:

• Name, address, phone number, email address

• Date of birth or demographic information (when voluntarily provided)

• Financial information related to insurance quotes or applications

• Technical data (IP address, device, browsing behavior)
  

4. How We Use Your Information

We may use information collected to:

• Provide quotes, financial consultations, or policy recommendations

• Respond to inquiries and communicate with you

• Improve our Website, services, and customer experience

• Send educational or marketing communications (you can opt out anytime)

• Comply with legal and regulatory requirements

• Prevent fraud or misuse of our services
  

We do not sell your personal data.

5. Disclosure of Information

We may share your information:

• With licensed insurance partners or carriers to provide quotes or policies you request

• With third-party vendors who support our business (hosting, CRM, analytics, or marketing tools)

• To comply with legal obligations or regulatory requests

• To protect the rights or safety of our Company, customers, or others
  

We do not disclose personal information to unrelated third parties for independent marketing purposes.

6. Data Security

We use industry-standard security measures (SSL encryption, secure servers, firewalls) to protect your personal information. However, no method of transmission over the Internet is completely secure, and we cannot guarantee absolute protection.

7. Children’s Privacy

Our Website is not intended for children under 13 years of age, and we do not knowingly collect personal information from them. If you believe we have collected data from a child, please contact us to remove it.

8. Accessing and Updating Your Information

You may contact us to review, correct, or delete your personal information.
Email: [email protected]

9. Changes to This Policy

We may revise this Privacy Policy occasionally. Updates will appear on this page, with the “Last Modified” date shown above.

10. Contact Information

For questions, requests, or concerns about this Privacy Policy or our privacy practices, contact:

Taylor Made Financial Services
Email: [email protected]
Website: www.taylormadefinancialservice.com
Mailing Address: City of Hopewell, VA 23860