Privacy Policy

Last Updated: July 16, 2025

Welcome to Faithfully Planned, part of Peterson Insurance Solutions (“we,” “us,” or “our”). Your trust matters, and we're committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, how we use it, and how we keep it secure—so you can feel confident every step of the way.

By using our website or requesting our services, you agree to the practices outlined below.

What We Collect

a. Information You Provide

When you reach out or request services, you may be asked to share personal information such as your name, phone number, email, address, date of birth, estimated income, household size, or other relevant details to help us provide accurate insurance or retirement planning options. This may include sensitive health or financial information required for certain applications.

b. Website Usage

We use tools like Google Analytics to better understand how visitors use our site. This may include non-personal data like your IP address, browser type, and pages visited. These insights help us improve the experience we offer. [Insert link to Google Analytics data policy.]

How We Use Your Information

We use your information to:

  • Provide insurance and retirement services – including quotes, eligibility reviews, and completing applications.

  • Communicate with you – by phone, email, or text (with your permission) to share updates, answer questions, or follow up on your requests.

  • Share helpful updates – such as reminders, new service offerings, or special notices (you can opt out of texts or emails anytime).

  • Stay compliant – with insurance regulations including HIPAA, ACA, and other applicable laws.

How We Keep It Safe

We use industry-standard security measures to protect your information. Only authorized team members have access, and we take every precaution to safeguard your personal and sensitive data.

When We Share Information

We do not sell or trade your personal data. We may share your information with trusted third-party service providers who help us process applications or operate our website—as long as they agree to maintain confidentiality. We may also disclose information if required by law or to protect your rights or ours.

Links to Other Sites

Sometimes our site may include links to other resources. Please note that we’re not responsible for the content or privacy practices of those external websites. Always review their privacy policies before sharing information.

Remarketing

We may use services like Google Ads to show ads to previous site visitors. These tools do not collect personal or health-related information and are used solely for marketing purposes.

Children’s Privacy

In compliance with the Children’s Online Privacy Protection Act (COPPA), we do not knowingly collect information from anyone under 13 years old. Our services are intended for individuals aged 13 and up.

HIPAA & Sensitive Information

If we collect health, financial, or other sensitive data (such as Social Security numbers), it is used solely for insurance-related services and handled in accordance with HIPAA and other applicable privacy laws.

Online Policy Scope

This policy applies only to information collected through this website and does not apply to offline data collection or information shared through other channels.

Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the revised date above. Please review periodically to stay informed.

Contact Us

Have questions about this policy or your personal data?
You can reach us through our Contact Page or email us directly at info@petersoninsurancesolutions.com.