At Boundless Insurance Group LLC, we value your trust and are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you interact with our insurance brokerage and financial planning services, website, and communications.By accessing our website or using our services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information – such as your name, email address, phone number, and other contact details you voluntarily provide.

Financial & Insurance Information – including financial goals, retirement needs, and preferences related to Indexed Universal Life (IUL), annuities, mortgage protection, or final expense insurance.

Technical Information – including IP address, browser type, device information, cookies, and website usage data.

2. How We Use Your Information

We use your information to:

Respond to inquiries and insurance quote requests.

Provide financial consultations, policy comparisons from top-rated carriers, and retirement planning strategies.

Communicate with you regarding requested services and policy updates.

Improve our services and customer experience.

Send service-related or promotional communications (you may opt out at any time).

Comply with legal and regulatory obligations.

3. SMS / MMS Messaging

By providing your mobile number, you consent to receive SMS/MMS messages from Boundless Insurance Group LLC related to service inquiries, consultations, policy updates, and follow-ups.

Message frequency may vary.

Message and data rates may apply.

Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes.

4. Opt-Out & Help Instructions

You may opt out of receiving SMS messages at any time by replying STOP to any message. After opting out, you will no longer receive SMS messages unless you re-enroll. For assistance, reply HELP or contact us directly at:

Email: [email protected]

Phone: +1 385-786-9048

5. Information Sharing

We do not sell, buy, rent, trade, or affiliate personal information or leads under any circumstances. No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Data Protection and Security

We maintain reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission or storage is completely secure.

7. Your Rights

You may:

Request access to or correction of your personal information.

Request deletion of your information, subject to legal requirements.

Opt out of marketing communications at any time. To exercise these rights, contact us using the information below.

8. Updates to This Policy

We may update this Privacy Policy periodically. The most current version will always be available at: https://boundlessagents.co/privacy-policy